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 |
Davis Selected Advisers
Tucson,
Arizona
| $115M | -$5.29M | 1 | 0.58% | Reduced |
|
| 302 |
US Bancorp
Minneapolis,
Minnesota
| $115M | +$1.28M | 21 | 0.19% | Increased |
|
| 303 |
Pentwater Capital Management
Naples,
Florida
| $114M | +$6.91M | 2 | 1.37% | Increased |
|
| 304 |
CCM
Composite Capital Management
Hong Kong
| $113M | $0 | 1 | 100% | Maintained |
|
| 305 |
Bridgewater Associates
Westport,
Connecticut
| $112M | +$3.36M | 7 | 0.45% | Increased |
|
| 306 |
Comerica Bank
Dallas,
Texas
| $111M | -$7.47M | 4 | 0.81% | Reduced |
|
| 307 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| $111M | -$4.04M | 2 | 0.53% | Reduced |
|
| 308 |
Temasek Holdings
Singapore
| $110M | +$2.39M | 2 | 0.46% | Increased |
|
| 309 |
Clal Insurance
Tel-Aviv,
Israel
| $109M | -$12.5M | 2 | 1.15% | Reduced |
|
| 310 |
MUMSS
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
| $108M | +$93M | 1 | 93.76% | Increased |
|
| 311 |
Sanders Capital
West Palm Beach,
Florida
| $107M | -$228K | 1 | 0.23% | Reduced |
|
| 312 |
WI
Wafra Inc
New York
| $106M | +$25.1M | 2 | 3.66% | Increased |
|
| 313 |
TPG GP A
Fort Worth,
Texas
| $104M | $0 | 1 | 1.28% | Maintained |
|
| 314 |
CIBC World Market
Toronto,
Ontario, Canada
| $102M | +$3.07M | 5 | 0.32% | Increased |
|
| 315 |
Private Advisor Group
Morristown,
New Jersey
| $102M | +$4.17M | 8 | 0.78% | Increased |
|
| 316 |
TA
Trivest Advisors
Hong Kong
| $100M | -$180M | 1 | 16.95% | Reduced |
|
| 317 |
WBC
Westpac Banking Corp
Sydney,
Australia
| $98.9M | +$373K | 4 | 1.13% | Increased |
|
| 318 |
Moore Capital Management
New York
| $98.4M | +$35.8M | 5 | 2.5% | Increased |
|
| 319 |
Magnetar Financial
Evanston,
Illinois
| $98.2M | -$4.38M | 5 | 1.05% | Reduced |
|
| 320 |
LGT Group Foundation
Vaduz,
Liechtenstein
| $97.3M | +$29.3M | 3 | 2.27% | Increased |
|
| 321 |
VI
Versor Investments
New York
| $97.2M | +$13.3M | 4 | 3.63% | Increased |
|
| 322 |
MCMI
Matrix China Management IV
Grand Cayman,
Cayman Islands
| $96.6M | $0 | 1 | 100% | Maintained |
|
| 323 |
Rockefeller Capital Management
New York
| $94.6M | +$5.83M | 19 | 0.46% | Increased |
|
| 324 |
Commerce Bank
Kansas City,
Missouri
| $93.9M | -$755K | 4 | 0.64% | Reduced |
|
| 325 |
Norinchukin Bank
Tokyo,
Japan
| $93.1M | +$8.5M | 2 | 1.24% | Increased |
|