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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
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$90.7M -$38.8M 3 0.84% Reduced
402
TCCM
Two Creeks Capital Management
New York
$90.4M -$8.38M 1 5.92% Reduced
403
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$90.3M -$12.3M 2 1.51% Reduced
404
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$89.9M +$56.7M 5 0.25% Increased
405
Soros Fund Management
Soros Fund Management
New York
$89.6M -$17.2M 5 1.13% Reduced
406
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$89.5M +$32.5M 14 0.7% Increased
407
Cambiar Investors
Cambiar Investors
Colorado
$88.8M -$773K 2 3.73% Reduced
408
Gotham Asset Management
Gotham Asset Management
New York
$88M +$19.2M 8 0.53% Increased
409
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$87.9M +$80.5M 3 1.82% New
410
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$87.6M +$16.3M 3 0.37% Increased
411
TM
Thiel Macro
California
$86.6M +$64.9M 1 40.85% Increased
412
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$86.5M -$1.17M 2 1.99% Reduced
413
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$85.6M -$38.2M 6 0.19% Reduced
414
Generali Asset Management
Generali Asset Management
Italy
$84.6M -$3.6M 3 1.93% Reduced
415
ICCFIA
IDG China Capital Fund III Associates
China
$84.4M -$1.63M 1 3.82% Reduced
416
KM
Kora Management
New York
$83.9M -$22.5M 1 10.32% Reduced
417
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$83.8M +$26.5M 4 0.99% Increased
418
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$83.2M +$3.46M 2 0.99% Increased
419
TCG
Tremblant Capital Group
Florida
$82.9M +$3.98M 2 8% Increased
420
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$82.8M +$18.9M 2 1.46% Increased
421
Shelton Capital Management
Shelton Capital Management
Colorado
$82.6M +$2.49M 2 1.9% Increased
422
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$81.8M -$4.12M 6 1.21% Reduced
423
Capital International Inc
Capital International Inc
California
$81.5M +$807K 2 0.79% Increased
424
Candriam SCA
Candriam SCA
Luxembourg
$80.6M -$82M 2 0.46% Reduced
425
Freestone Grove Partners
Freestone Grove Partners
California
$80.4M +$56.8M 4 0.61% Increased