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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
American Century Companies
American Century Companies
Missouri
$170M +$6.69M 2 0.19% Increased
52
AllianceBernstein
AllianceBernstein
Tennessee
$166M +$38.1M 2 0.14% Increased
53
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$161M -$165K 2 0.37% Reduced
54
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$160M +$30.7M 2 0.23% Increased
55
California Public Employees Retirement System
California Public Employees Retirement System
California
$157M -$2.01M 4 0.24% Reduced
56
USAA
United Services Automobile Association
Texas
$149M -$2.86M 3 0.52% Reduced
57
Teachers Advisors
Teachers Advisors
New York
$144M +$32.8M 2 0.27% Increased
58
UBS AM
UBS AM
Illinois
$139M -$3.07M 2 0.13% Reduced
59
Marsico Capital Management
Marsico Capital Management
Colorado
$135M +$21.8M 2 1.19% Increased
60
AL
AJO LP
Pennsylvania
$135M +$21.6M 1 0.57% Increased
61
Bank of Montreal
Bank of Montreal
Ontario, Canada
$134M -$22.8M 3 0.16% Reduced
62
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$128M +$59.3M 2 0.74% Increased
63
BlackRock Investment Management
BlackRock Investment Management
Delaware
$123M +$14.8M 3 0.15% Increased
64
Putnam Investments
Putnam Investments
Massachusetts
$122M -$5.03M 2 0.25% Reduced
65
VOYA Investment Management
VOYA Investment Management
Georgia
$121M -$2.75M 2 0.28% Reduced
66
Credit Suisse
Credit Suisse
Switzerland
$119M +$13.5M 4 0.12% Increased
67
HAM
HHR Asset Management
New Jersey
$118M -$32.6M 1 4.76% Reduced
68
Harding Loevner
Harding Loevner
New Jersey
$116M +$81.3M 1 0.81% Increased
69
Charles Schwab
Charles Schwab
California
$110M +$6.81M 3 0.15% Increased
70
WCM Investment Management
WCM Investment Management
California
$103M +$37.7M 1 2.32% Increased
71
GE
General Electric
Ohio
$98.9M +$26M 2 0.22% Increased
72
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$92.7M +$46.1M 2 0.22% Increased
73
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$92.6M -$77.1M 4 0.04% Reduced
74
APG Asset Management
APG Asset Management
Netherlands
$91.4M +$11.1M 3 0.18% Increased
75
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$91.2M -$12.3M 3 0.18% Reduced