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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
401
Capricorn Investment Group
Capricorn Investment Group
California
$74.3M +$70.8M 1 6.2% New
402
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$74.3M -$5.08M 4 0.34% Reduced
403
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$73.5M +$69.8M 2 3.41% New
404
QOP
Quinn Opportunity Partners
Virginia
$73.1M +$22.6M 2 4.45% Increased
405
CCP
Clough Capital Partners
Massachusetts
$72.8M -$16.4M 1 4.87% Reduced
406
Profund Advisors
Profund Advisors
Maryland
$72.6M -$17.6M 4 2.37% Reduced
407
Tidal Investments
Tidal Investments
Wisconsin
$72.4M +$15.4M 9 2.22% Increased
408
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$72.3M -$26.5M 2 1.07% Reduced
409
Phoenix Financial
Phoenix Financial
Israel
$71.9M -$5.72M 4 1.19% Reduced
410
First Pacific Advisors
First Pacific Advisors
California
$71.3M +$73.2M 2 0.88% Increased
411
Allstate Corporation
Allstate Corporation
Illinois
$71.2M +$48.5M 3 1.36% Increased
412
BC
Burleson & Co
California
$70.4M -$4.86M 7 10.25% Reduced
413
Mercer Global Advisors
Mercer Global Advisors
Colorado
$70.3M -$2.43M 5 0.43% Reduced
414
CAM
ClariVest Asset Management
California
$70.1M +$22M 1 2.16% Increased
415
TGM
Tenzing Global Management
California
$68.1M +$12.9M 1 26.15% Increased
416
GMH
General Motors Holdings
Michigan
$68.1M +$72.2M 1 25.45% New
417
DVF
Discovery Value Fund
Singapore
$67.6M +$2.01M 1 2.49% Increased
418
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$66.5M +$6.24M 5 1.39% Increased
419
MAM
Mark Asset Management
New York
$66.3M -$4.8M 1 7.54% Reduced
420
AE Wealth Management
AE Wealth Management
Kansas
$66M +$6.29M 5 0.46% Increased
421
GC
GGV Capital
California
$64.2M +$68.7M 1 5.31% New
422
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$64.1M +$29.5M 3 0.46% Increased
423
Credit Agricole
Credit Agricole
France
$63.1M +$9.06M 5 1.01% Increased
424
AA
Ancient Art
Texas
$62.9M +$24.4M 1 7.09% Increased
425
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$62.1M +$59.3M 3 1.6% New