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
Kansas City,
Missouri
| $526M | +$46.9M | 4 | 0.53% | Increased |
|
| 27 |
Morgan Stanley
New York
| $519M | -$78.1M | 11 | 0.15% | Reduced |
|
| 28 |
Northern Trust
Chicago,
Illinois
| $515M | +$1.72M | 5 | 0.13% | Increased |
|
| 29 |
BAMCO Inc
New York
| $500M | -$3.69M | 3 | 2.12% | Reduced |
|
| 30 |
Citadel Advisors
Miami,
Florida
| $481M | +$454M | 6 | 0.24% | Increased |
|
| 31 |
AEPI
AH Equity Partners III
Menlo Park,
California
| $473M | +$473M | 1 | 96.47% | New |
|
| 32 |
Franklin Resources
San Mateo,
California
| $471M | +$80.7M | 4 | 0.25% | Increased |
|
| 33 |
Janus Henderson Group
London,
| $467M | +$78.7M | 4 | 0.26% | Increased |
|
| 34 |
Bank of New York Mellon
New York
| $457M | -$68.3M | 7 | 0.13% | Reduced |
|
| 35 |
TIAA CREF Investment Management
New York
| $452M | +$175M | 4 | 0.32% | Increased |
|
| 36 |
Wells Fargo
San Francisco,
California
| $432M | -$65.8M | 7 | 0.13% | Reduced |
|
| 37 |
Neuberger Berman Group
New York
| $430M | +$34.7M | 4 | 0.53% | Increased |
|
| 38 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $364M | +$96.3M | 5 | 0.22% | Increased |
|
| 39 |
Allianz Asset Management
Munich,
Germany
| $341M | +$187M | 4 | 0.34% | Increased |
|
| 40 |
Generation Investment Management
London,
United Kingdom
| $336M | +$94.3M | 1 | 2.45% | Increased |
|
| 41 |
UBS AM
Chicago,
Illinois
| $326M | +$17.9M | 5 | 0.24% | Increased |
|
| 42 |
Two Sigma Advisers
New York
| $326M | +$294M | 3 | 0.82% | Increased |
|
| 43 |
GBCP
Glade Brook Capital Partners
Greenwich,
Connecticut
| $325M | +$325M | 1 | 100% | New |
|
| 44 |
SIG
Senator Investment Group
New York
| $314M | +$211M | 2 | 7.09% | Increased |
|
| 45 |
Primecap Management
Pasadena,
California
| $295M | +$39M | 2 | 0.22% | Increased |
|
| 46 |
Bank of America
Charlotte,
North Carolina
| $283M | +$89.9M | 9 | 0.04% | Increased |
|
| 47 |
Jane Street
New York
| $280M | +$255M | 8 | 0.46% | Increased |
|
| 48 |
Capital Research Global Investors
Los Angeles,
California
| $279M | -$1.49M | 1 | 0.09% | Reduced |
|
| 49 |
Teachers Advisors
New York
| $255M | +$76.7M | 4 | 0.31% | Increased |
|
| 50 |
Waddell & Reed Financial
Overland Park,
Kansas
| $245M | +$195M | 3 | 0.61% | Increased |
|