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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
Neuberger Berman Group
Neuberger Berman Group
New York
$481M +$24.4M 3 0.55% Increased
27
American Century Companies
American Century Companies
Missouri
$457M -$105M 3 0.46% Reduced
28
Deutsche Bank
Deutsche Bank
Germany
$444M +$45.9M 4 0.21% Increased
29
AllianceBernstein
AllianceBernstein
Tennessee
$397M +$43M 2 0.29% Increased
30
OppenheimerFunds
OppenheimerFunds
New York
$391M +$52.4M 2 0.49% Increased
31
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$385M -$59.8M 3 0.26% Reduced
32
Franklin Resources
Franklin Resources
California
$361M -$9.79M 3 0.18% Reduced
33
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$357M +$211M 3 0.13% Increased
34
Generation Investment Management
Generation Investment Management
United Kingdom
$340M +$38.3M 1 3.31% Increased
35
UBS AM
UBS AM
Illinois
$319M +$94M 3 0.25% Increased
36
Capital Research Global Investors
Capital Research Global Investors
California
$314M +$297M 1 0.09% Increased
37
Bank of America
Bank of America
North Carolina
$306M -$48.3M 6 0.05% Reduced
38
Primecap Management
Primecap Management
California
$292M +$3.71M 1 0.22% Increased
39
William Blair Investment Management
William Blair Investment Management
Illinois
$291M +$105M 2 1.11% Increased
40
Allianz Asset Management
Allianz Asset Management
Germany
$281M +$23.5M 3 0.27% Increased
41
Carmignac Gestion
Carmignac Gestion
France
$274M +$732K 1 1.92% Increased
42
SIG
Senator Investment Group
New York
$272M -$55.2M 1 3.23% Reduced
43
GQG Partners
GQG Partners
Florida
$239M +$174M 1 6.18% Increased
44
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$237M -$15M 3 0.42% Reduced
45
Glenview Capital Management
Glenview Capital Management
New York
$228M -$22.8M 1 1.33% Reduced
46
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$217M +$3.49M 4 0.27% Increased
47
Credit Suisse
Credit Suisse
Switzerland
$203M -$126M 4 0.19% Reduced
48
Barclays
Barclays
United Kingdom
$201M -$41.7M 4 0.15% Reduced
49
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$191M +$19.9M 3 2.83% Increased
50
Harris Associates
Harris Associates
Illinois
$191M +$133K 1 0.32% Increased