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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
American Century Companies
American Century Companies
Missouri
$500M -$5.68M 3 0.5% Reduced
27
OppenheimerFunds
OppenheimerFunds
New York
$465M +$84.1M 2 0.56% Increased
28
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$460M +$18.7M 2 0.31% Increased
29
AllianceBernstein
AllianceBernstein
Tennessee
$460M +$26.2M 3 0.32% Increased
30
UBS AM
UBS AM
Illinois
$457M +$91.3M 3 0.35% Increased
31
Franklin Resources
Franklin Resources
California
$428M +$56.6M 3 0.22% Increased
32
Primecap Management
Primecap Management
California
$376M -$587K 1 0.28% Reduced
33
Generation Investment Management
Generation Investment Management
United Kingdom
$375M +$8.57M 1 3.31% Increased
34
SIG
Senator Investment Group
New York
$367M +$74.6M 1 3.64% Increased
35
Deutsche Bank
Deutsche Bank
Germany
$366M -$144M 4 0.18% Reduced
36
Capital Research Global Investors
Capital Research Global Investors
California
$332M +$44.6M 1 0.09% Increased
37
Allianz Asset Management
Allianz Asset Management
Germany
$315M -$23.4M 3 0.31% Reduced
38
Carmignac Gestion
Carmignac Gestion
France
$307M +$55.8M 1 2.29% Increased
39
Bank of America
Bank of America
North Carolina
$295M -$42.8M 7 0.05% Reduced
40
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$280M -$13.2M 2 0.48% Reduced
41
Credit Suisse
Credit Suisse
Switzerland
$244M -$42.6K 3 0.24% Reduced
42
Citigroup
Citigroup
New York
$240M +$39.7M 6 0.22% Increased
43
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$238M -$19.4M 2 0.3% Reduced
44
Swiss National Bank
Swiss National Bank
Switzerland
$224M -$1.37M 2 0.26% Reduced
45
Melvin Capital Management
Melvin Capital Management
New York
$207M +$155M 1 1.87% Increased
46
Harris Associates
Harris Associates
Illinois
$206M +$188K 1 0.33% Increased
47
Teachers Advisors
Teachers Advisors
New York
$202M -$340K 2 0.25% Reduced
48
Legal & General Group
Legal & General Group
United Kingdom
$200M -$5.48M 2 0.15% Reduced
49
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$200M +$30.5M 3 0.29% Increased
50
APG Asset Management
APG Asset Management
Netherlands
$197M +$63.3M 3 0.36% Increased