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Autonomous Driving

Autonomous driving replaces the driver with sensors, maps, and software, first in controlled settings and then on open roads. Value shifts away from the vehicle towards the perception stack and the service that operates it.

53 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
251
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$120M -$58.9M 3 5.24% Reduced
252
Maverick Capital
Maverick Capital
Texas
$120M -$10.7M 2 2.71% Reduced
253
EGP
Entrust Global Partners
New York
$119M -$536K 3 51.06% Reduced
254
Guggenheim Capital
Guggenheim Capital
Illinois
$118M -$33.9M 8 1.02% Reduced
255
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$114M +$12.5M 5 1.08% Increased
256
Comerica Bank
Comerica Bank
Texas
$113M +$116M 12 0.59% New
257
New York Life Investment Management
New York Life Investment Management
New York
$113M +$1.84M 4 1.22% Increased
258
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$111M -$16.1M 2 1.35% Reduced
259
Dragoneer Investment Group
Dragoneer Investment Group
California
$110M -$263M 1 2.54% Reduced
260
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$108M +$6.67M 14 0.41% Increased
261
LOF
Lightspeed Opportunity Fund
California
$107M $0 1 80.02% Maintained
262
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$106M -$1.4M 1 0.4% Reduced
263
M&T Bank
M&T Bank
New York
$106M +$3M 6 0.42% Increased
264
SIG
Senator Investment Group
New York
$106M -$11.3M 2 5.95% Reduced
265
Soros Fund Management
Soros Fund Management
New York
$106M +$19.1M 4 1.5% Increased
266
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$106M -$1.38M 3 1.34% Reduced
267
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$105M +$2.49M 3 1.56% Increased
268
TSS
Two Sigma Securities
New York
$104M +$40.2M 8 1.1% Increased
269
Prudential plc
Prudential plc
United Kingdom
$104M +$3.28M 6 1.15% Increased
270
Congress Asset Management
Congress Asset Management
Massachusetts
$104M +$1.07M 1 0.92% Increased
271
Cresset Asset Management
Cresset Asset Management
Illinois
$103M +$54.1M 10 0.4% Increased
272
Mutual of America Capital Management
Mutual of America Capital Management
New York
$103M +$749K 3 1.27% Increased
273
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$101M -$3.22M 3 6.88% Reduced
274
Yousif Capital Management
Yousif Capital Management
Michigan
$101M -$856K 4 1.28% Reduced
275
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$98.8M +$11.7M 3 2.45% Increased