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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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$165M +$19.2M 3 0.4% Increased
52
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$163M +$84.1M 4 0.07% Increased
53
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$163M +$17.4M 3 0.26% Increased
54
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$154M -$8.86M 1 6.58% Reduced
55
California Public Employees Retirement System
California Public Employees Retirement System
California
$138M -$2.95M 4 0.23% Reduced
56
Credit Suisse
Credit Suisse
Switzerland
$136M +$39.3M 3 0.16% Increased
57
AllianceBernstein
AllianceBernstein
Tennessee
$134M -$15.6M 2 0.11% Reduced
58
BlackRock Investment Management
BlackRock Investment Management
Delaware
$132M +$22.3M 4 0.18% Increased
59
HAM
HHR Asset Management
New Jersey
$121M +$11.9M 1 5.14% Increased
60
AL
AJO LP
Pennsylvania
$121M +$821K 1 0.56% Increased
61
UBS AM
UBS AM
Illinois
$118M -$7.81M 2 0.13% Reduced
62
Neuberger Berman Group
Neuberger Berman Group
New York
$114M -$48.5M 3 0.15% Reduced
63
USAA
United Services Automobile Association
Texas
$111M -$22.2M 3 0.42% Reduced
64
VOYA Investment Management
VOYA Investment Management
Georgia
$109M +$150K 2 0.27% Increased
65
Orbis Holdings
Orbis Holdings
Bermuda
$108M +$73.6M 1 0.92% Increased
66
Comgest Global Investors
Comgest Global Investors
France
$106M -$36.9M 1 4.02% Reduced
67
Putnam Investments
Putnam Investments
Massachusetts
$103M -$7.24M 3 0.23% Reduced
68
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$101M +$26.1M 3 0.2% Increased
69
Charles Schwab
Charles Schwab
California
$100M +$955K 3 0.15% Increased
70
Bank of Montreal
Bank of Montreal
Ontario, Canada
$99.8M -$19.3M 3 0.14% Reduced
71
GE
General Electric
Ohio
$99.1M +$11.7M 2 0.24% Increased
72
Franklin Resources
Franklin Resources
California
$95.7M +$75.9M 3 0.05% Increased
73
APG Asset Management
APG Asset Management
Netherlands
$88.7M +$8.49M 3 0.2% Increased
74
Panagora Asset Management
Panagora Asset Management
Massachusetts
$86.3M +$17M 2 0.46% Increased
75
Rockefeller Financial Services
Rockefeller Financial Services
New York
$85.9M +$6.47M 2 1.75% Increased