← All themes

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
Vontobel Asset Management
Vontobel Asset Management
New York
$365M +$8.43M 1 3.68% Increased
27
BlackRock Group
BlackRock Group
United Kingdom
$322M -$56.3M 3 0.19% Reduced
28
Primecap Management
Primecap Management
California
$318M -$2.57M 1 0.35% Reduced
29
Allianz Asset Management
Allianz Asset Management
Germany
$313M -$23.6M 3 0.39% Reduced
30
Deutsche Bank
Deutsche Bank
Germany
$305M +$5.5M 3 0.21% Increased
31
ACM
Andor Capital Management
New York
$300M $0 1 16.28% Maintained
32
SIG
Senator Investment Group
New York
$275M +$54M 1 2.89% Increased
33
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$274M -$119M 3 0.08% Reduced
34
Sanders Capital
Sanders Capital
Florida
$271M +$4.87M 1 3.02% Increased
35
Neuberger Berman Group
Neuberger Berman Group
New York
$265M +$2.49M 2 0.26% Increased
36
Russell Frank Company
Russell Frank Company
Washington
$259M -$1.34M 3 0.45% Reduced
37
Geode Capital Management
Geode Capital Management
Massachusetts
$241M -$3.05M 4 0.16% Reduced
38
Managed Account Advisors
Managed Account Advisors
New Jersey
$237M +$19.3M 3 0.28% Increased
39
Fred Alger Management
Fred Alger Management
New York
$234M +$48.4M 3 1.15% Increased
40
American Century Companies
American Century Companies
Missouri
$233M +$21.9M 3 0.27% Increased
41
JAT Capital Management LP (Connecticut)
JAT Capital Management LP (Connecticut)
Connecticut
$228M $0 1 4.22% Maintained
42
BAMCO Inc
BAMCO Inc
New York
$213M +$82.5M 2 0.84% Increased
43
BRC
Blue Ridge Capital
New York
$212M +$182M 1 2.09% New
44
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$209M -$158M 2 0.83% Reduced
45
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$203M +$47.5M 3 0.25% Increased
46
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$201M -$23.1M 1 7.07% Reduced
47
Harris Associates
Harris Associates
Illinois
$201M -$110M 1 0.34% Reduced
48
Citadel Advisors
Citadel Advisors
Florida
$183M +$98.9M 3 0.21% Increased
49
Capital Guardian Trust
Capital Guardian Trust
California
$175M +$15.3M 2 1.19% Increased
50
Bank of Montreal
Bank of Montreal
Ontario, Canada
$175M +$9.55M 4 0.2% Increased