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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
Credit Suisse
Credit Suisse
Switzerland
$177M +$16.3M 4 0.16% Increased
52
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$176M -$14.8M 3 0.14% Reduced
53
Fred Alger Management
Fred Alger Management
New York
$174M +$57.9M 3 0.87% Increased
54
HCM
Highfields Capital Management
Massachusetts
$172M $0 1 1.6% Maintained
55
Neuberger Berman Group
Neuberger Berman Group
New York
$169M -$123K 3 0.22% Reduced
56
Teachers Advisors
Teachers Advisors
New York
$161M +$49.3M 2 0.23% Increased
57
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$160M +$34.8M 3 0.34% Increased
58
California Public Employees Retirement System
California Public Employees Retirement System
California
$160M +$8.83M 4 0.26% Increased
59
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$156M -$9.56M 3 2.63% Reduced
60
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$143M +$10.2M 3 0.26% Increased
61
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$139M -$16.9M 1 6.38% Reduced
62
VanEck Associates
VanEck Associates
New York
$130M -$8.82M 2 0.57% Reduced
63
Charles Schwab
Charles Schwab
California
$124M +$4.64M 3 0.12% Increased
64
Wedge Capital Management
Wedge Capital Management
North Carolina
$121M -$7.73M 1 1.15% Reduced
65
Harding Loevner
Harding Loevner
New Jersey
$117M -$5.71M 1 0.77% Reduced
66
Ameriprise
Ameriprise
Minnesota
$115M -$52.2M 3 0.06% Reduced
67
Balyasny Asset Management
Balyasny Asset Management
Illinois
$113M +$87.4M 3 0.53% Increased
68
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$113M -$4.8M 2 0.23% Reduced
69
APG Asset Management
APG Asset Management
Netherlands
$109M -$8.92M 2 0.2% Reduced
70
Janus Henderson Group
Janus Henderson Group
$108M +$7.27M 3 0.76% Increased
71
Discovery Capital Management
Discovery Capital Management
Connecticut
$108M +$21.2M 1 2.01% Increased
72
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$101M +$8.91M 4 0.05% Increased
73
Westfield Capital Management
Westfield Capital Management
Massachusetts
$100M +$20.9M 1 0.86% Increased
74
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$99M +$181K 1 0.15% Increased
75
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$96.5M +$2.37M 3 0.15% Increased