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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
Evercore Wealth Management
Evercore Wealth Management
New York
$122M +$3.46M 3 1.79% Increased
402
Vinva Investment Management
Vinva Investment Management
Australia
$120M +$19.1M 4 2.35% Increased
403
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$120M +$9.98M 6 0.47% Increased
404
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$120M +$16M 4 1.29% Increased
405
Generali Asset Management
Generali Asset Management
Italy
$119M +$3.76M 3 2.55% Increased
406
TLA
Tree Line Advisors
Hong Kong
$118M $0 1 21.54% Maintained
407
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$117M -$18.7M 7 1.3% Reduced
408
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$117M -$30.9M 3 0.9% Reduced
409
Jump Financial
Jump Financial
Illinois
$113M -$1.9M 9 1.35% Reduced
410
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$113M +$13.1M 9 1.16% Increased
411
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$113M +$11.8M 2 1.11% Increased
412
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$111M +$15.4M 4 2.05% Increased
413
Douglas Lane & Associates
Douglas Lane & Associates
New York
$110M -$2.61M 3 1.53% Reduced
414
Mubadala Investment Company
Mubadala Investment Company
United Arab Emirates
$110M -$15.1M 3 0.61% Reduced
415
Shelton Capital Management
Shelton Capital Management
Colorado
$109M -$3.45M 2 2.33% Reduced
416
PFM
Privium Fund Management
Netherlands
$109M +$694K 1 19.51% Increased
417
NSGL
No Street GP LP
California
$108M +$4.68M 1 7.09% Increased
418
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$107M +$7.53M 4 1.56% Increased
419
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$106M +$17.3M 3 1.21% Increased
420
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$106M -$37.8M 2 4.36% Reduced
421
Vontobel Holding
Vontobel Holding
Switzerland
$106M +$14.8M 10 0.32% Increased
422
Norinchukin Bank
Norinchukin Bank
Japan
$105M +$2.27M 3 1.41% Increased
423
WHCM
Wolf Hill Capital Management
Connecticut
$105M +$44.3M 1 9.65% Increased
424
Verition Fund Management
Verition Fund Management
Connecticut
$105M +$21.9M 16 0.43% Increased
425
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$105M -$5.11M 6 0.18% Reduced