← All themes

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
Wells Fargo
Wells Fargo
California
$418M -$62M 5 0.14% Reduced
27
AllianceBernstein
AllianceBernstein
Tennessee
$393M +$41.3M 4 0.29% Increased
28
Neuberger Berman Group
Neuberger Berman Group
New York
$313M -$132M 3 0.44% Reduced
29
Franklin Resources
Franklin Resources
California
$311M +$15.8M 3 0.19% Increased
30
Janus Henderson Group
Janus Henderson Group
$310M -$83.8M 3 0.2% Reduced
31
Primecap Management
Primecap Management
California
$304M -$62M 1 0.25% Reduced
32
UBS AM
UBS AM
Illinois
$290M -$89.3M 4 0.25% Reduced
33
Millennium Management
Millennium Management
New York
$289M +$212M 5 0.45% Increased
34
Deutsche Bank
Deutsche Bank
Germany
$284M -$3.14M 5 0.2% Reduced
35
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$264M +$22.9M 3 0.21% Increased
36
Capital Research Global Investors
Capital Research Global Investors
California
$224M -$23.1M 1 0.08% Reduced
37
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$215M +$19.6M 2 0.23% Increased
38
Legal & General Group
Legal & General Group
United Kingdom
$213M +$6.52M 4 0.17% Increased
39
Swiss National Bank
Swiss National Bank
Switzerland
$195M +$4.26M 3 0.25% Increased
40
Credit Suisse
Credit Suisse
Switzerland
$190M +$30.5M 4 0.2% Increased
41
GGHC
Gilder Gagnon Howe & Co
New York
$190M +$7.85M 1 2.7% Increased
42
Generation Investment Management
Generation Investment Management
United Kingdom
$184M -$6.14M 1 1.55% Reduced
43
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$183M -$2.91M 2 1.87% Reduced
44
Bank of America
Bank of America
North Carolina
$181M +$6.06M 8 0.03% Increased
45
Charles Schwab
Charles Schwab
California
$180M +$8.8M 4 0.14% Increased
46
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$180M -$43.3M 3 0.26% Reduced
47
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$178M -$5.28M 2 0.74% Reduced
48
Teachers Advisors
Teachers Advisors
New York
$171M +$34.9M 3 0.24% Increased
49
Two Sigma Investments
Two Sigma Investments
New York
$171M +$138M 3 0.67% Increased
50
Allianz Asset Management
Allianz Asset Management
Germany
$170M -$114M 3 0.19% Reduced