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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
Deutsche Bank
Deutsche Bank
Germany
$309M -$48.5M 9 0.21% Reduced
52
AG
Alibaba Group
Hong Kong
$295M +$395M 1 26.01% New
53
Capital Research Global Investors
Capital Research Global Investors
California
$285M -$270M 1 0.09% Reduced
54
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$282M +$91.2M 2 5.01% Increased
55
APG Asset Management
APG Asset Management
Netherlands
$262M +$17.8M 2 0.43% Increased
56
Charles Schwab
Charles Schwab
California
$249M +$21M 7 0.15% Increased
57
AEPI
AH Equity Partners III
California
$247M $0 1 40.07% Maintained
58
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$241M +$8.15M 3 0.62% Increased
59
Legal & General Group
Legal & General Group
United Kingdom
$239M +$6.71M 6 0.13% Increased
60
Credit Suisse
Credit Suisse
Switzerland
$237M -$63.4M 6 0.2% Reduced
61
Allianz Asset Management
Allianz Asset Management
Germany
$232M -$42.5M 5 0.23% Reduced
62
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$226M +$6.93M 4 1.73% Increased
63
GIM
Genesis Investment Management
United Kingdom
$223M +$247M 1 6.51% New
64
General Atlantic
General Atlantic
New York
$219M $0 1 14.56% Maintained
65
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$205M -$27M 6 0.31% Reduced
66
Tiger Global Management
Tiger Global Management
New York
$203M $0 1 1.08% Maintained
67
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$201M +$3.04M 4 0.25% Increased
68
Swiss National Bank
Swiss National Bank
Switzerland
$200M +$2.95M 4 0.21% Increased
69
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$198M +$8.26M 5 0.41% Increased
70
William Blair Investment Management
William Blair Investment Management
Illinois
$197M +$13M 2 0.84% Increased
71
Harris Associates
Harris Associates
Illinois
$197M -$18.5K 1 0.38% Reduced
72
SC US (TTGP)
SC US (TTGP)
California
$190M $0 1 8.41% Maintained
73
LSCM
Light Street Capital Management
California
$189M -$23.6M 3 13.55% Reduced
74
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$184M +$39M 3 7.03% Increased
75
Citigroup
Citigroup
New York
$180M +$46.3M 8 0.14% Increased