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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
426
PAM
Pinpoint Asset Management
Hong Kong
$43M +$42M 2 10.06% Increased
427
M2MC
Matthew 25 Management Corp
Pennsylvania
$42.9M +$2.31M 1 16.34% Increased
428
Capital International Investors
Capital International Investors
California
$42.4M -$14.3M 1 0.01% Reduced
429
Viking Global Investors
Viking Global Investors
Connecticut
$42M +$38.9M 1 0.17% New
430
Patient Capital Management
Patient Capital Management
Maryland
$42M -$21.9M 1 2.46% Reduced
431
ICM
Invenomic Capital Management
Massachusetts
$41.8M +$3.73M 1 1.76% Increased
432
PIM
Platinum Investment Management
Australia
$41.7M +$26M 2 1.62% Increased
433
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$41.1M +$8.35M 4 0.05% Increased
434
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.9M -$147K 18 0.42% Reduced
435
CA
Cornerstone Advisors
North Carolina
$40.7M -$1.26M 1 1.89% Reduced
436
Graham Capital Management
Graham Capital Management
Connecticut
$40.6M +$7.47M 3 0.95% Increased
437
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$40.4M -$18.1M 8 0.3% Reduced
438
SteelPeak Wealth
SteelPeak Wealth
California
$40M -$6.88M 2 2.51% Reduced
439
Oppenheimer & Co
Oppenheimer & Co
New York
$39.8M +$2.29M 7 0.82% Increased
440
HSCU
Half Sky Capital (UK)
United Kingdom
$39.6M -$5.28M 1 23.66% Reduced
441
CAM
ClariVest Asset Management
California
$39.5M -$2.84M 2 2.15% Reduced
442
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$39.3M +$39.9M 3 0.14% New
443
SC
Styrax Capital
New York
$38.7M +$38.5M 1 4.63% New
444
KOC
Koss-Olinger Consulting
Florida
$38.6M +$367K 2 5.7% Increased
445
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$38.4M -$10.2M 2 1.01% Reduced
446
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$38.4M -$601M 3 0.45% Reduced
447
Metis Global Partners
Metis Global Partners
California
$38.2M +$5.39M 4 1.85% Increased
448
Voyager Global Management
Voyager Global Management
New York
$37.9M -$67.4M 1 1.78% Reduced
449
CC
Criteria Caixa
Spain
$37.5M $0 1 4.64% Maintained
450
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$37.5M +$722K 2 0.7% Increased