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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
Northern Trust
Northern Trust
Illinois
$365M -$1.03M 4 0.11% Reduced
27
BlackRock Group
BlackRock Group
United Kingdom
$330M -$351K 3 0.18% Reduced
28
Sanders Capital
Sanders Capital
Florida
$321M -$5.71M 1 3.17% Reduced
29
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$302M +$5.73M 4 0.07% Increased
30
Deutsche Bank
Deutsche Bank
Germany
$301M -$14.8M 4 0.19% Reduced
31
Invesco
Invesco
Georgia
$277M -$20.8M 3 0.11% Reduced
32
Geode Capital Management
Geode Capital Management
Massachusetts
$276M +$10.1M 4 0.16% Increased
33
SIG
Senator Investment Group
New York
$271M -$45.1M 1 2.6% Reduced
34
Managed Account Advisors
Managed Account Advisors
New Jersey
$240M -$1.41M 3 0.21% Reduced
35
Primecap Management
Primecap Management
California
$238M -$1.2M 1 0.23% Reduced
36
Russell Frank Company
Russell Frank Company
Washington
$232M -$56.4M 3 0.43% Reduced
37
BAMCO Inc
BAMCO Inc
New York
$229M +$12.7M 1 0.89% Increased
38
Fred Alger Management
Fred Alger Management
New York
$221M -$21.3M 2 1% Reduced
39
BlackRock Advisors
BlackRock Advisors
Delaware
$216M +$15.3M 2 0.22% Increased
40
Comgest Global Investors
Comgest Global Investors
France
$191M -$24.1K 1 5.95% Reduced
41
ACM
Andor Capital Management
New York
$189M -$50.6M 1 18.75% Reduced
42
JPCCM
J&P (China) Capital Management
China
$188M -$174M 1 26.49% Reduced
43
AQR Capital Management
AQR Capital Management
Connecticut
$183M +$11.2M 2 0.42% Increased
44
Neuberger Berman Group
Neuberger Berman Group
New York
$178M -$51M 3 0.19% Reduced
45
Allianz Asset Management
Allianz Asset Management
Germany
$163M -$40.6M 3 0.19% Reduced
46
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$159M -$139M 3 1.12% Reduced
47
Westfield Capital Management
Westfield Capital Management
Massachusetts
$158M -$3.48M 1 0.91% Reduced
48
Bank of Montreal
Bank of Montreal
Ontario, Canada
$145M +$10.4M 3 0.17% Increased
49
Renaissance Technologies
Renaissance Technologies
New York
$139M +$83.5M 2 0.3% Increased
50
JAT Capital Management LP (Connecticut)
JAT Capital Management LP (Connecticut)
Connecticut
$138M +$9.96M 1 3.73% Increased