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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
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$204M +$89.9M 3 3.05% Increased
52
Teachers Advisors
Teachers Advisors
New York
$202M +$1.31M 3 0.26% Increased
53
Legal & General Group
Legal & General Group
United Kingdom
$192M -$146M 3 0.14% Reduced
54
Harris Associates
Harris Associates
Illinois
$190M -$151K 1 0.31% Reduced
55
California Public Employees Retirement System
California Public Employees Retirement System
California
$186M +$5.65M 4 0.25% Increased
56
Charles Schwab
Charles Schwab
California
$161M +$8.37M 4 0.13% Increased
57
William Blair Investment Management
William Blair Investment Management
Illinois
$160M +$12.7M 2 0.62% Increased
58
Citigroup
Citigroup
New York
$160M +$14.4M 4 0.13% Increased
59
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$143M +$56.4M 3 0.22% Increased
60
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$141M +$54.1M 3 0.14% Increased
61
UBS Group
UBS Group
Switzerland
$137M -$11M 7 0.06% Reduced
62
Eaton Vance Management
Eaton Vance Management
Massachusetts
$131M +$11.8M 3 0.32% Increased
63
APG Asset Management
APG Asset Management
Netherlands
$130M +$22.8M 2 0.24% Increased
64
Putnam Investments
Putnam Investments
Massachusetts
$126M +$2.35M 2 0.28% Increased
65
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$122M -$9.38M 1 0.16% Reduced
66
Harding Loevner
Harding Loevner
New Jersey
$122M -$3.49M 1 0.69% Reduced
67
Ameriprise
Ameriprise
Minnesota
$119M -$14.9M 3 0.05% Reduced
68
SEI Investments
SEI Investments
Pennsylvania
$118M +$33.6M 4 0.41% Increased
69
Russell Investments Group
Russell Investments Group
United Kingdom
$117M -$18.4M 3 0.2% Reduced
70
TPI
Tesco Pension Investment
United Kingdom
$115M +$45.7M 1 3.06% Increased
71
Citadel Advisors
Citadel Advisors
Florida
$114M -$30.6M 3 0.07% Reduced
72
SCM
Somerset Capital Management
United Kingdom
$113M -$311K 1 22.72% Reduced
73
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$112M -$629K 1 4.69% Reduced
74
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$109M +$2.21M 3 0.22% Increased
75
TD Asset Management
TD Asset Management
Ontario, Canada
$107M +$78.7M 2 0.16% Increased