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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
Comerica Bank
Comerica Bank
Texas
$148M +$1.36M 10 0.59% Increased
252
Natixis
Natixis
France
$148M -$90.3M 4 0.83% Reduced
253
Artisan Partners
Artisan Partners
Wisconsin
$147M +$3.66M 2 0.22% Increased
254
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$147M -$8.43M 6 0.32% Reduced
255
Federated Hermes
Federated Hermes
Pennsylvania
$146M +$47.9M 8 0.32% Increased
256
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$144M +$7.91M 5 0.69% Increased
257
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$143M -$367M 5 0.34% Reduced
258
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$142M +$3.55M 5 1.24% Increased
259
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$141M -$8.05M 3 0.67% Reduced
260
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$140M +$92.5M 3 0.57% Increased
261
Cerity Partners
Cerity Partners
New York
$137M +$28.5M 7 0.3% Increased
262
Westfield Capital Management
Westfield Capital Management
Massachusetts
$136M -$186M 1 0.62% Reduced
263
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$135M +$119M 3 1.38% New
264
Axiom Investors
Axiom Investors
Connecticut
$135M -$29.7M 2 1.19% Reduced
265
New York Life Investment Management
New York Life Investment Management
New York
$132M -$4.13M 3 1.28% Reduced
266
Swiss Life Asset Management
Swiss Life Asset Management
$132M -$2.68M 2 1.5% Reduced
267
GTS Securities
GTS Securities
Florida
$130M -$20.9M 12 0.28% Reduced
268
CFM
Coronation Fund Managers
South Africa
$128M +$11.7M 1 7.11% Increased
269
WA
WFM Asia
British Virgin Islands
$125M +$9.78M 1 13.81% Increased
270
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$123M -$45.1M 1 0.39% Reduced
271
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$123M -$136M 3 0.47% Reduced
272
SCM
Steadfast Capital Management
New York
$122M +$22.4M 1 2.71% Increased
273
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$121M +$1.33M 3 1.29% Increased
274
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$121M +$15M 8 0.17% Increased
275
Davenport & Co
Davenport & Co
Virginia
$121M +$69.5M 4 0.68% Increased