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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
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$190M -$18.6M 3 1.45% Reduced
52
WCM Investment Management
WCM Investment Management
California
$185M +$64.8M 1 3.79% Increased
53
Allianz Asset Management
Allianz Asset Management
Germany
$171M -$25.9M 3 0.19% Reduced
54
Neuberger Berman Group
Neuberger Berman Group
New York
$171M +$36.4M 3 0.22% Increased
55
GGHC
Gilder Gagnon Howe & Co
New York
$164M -$6.09M 1 2.64% Reduced
56
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$162M -$6.75M 3 0.25% Reduced
57
Westfield Capital Management
Westfield Capital Management
Massachusetts
$159M -$29.4M 1 1.07% Reduced
58
BlackRock Investment Management
BlackRock Investment Management
Delaware
$153M +$5.92M 4 0.2% Increased
59
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$150M +$1.26M 1 6.09% Increased
60
California Public Employees Retirement System
California Public Employees Retirement System
California
$147M +$567K 4 0.23% Increased
61
Orbis Holdings
Orbis Holdings
Bermuda
$139M -$17.5M 1 1.09% Reduced
62
AQR Capital Management
AQR Capital Management
Connecticut
$138M -$49.5M 2 0.24% Reduced
63
AllianceBernstein
AllianceBernstein
Tennessee
$136M -$11.7M 3 0.12% Reduced
64
Comgest Global Investors
Comgest Global Investors
France
$135M -$19.2M 1 4.51% Reduced
65
ABC
Anchor Bolt Capital
Illinois
$127M +$49.1M 1 3.33% Increased
66
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$125M +$5.19M 3 0.21% Increased
67
Bank of Montreal
Bank of Montreal
Ontario, Canada
$123M +$8.64M 3 0.15% Increased
68
VOYA Investment Management
VOYA Investment Management
Georgia
$116M -$5.98M 2 0.28% Reduced
69
Panagora Asset Management
Panagora Asset Management
Massachusetts
$114M +$16.4M 2 0.56% Increased
70
HAM
HHR Asset Management
New Jersey
$114M -$3.3M 1 5.29% Reduced
71
Putnam Investments
Putnam Investments
Massachusetts
$112M -$1.54M 2 0.25% Reduced
72
GE
General Electric
Ohio
$109M -$4.32M 2 0.52% Reduced
73
Calamos Advisors
Calamos Advisors
Illinois
$108M +$17.6M 3 0.68% Increased
74
UBS AM
UBS AM
Illinois
$107M -$17M 2 0.12% Reduced
75
Barclays
Barclays
United Kingdom
$104M +$31.9M 3 0.13% Increased