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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
Putnam Investments
Putnam Investments
Massachusetts
$164M +$769K 3 0.44% Increased
52
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$153M +$14.7M 3 0.35% Increased
53
Bank of Montreal
Bank of Montreal
Ontario, Canada
$153M +$2.22M 3 0.24% Increased
54
Managed Account Advisors
Managed Account Advisors
New Jersey
$145M +$15.4M 3 0.21% Increased
55
William Blair & Company
William Blair & Company
Illinois
$143M +$24.6M 3 0.25% Increased
56
Fred Alger Management
Fred Alger Management
New York
$140M +$39M 3 0.78% Increased
57
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$140M -$29.4M 3 0.34% Reduced
58
Fidelity International
Fidelity International
Bermuda
$133M -$67.9M 2 0.64% Reduced
59
Lazard Asset Management
Lazard Asset Management
New York
$133M -$28.9M 2 0.32% Reduced
60
EPCM
Eton Park Capital Management
New York
$127M -$32.8M 1 2.83% Reduced
61
Wellington Management Group
Wellington Management Group
Massachusetts
$124M -$60.4M 3 0.04% Reduced
62
Teachers Advisors
Teachers Advisors
New York
$118M -$32M 3 0.29% Reduced
63
HCM
Hoplite Capital Management
New York
$107M +$96.8M 1 3.81% New
64
Citadel Advisors
Citadel Advisors
Florida
$107M -$109K 3 0.16% Reduced
65
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$107M +$12.6M 2 0.29% Increased
66
Soros Fund Management
Soros Fund Management
New York
$103M +$49.3M 2 1.13% Increased
67
HAM
HHR Asset Management
New Jersey
$103M -$51.5M 1 4.51% Reduced
68
Capital Guardian Trust
Capital Guardian Trust
California
$101M +$54.7M 2 0.7% Increased
69
Neuberger Berman Group
Neuberger Berman Group
New York
$99.2M +$2.86M 2 0.11% Increased
70
Deutsche Bank
Deutsche Bank
Germany
$99.2M -$23.1M 3 0.07% Reduced
71
USAA
United Services Automobile Association
Texas
$98.8M +$1.44M 3 0.42% Increased
72
BRC
Blue Ridge Capital
New York
$96.7M +$74.2M 1 1.16% New
73
PC
Paulson & Co
New York
$93.5M $0 1 0.6% Maintained
74
MC
MSD Capital
New York
$90.5M $0 1 15.63% Maintained
75
Artisan Partners
Artisan Partners
Wisconsin
$89.1M -$1.69M 1 0.17% Reduced