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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
$1.77B -$180M 4 1.57% Reduced
27
Coatue Management
Coatue Management
New York
$1.76B +$873M 2 9.26% Increased
28
Sands Capital Management
Sands Capital Management
Virginia
$1.66B +$88.6M 3 3.59% Increased
29
Citigroup
Citigroup
New York
$1.57B -$115M 8 1.02% Reduced
30
Bank of America
Bank of America
North Carolina
$1.55B +$111M 15 0.21% Increased
31
Swiss National Bank
Swiss National Bank
Switzerland
$1.48B -$10.3M 5 1.15% Reduced
32
ARK Investment Management
ARK Investment Management
Florida
$1.47B -$46.5M 1 8.73% Reduced
33
Capital Research Global Investors
Capital Research Global Investors
California
$1.36B +$43.7M 3 0.41% Increased
34
Charles Schwab
Charles Schwab
California
$1.22B +$154M 7 0.56% Increased
35
ClearBridge Investments
ClearBridge Investments
New York
$1.2B -$9.93M 2 1.03% Reduced
36
Deutsche Bank
Deutsche Bank
Germany
$1.16B -$126M 11 0.8% Reduced
37
Wellington Management Group
Wellington Management Group
Massachusetts
$1.13B -$536M 5 0.23% Reduced
38
Allianz Asset Management
Allianz Asset Management
Germany
$1.1B +$221M 4 1.28% Increased
39
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$1.07B +$16.5M 1 18.12% Increased
40
GGHC
Gilder Gagnon Howe & Co
New York
$1.04B -$107M 3 6.38% Reduced
41
Artisan Partners
Artisan Partners
Wisconsin
$1.02B +$68.9M 3 1.45% Increased
42
Barclays
Barclays
United Kingdom
$998M +$46.5M 7 0.59% Increased
43
Ameriprise
Ameriprise
Minnesota
$987M +$133M 6 0.4% Increased
44
AllianceBernstein
AllianceBernstein
Tennessee
$974M -$134M 6 0.52% Reduced
45
California Public Employees Retirement System
California Public Employees Retirement System
California
$950M +$23.6M 9 0.85% Increased
46
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$928M -$51.6M 4 1.14% Reduced
47
Credit Suisse
Credit Suisse
Switzerland
$859M -$468M 9 0.52% Reduced
48
JSP
Jackson Square Partners
California
$847M +$91.8M 2 3.96% Increased
49
Harding Loevner
Harding Loevner
New Jersey
$840M -$373M 1 3.03% Reduced
50
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$825M +$174M 13 0.29% Increased