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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
Epoch Investment Partners
Epoch Investment Partners
New York
$120M +$111M 1 0.6% New
52
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$118M +$109M 3 0.27% New
53
Capital International Inc
Capital International Inc
California
$112M +$103M 1 4.09% New
54
GGHC
Gilder Gagnon Howe & Co
New York
$101M +$70.9M 2 1.9% New
55
Managed Account Advisors
Managed Account Advisors
New Jersey
$99.2M +$89.9M 3 0.15% New
56
HAM
HHR Asset Management
New Jersey
$94.4M +$66.2M 1 4.6% New
57
Barclays
Barclays
United Kingdom
$93M +$83.3M 3 0.12% New
58
Citadel Advisors
Citadel Advisors
Florida
$88.1M +$80.1M 3 0.15% New
59
William Blair & Company
William Blair & Company
Illinois
$88M +$80.8M 2 0.17% New
60
Deutsche Bank
Deutsche Bank
Germany
$86M +$69.3M 3 0.07% New
61
Fred Alger Management
Fred Alger Management
New York
$85.4M +$78.9M 3 0.51% New
62
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$83.5M +$77.2M 1 0.42% New
63
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$82.2M +$61.5M 4 0.05% New
64
USAA
United Services Automobile Association
Texas
$81.9M +$75.6M 2 0.38% New
65
PC
Paulson & Co
New York
$81.1M +$75M 1 0.57% New
66
TGA
Trilogy Global Advisors
Florida
$80.4M +$73.8M 1 1.87% New
67
MC
MSD Capital
New York
$78.6M +$72.6M 1 13.96% New
68
Neuberger Berman Group
Neuberger Berman Group
New York
$77.5M +$71.4M 2 0.09% New
69
Discovery Capital Management
Discovery Capital Management
Connecticut
$73.1M +$67.2M 1 0.78% New
70
VM
Valinor Management
New York
$68M +$62.8M 1 2.81% New
71
Wasatch Advisors
Wasatch Advisors
Utah
$67M +$47M 1 0.73% New
72
BM
Bridger Management
New York
$64.4M +$45.2M 1 4.74% New
73
Marsico Capital Management
Marsico Capital Management
Colorado
$64.3M +$52.6M 2 0.4% New
74
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$62.2M +$57.1M 1 0.27% New
75
Frontier Capital Management
Frontier Capital Management
Massachusetts
$61.5M +$56.8M 1 0.51% New