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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

Ride-Hailing & Shared Mobility
# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
26
Northern Trust
Northern Trust
Illinois
$442M +$9.87M 4 0.13% Increased
27
BlackRock Group
BlackRock Group
United Kingdom
$426M +$46.4M 3 0.23% Increased
28
Invesco
Invesco
Georgia
$396M +$22.6M 3 0.16% Increased
29
Goldman Sachs
Goldman Sachs
New York
$369M -$165M 4 0.11% Reduced
30
Geode Capital Management
Geode Capital Management
Massachusetts
$345M +$13.6M 4 0.2% Increased
31
Sanders Capital
Sanders Capital
Florida
$343M +$5.82K 1 3.23% Increased
32
Primecap Management
Primecap Management
California
$335M -$2.34M 1 0.33% Reduced
33
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$331M -$86.7M 2 0.27% Reduced
34
BAMCO Inc
BAMCO Inc
New York
$328M +$1.92M 1 1.29% Increased
35
Fred Alger Management
Fred Alger Management
New York
$311M +$65.2M 2 1.4% Increased
36
Managed Account Advisors
Managed Account Advisors
New Jersey
$298M +$18.6M 3 0.25% Increased
37
Russell Frank Company
Russell Frank Company
Washington
$270M +$25.1M 3 0.43% Increased
38
ACM
Andor Capital Management
New York
$268M $0 1 24.89% Maintained
39
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$266M +$72.9M 3 1.85% Increased
40
JPCCM
J&P (China) Capital Management
China
$264M -$2.37M 1 36.43% Reduced
41
SIG
Senator Investment Group
New York
$255M -$34.3M 1 2.22% Reduced
42
Allianz Asset Management
Allianz Asset Management
Germany
$232M +$24.5M 3 0.25% Increased
43
AQR Capital Management
AQR Capital Management
Connecticut
$217M +$21.6M 3 0.43% Increased
44
BlackRock Advisors
BlackRock Advisors
Delaware
$204M -$37.3M 2 0.21% Reduced
45
Westfield Capital Management
Westfield Capital Management
Massachusetts
$200M +$31.8M 1 1.22% Increased
46
Comgest Global Investors
Comgest Global Investors
France
$194M +$2.42M 1 6.43% Increased
47
GGHC
Gilder Gagnon Howe & Co
New York
$187M +$23.6M 1 2.46% Increased
48
Neuberger Berman Group
Neuberger Berman Group
New York
$186M -$3.28M 3 0.21% Reduced
49
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$175M -$9.95M 1 6.81% Reduced
50
Bank of America
Bank of America
North Carolina
$173M +$25.4M 4 0.06% Increased
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