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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
26
Norges Bank
Norges Bank
Norway
$365M +$37M 3 0.21% Increased
27
BlackRock Group
BlackRock Group
United Kingdom
$353M +$86.7M 3 0.22% Increased
28
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$347M -$417M 2 1.37% Reduced
29
Harris Associates
Harris Associates
Illinois
$309M -$533M 1 0.55% Reduced
30
Vontobel Asset Management
Vontobel Asset Management
New York
$302M +$88.3M 1 3.5% Increased
31
Allianz Asset Management
Allianz Asset Management
Germany
$302M -$31.6M 3 0.36% Reduced
32
Epoch Investment Partners
Epoch Investment Partners
New York
$294M -$39.1M 1 1.18% Reduced
33
Primecap Management
Primecap Management
California
$279M -$864K 1 0.32% Reduced
34
Deutsche Bank
Deutsche Bank
Germany
$271M +$116M 3 0.19% Increased
35
Sanders Capital
Sanders Capital
Florida
$263M -$1.33M 1 3.05% Reduced
36
ACM
Andor Capital Management
New York
$261M +$90.4M 1 13.82% Increased
37
Russell Frank Company
Russell Frank Company
Washington
$255M -$32M 3 0.45% Reduced
38
Neuberger Berman Group
Neuberger Berman Group
New York
$250M +$144M 2 0.25% Increased
39
Geode Capital Management
Geode Capital Management
Massachusetts
$228M +$3.92M 4 0.15% Increased
40
SIG
Senator Investment Group
New York
$217M -$25.3M 1 2.59% Reduced
41
Managed Account Advisors
Managed Account Advisors
New Jersey
$207M +$6.64M 3 0.27% Increased
42
Capital World Investors
Capital World Investors
California
$199M +$21.5M 2 0.06% Increased
43
JAT Capital Management LP (Connecticut)
JAT Capital Management LP (Connecticut)
Connecticut
$198M +$191M 1 4.15% New
44
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$198M -$43.7M 1 7.07% Reduced
45
BlackRock Advisors
BlackRock Advisors
Delaware
$197M -$126M 4 0.19% Reduced
46
American Century Companies
American Century Companies
Missouri
$188M -$73.6M 3 0.22% Reduced
47
Renaissance Technologies
Renaissance Technologies
New York
$186M +$171M 3 0.45% Increased
48
Fred Alger Management
Fred Alger Management
New York
$180M +$17.1M 2 0.89% Increased
49
Bank of America
Bank of America
North Carolina
$173M -$186M 4 0.06% Reduced
50
Capital International Inc
Capital International Inc
California
$160M +$314K 1 7.06% Increased