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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
51
Vanguard Asset Management
Vanguard Asset Management
$2.79B +$325M 14 1.88% Increased
52
Wells Fargo
Wells Fargo
California
$2.78B +$196M 27 0.45% Increased
53
Pershing Square Capital Management
Pershing Square Capital Management
New York
$2.48B +$320M 1 12.72% Increased
54
Victory Capital Management
Victory Capital Management
Texas
$2.46B +$487M 13 1.38% Increased
55
Fred Alger Management
Fred Alger Management
New York
$2.43B -$694M 2 8.09% Reduced
56
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$2.35B -$9.5M 18 1.78% Reduced
57
Aberdeen Group
Aberdeen Group
United Kingdom
$2.31B +$318M 6 3.24% Increased
58
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$2.12B -$34.1M 11 1.95% Reduced
59
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.11B -$300M 25 0.16% Reduced
60
D.E. Shaw & Co
D.E. Shaw & Co
New York
$2.1B -$63.7M 14 1% Reduced
61
Principal Financial Group
Principal Financial Group
Iowa
$2.08B +$73M 9 1.02% Increased
62
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$2.04B +$46.4M 2 1.34% Increased
63
National Bank of Canada
National Bank of Canada
Quebec, Canada
$2.01B -$510M 19 1.43% Reduced
64
LPL Financial
LPL Financial
California
$1.98B +$80.4M 22 0.45% Increased
65
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$1.88B -$147M 7 2.35% Reduced
66
Holocene Advisors
Holocene Advisors
New York
$1.84B +$229M 5 4.14% Increased
67
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$1.79B -$360M 1 6.16% Reduced
68
Two Sigma Investments
Two Sigma Investments
New York
$1.75B -$273M 15 1.27% Reduced
69
VARA
Value Aligned Research Advisors
New Jersey
$1.69B +$57.6M 1 4.2% Increased
70
Raymond James Financial
Raymond James Financial
Florida
$1.69B +$73.9M 18 0.46% Increased
71
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.66B +$941M 4 0.53% Increased
72
SB Investment Advisers (UK)
SB Investment Advisers (UK)
United Kingdom
$1.61B -$33.8M 2 21.04% Reduced
73
NMO
Newlands Management Operations
Texas
$1.58B $0 1 9.56% Maintained
74
AQR Capital Management
AQR Capital Management
Connecticut
$1.53B -$79.2M 14 0.54% Reduced
75
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.52B +$297M 6 2.13% Increased