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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
SAM
Scopus Asset Management
New York
$81.4M +$9.54M 5 1.03% Increased
302
Daiwa Securities Group
Daiwa Securities Group
Japan
$81.4M +$14.6M 5 0.61% Increased
303
Bridgewater Associates
Bridgewater Associates
Connecticut
$81.1M +$69.7M 3 0.72% Increased
304
Munro Partners
Munro Partners
Australia
$80.8M -$14.5M 1 3.48% Reduced
305
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$80.7M -$16.8M 3 9.71% Reduced
306
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$79.5M +$83.9M 1 2.03% New
307
VCM
Valiant Capital Management
California
$78.9M $0 1 3.05% Maintained
308
Kohlberg Kravis Roberts & Co
Kohlberg Kravis Roberts & Co
New York
$78.2M -$68M 1 0.39% Reduced
309
Mariner
Mariner
Kansas
$77.9M +$23.9M 4 0.54% Increased
310
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$76.6M -$9.21M 12 0.93% Reduced
311
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$75.1M +$55.2M 11 0.96% Increased
312
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$74.8M +$6.49M 1 0.87% Increased
313
Eventide Asset Management
Eventide Asset Management
Massachusetts
$74.1M $0 1 1.1% Maintained
314
Group One Trading
Group One Trading
Illinois
$73.3M -$5.43M 6 0.11% Reduced
315
TA
Trivest Advisors
Hong Kong
$72.8M -$164M 1 20.65% Reduced
316
Personal Capital Advisors
Personal Capital Advisors
California
$72.7M +$4.32M 2 0.42% Increased
317
RHBC
R.H. Bluestein & Co
Michigan
$72.6M +$32.5M 5 3.08% Increased
318
Private Advisor Group
Private Advisor Group
New Jersey
$72.6M +$6.32M 7 0.69% Increased
319
CIBC World Markets
CIBC World Markets
New York
$72.4M -$102M 2 0.45% Reduced
320
Nissay Asset Management
Nissay Asset Management
Japan
$71.9M -$6.56M 3 0.71% Reduced
321
Alyeska Investment Group
Alyeska Investment Group
Illinois
$71.8M -$64M 5 0.93% Reduced
322
BCH
Berkshire Capital Holdings
California
$71.7M +$9.21M 2 8.19% Increased
323
Swiss Life Asset Management
Swiss Life Asset Management
$71.2M +$6.34M 3 1.02% Increased
324
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$69.1M +$746K 2 0.85% Increased
325
ACP
Atalan Capital Partners
New York
$69M +$70.6M 1 4.71% New