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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
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$67.4M -$2.86M 1 1.05% Reduced
302
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$65.9M +$5.42M 2 0.9% Increased
303
TimesSquare Capital Management
TimesSquare Capital Management
New York
$65.8M -$9.27M 1 0.96% Reduced
304
Capital International
Capital International
California
$65.5M -$4.31M 3 3.93% Reduced
305
AE Wealth Management
AE Wealth Management
Kansas
$65.4M +$8.75M 6 0.42% Increased
306
SG Americas Securities
SG Americas Securities
New York
$65.2M -$118M 17 0.76% Reduced
307
Davenport & Co
Davenport & Co
Virginia
$65.2M +$27.5M 5 0.51% Increased
308
WBC
Westpac Banking Corp
Australia
$64.2M +$6.34M 4 0.86% Increased
309
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$64M -$32.1M 5 0.66% Reduced
310
AGFIA
Accel Growth Fund IV Associates
California
$63.9M -$108M 2 21.72% Reduced
311
Zacks Investment Management
Zacks Investment Management
Illinois
$63.8M +$6.52M 3 0.85% Increased
312
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$63.8M -$169M 6 0.39% Reduced
313
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$63.4M +$325K 2 1.6% Increased
314
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$63.3M -$7.02M 15 0.39% Reduced
315
GAMH
Greenwoods Asset Management (HK)
Hong Kong
$62.7M +$25.2M 2 3.63% Increased
316
Commerce Bank
Commerce Bank
Missouri
$62.4M +$1.65M 4 0.49% Increased
317
Tidal Investments
Tidal Investments
Wisconsin
$62.1M +$17.7M 6 2.04% Increased
318
Marsico Capital Management
Marsico Capital Management
Colorado
$61.5M +$52.1M 2 2.88% New
319
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$60.7M +$1.29M 1 1.74% Increased
320
SCM
Segantii Capital Management
Hong Kong
$59.9M -$84.2M 3 2.11% Reduced
321
Moore Capital Management
Moore Capital Management
New York
$59.5M +$12.2M 2 1.25% Increased
322
Holocene Advisors
Holocene Advisors
New York
$59.4M -$68.2M 2 0.29% Reduced
323
Quilter Plc
Quilter Plc
United Kingdom
$59.4M -$298K 2 0.23% Reduced
324
MML Investors Services
MML Investors Services
Massachusetts
$59.3M -$4.97M 7 0.42% Reduced
325
Dorsal Capital Management
Dorsal Capital Management
California
$58.9M +$76M 2 1.88% New