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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
Deutsche Bank
Deutsche Bank
Germany
$352M +$209M 3 0.22% Increased
27
Invesco
Invesco
Georgia
$344M -$38M 3 0.13% Reduced
28
BlackRock Group
BlackRock Group
United Kingdom
$332M +$27.9M 3 0.18% Increased
29
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$309M +$19M 3 0.08% Increased
30
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$299M +$138M 3 1.98% Increased
31
Sanders Capital
Sanders Capital
Florida
$298M +$4.32M 1 2.94% Increased
32
SIG
Senator Investment Group
New York
$291M -$6.89M 1 3.09% Reduced
33
Primecap Management
Primecap Management
California
$281M -$12.9M 1 0.28% Reduced
34
ACM
Andor Capital Management
New York
$278M $0 1 17.71% Maintained
35
Russell Frank Company
Russell Frank Company
Washington
$273M -$8.72M 3 0.48% Reduced
36
Geode Capital Management
Geode Capital Management
Massachusetts
$269M +$6.68M 4 0.16% Increased
37
Winslow Capital Management
Winslow Capital Management
Minnesota
$265M +$279M 1 0.82% Increased
38
BAMCO Inc
BAMCO Inc
New York
$256M +$22.4M 2 1.03% Increased
39
Managed Account Advisors
Managed Account Advisors
New Jersey
$240M +$1.38M 3 0.24% Increased
40
Fred Alger Management
Fred Alger Management
New York
$234M +$7.92M 2 1.12% Increased
41
Marsico Capital Management
Marsico Capital Management
Colorado
$230M -$107M 1 1.85% Reduced
42
Comgest Global Investors
Comgest Global Investors
France
$226M +$303M 1 6.9% New
43
Allianz Asset Management
Allianz Asset Management
Germany
$222M -$58.6M 3 0.25% Reduced
44
Neuberger Berman Group
Neuberger Berman Group
New York
$218M +$8.6M 2 0.23% Increased
45
BlackRock Advisors
BlackRock Advisors
Delaware
$190M +$40.1M 2 0.19% Increased
46
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$184M +$9.71M 1 0.25% Increased
47
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$183M +$2.85M 3 0.36% Increased
48
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$179M -$173M 4 0.07% Reduced
49
BRC
Blue Ridge Capital
New York
$160M $0 1 1.94% Maintained
50
American Century Companies
American Century Companies
Missouri
$158M -$6.72M 2 0.18% Reduced