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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
Janus Henderson Group
Janus Henderson Group
$480M -$174M 4 0.26% Reduced
27
AllianceBernstein
AllianceBernstein
Tennessee
$464M +$50.9M 4 0.3% Increased
28
UBS AM
UBS AM
Illinois
$417M +$17.8M 4 0.31% Increased
29
American Century Companies
American Century Companies
Missouri
$413M -$14.2M 3 0.4% Reduced
30
Franklin Resources
Franklin Resources
California
$386M -$4.12M 3 0.19% Reduced
31
Cevian Capital II
Cevian Capital II
Jersey
$315M +$294M 1 38.85% New
32
SIG
Senator Investment Group
New York
$308M -$29.7M 1 3.97% Reduced
33
Carmignac Gestion
Carmignac Gestion
France
$303M +$22.6M 1 2.57% Increased
34
Capital Research Global Investors
Capital Research Global Investors
California
$295M -$9.27M 1 0.09% Reduced
35
Primecap Management
Primecap Management
California
$293M +$3.41M 1 0.2% Increased
36
Citadel Advisors
Citadel Advisors
Florida
$281M +$178M 5 0.13% Increased
37
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$277M +$292M 4 0.09% Increased
38
Deutsche Bank
Deutsche Bank
Germany
$273M -$36.4M 5 0.14% Reduced
39
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$268M -$145M 2 0.18% Reduced
40
Harding Loevner
Harding Loevner
New Jersey
$259M +$107M 1 1.35% Increased
41
Generation Investment Management
Generation Investment Management
United Kingdom
$258M -$92.4M 1 2.06% Reduced
42
ARK Investment Management
ARK Investment Management
Florida
$249M +$111M 2 7.53% Increased
43
Allianz Asset Management
Allianz Asset Management
Germany
$242M -$6.88M 3 0.22% Reduced
44
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$213M +$18.2M 3 0.25% Increased
45
Bank of America
Bank of America
North Carolina
$202M -$65.8M 9 0.03% Reduced
46
Credit Suisse
Credit Suisse
Switzerland
$196M -$18.2M 4 0.18% Reduced
47
William Blair Investment Management
William Blair Investment Management
Illinois
$192M +$39.5M 2 0.67% Increased
48
Eaton Vance Management
Eaton Vance Management
Massachusetts
$192M +$69.9M 3 0.43% Increased
49
Harris Associates
Harris Associates
Illinois
$189M +$55.7K 1 0.3% Increased
50
Charles Schwab
Charles Schwab
California
$187M +$26.6M 4 0.12% Increased