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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
Bank of America
Bank of America
North Carolina
$407M +$254M 4 0.1% Increased
27
Invesco
Invesco
Georgia
$357M -$483K 3 0.15% Reduced
28
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$355M +$60.2M 2 0.32% Increased
29
Goldman Sachs
Goldman Sachs
New York
$341M +$1.58M 3 0.12% Increased
30
OppenheimerFunds
OppenheimerFunds
New York
$328M -$293M 3 0.44% Reduced
31
BAMCO Inc
BAMCO Inc
New York
$317M +$13.3M 1 1.43% Increased
32
Geode Capital Management
Geode Capital Management
Massachusetts
$315M +$1.87M 4 0.19% Increased
33
Sanders Capital
Sanders Capital
Florida
$308M +$2.04M 1 3.1% Increased
34
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$289M +$180M 2 1.81% Increased
35
Primecap Management
Primecap Management
California
$285M -$25.3M 1 0.32% Reduced
36
SIG
Senator Investment Group
New York
$283M +$55.7M 1 3.46% Increased
37
Fred Alger Management
Fred Alger Management
New York
$277M -$2.19M 2 1.51% Reduced
38
Deutsche Bank
Deutsche Bank
Germany
$254M -$157M 3 0.2% Reduced
39
ACM
Andor Capital Management
New York
$248M $0 1 39.05% Maintained
40
BlackRock Advisors
BlackRock Advisors
Delaware
$248M +$65.3M 2 0.27% Increased
41
JPCCM
J&P (China) Capital Management
China
$242M -$2.57M 1 50.38% Reduced
42
Russell Frank Company
Russell Frank Company
Washington
$228M -$8.02M 3 0.43% Reduced
43
American Century Companies
American Century Companies
Missouri
$204M +$49.3M 2 0.25% Increased
44
Winslow Capital Management
Winslow Capital Management
Minnesota
$200M +$133M 1 0.73% Increased
45
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$199M -$45.3M 3 1.54% Reduced
46
Teachers Advisors
Teachers Advisors
New York
$199M +$68.5M 2 0.4% Increased
47
Allianz Asset Management
Allianz Asset Management
Germany
$187M -$24.4M 3 0.22% Reduced
48
GGHC
Gilder Gagnon Howe & Co
New York
$176M +$3.39M 1 2.8% Increased
49
AQR Capital Management
AQR Capital Management
Connecticut
$168M -$26.9M 3 0.33% Reduced
50
Westfield Capital Management
Westfield Capital Management
Massachusetts
$167M -$11.3M 1 1.18% Reduced
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