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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
Genesis Asset Managers
Genesis Asset Managers
United Kingdom
$167M +$75.4M 1 5.94% Increased
52
APG Asset Management
APG Asset Management
Netherlands
$160M +$27.1M 2 0.32% Increased
53
CCM
Cadian Capital Management
New York
$152M +$44.6M 1 7.09% Increased
54
Eaton Vance Management
Eaton Vance Management
Massachusetts
$152M +$10.1M 3 0.39% Increased
55
Bank of Montreal
Bank of Montreal
Ontario, Canada
$146M -$969M 5 0.14% Reduced
56
Sands Capital Management
Sands Capital Management
Virginia
$146M +$24.1M 2 0.52% Increased
57
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$146M +$31.6M 3 0.07% Increased
58
ARK Investment Management
ARK Investment Management
Florida
$144M -$145M 2 5.83% Reduced
59
Harris Associates
Harris Associates
Illinois
$138M -$96K 1 0.28% Reduced
60
Cevian Capital II
Cevian Capital II
Jersey
$135M $0 1 25.13% Maintained
61
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$128M -$17.1M 1 5.59% Reduced
62
D.E. Shaw & Co
D.E. Shaw & Co
New York
$128M +$36.7M 2 0.18% Increased
63
SEI Investments
SEI Investments
Pennsylvania
$124M -$1.8M 3 0.44% Reduced
64
William Blair Investment Management
William Blair Investment Management
Illinois
$123M -$33M 2 0.61% Reduced
65
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$120M -$17.5M 3 0.11% Reduced
66
WM
WS Management
Florida
$117M +$52.2M 1 5.7% Increased
67
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$115M -$12.7M 4 0.11% Reduced
68
HP
Hound Partners
New York
$114M +$92.9M 1 3.66% Increased
69
California Public Employees Retirement System
California Public Employees Retirement System
California
$112M -$2.61M 5 0.16% Reduced
70
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$108M +$12.8M 4 0.24% Increased
71
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$107M -$14.4M 1 0.27% Reduced
72
LSCM
Light Street Capital Management
California
$103M +$8.95M 2 7.82% Increased
73
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$102M +$2.92M 2 0.23% Increased
74
Asset Management One
Asset Management One
Japan
$99M +$1.15M 3 0.24% Increased
75
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$98.2M -$18.8M 6 0.05% Reduced