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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
MVP
Miller Value Partners
Florida
$41.2M +$37.2M 1 1.48% New
302
Balyasny Asset Management
Balyasny Asset Management
Illinois
$41.1M +$21.6M 4 0.3% Increased
303
Magnetar Financial
Magnetar Financial
Illinois
$41M -$73.2M 7 0.72% Reduced
304
VEPM
Vista Equity Partners Management
California
$41M -$12.4M 1 0.79% Reduced
305
ACM
Ariose Capital Management
Hong Kong
$40.3M +$26.3M 1 33.26% Increased
306
MIM
Miller Investment Management
Pennsylvania
$40M +$38.3M 1 9.8% New
307
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$39.9M -$1.66M 7 0.05% Reduced
308
BC
Burleson & Co
California
$39.8M -$2.57M 2 7.53% Reduced
309
Nissay Asset Management
Nissay Asset Management
Japan
$38.8M -$3.93M 3 0.66% Reduced
310
Personal Capital Advisors
Personal Capital Advisors
California
$38.6M +$1.48M 2 0.29% Increased
311
Hosking Partners
Hosking Partners
United Kingdom
$38.4M -$1.18M 2 1.18% Reduced
312
Xponance
Xponance
Pennsylvania
$38.2M +$199K 3 0.94% Increased
313
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$38.2M +$14.5M 2 0.43% Increased
314
Marshall Wace North America
Marshall Wace North America
New York
$38.1M +$31.9M 3 0.24% Increased
315
Rockefeller Capital Management
Rockefeller Capital Management
New York
$38M -$12.7M 6 0.36% Reduced
316
Clal Insurance
Clal Insurance
Israel
$37.2M -$12.2M 2 0.63% Reduced
317
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$37M +$14.7M 1 1.96% Increased
318
BCH
Berkshire Capital Holdings
California
$36.9M -$24.9M 1 5.22% Reduced
319
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$36.7M -$4.33M 3 0.4% Reduced
320
Marshall Wace
Marshall Wace
United Kingdom
$36.7M +$8.21M 6 0.23% Increased
321
TAMH
Taikang Asset Management (HK)
Hong Kong
$36.5M $0 1 5.64% Maintained
322
TimesSquare Capital Management
TimesSquare Capital Management
New York
$36.4M -$18.7M 1 0.34% Reduced
323
IGM
Incline Global Management
New York
$36.2M +$32.7M 1 6.91% New
324
Phoenix Financial
Phoenix Financial
Israel
$36M +$20.4M 5 1.51% Increased
325
Shelton Capital Management
Shelton Capital Management
Colorado
$35.8M -$1.13M 1 1.48% Reduced