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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
301
IEQ Capital
IEQ Capital
California
$217M -$20.8M 7 1% Reduced
302
Fundsmith Investment Services
Fundsmith Investment Services
Mauritius
$213M +$217M 1 4.72% New
303
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$211M +$70.9M 10 0.41% Increased
304
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$211M +$10.5M 5 1.26% Increased
305
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$210M +$3.35M 2 1.46% Increased
306
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$210M -$96.4M 6 0.54% Reduced
307
NewEdge Advisors
NewEdge Advisors
Louisiana
$208M +$8.33M 19 0.62% Increased
308
Wealthfront Advisers
Wealthfront Advisers
California
$207M -$2.27M 11 0.4% Reduced
309
Soros Fund Management
Soros Fund Management
New York
$206M +$75.3M 6 2.53% Increased
310
Perpetual Ltd
Perpetual Ltd
Australia
$206M +$170M 3 2.94% Increased
311
Mizuho Markets Americas
Mizuho Markets Americas
New York
$205M +$116M 3 3.21% Increased
312
AssetMark Inc
AssetMark Inc
California
$204M +$5.3M 14 0.35% Increased
313
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$204M +$3.98M 3 1.08% Increased
314
GF Fund Management
GF Fund Management
China
$203M -$36.5M 3 2.43% Reduced
315
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$200M +$1.94M 5 1.38% Increased
316
New York Life Investment Management
New York Life Investment Management
New York
$200M +$2.46M 3 1.4% Increased
317
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$199M -$19.8M 3 1.24% Reduced
318
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$197M +$7.79M 14 1.62% Increased
319
Edgewood Management
Edgewood Management
Connecticut
$196M +$185M 2 2.02% Increased
320
Weiss Asset Management
Weiss Asset Management
Massachusetts
$196M +$126M 4 2.05% Increased
321
Mediolanum International Funds
Mediolanum International Funds
Ireland
$195M +$17.2M 5 1.67% Increased
322
SCA
Southpoint Capital Advisors
New York
$195M -$29.3M 1 4.43% Reduced
323
TLA
Tree Line Advisors
Hong Kong
$193M -$73.3M 1 55.05% Reduced
324
Natixis
Natixis
France
$191M -$226M 8 0.77% Reduced
325
CIBC World Market
CIBC World Market
Ontario, Canada
$190M -$65.4M 8 0.31% Reduced