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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
Charles Schwab
Charles Schwab
California
$594M +$13.5M 7 0.29% Increased
52
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$579M +$24.3M 4 0.74% Increased
53
Generation Investment Management
Generation Investment Management
United Kingdom
$568M +$33.2M 1 3.28% Increased
54
California Public Employees Retirement System
California Public Employees Retirement System
California
$540M +$56.2M 9 0.53% Increased
55
D.E. Shaw & Co
D.E. Shaw & Co
New York
$537M +$353M 5 0.64% Increased
56
Viking Global Investors
Viking Global Investors
Connecticut
$512M -$304M 1 2.21% Reduced
57
Barclays
Barclays
United Kingdom
$511M +$66.6M 6 0.39% Increased
58
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$491M -$47.4M 4 1.19% Reduced
59
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$477M -$358M 3 0.19% Reduced
60
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$466M +$58.9M 5 0.8% Increased
61
Allianz Asset Management
Allianz Asset Management
Germany
$439M +$88.4M 5 0.51% Increased
62
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$435M +$47.9M 4 0.77% Increased
63
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$429M +$25.4M 11 0.17% Increased
64
Alphabet Inc
Alphabet Inc
California
$425M -$14.4K 2 19.6% Reduced
65
Pendal Group
Pendal Group
Australia
$423M +$369M 2 5.77% Increased
66
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$416M -$33.3M 1 7.34% Reduced
67
APG Asset Management
APG Asset Management
Netherlands
$415M +$107M 3 0.76% Increased
68
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$413M -$59.2M 6 0.73% Reduced
69
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$407M -$385M 8 0.1% Reduced
70
Coatue Management
Coatue Management
New York
$400M -$151M 2 3.52% Reduced
71
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$398M -$109M 2 5.22% Reduced
72
HSBC Holdings
HSBC Holdings
United Kingdom
$377M +$138M 5 0.72% Increased
73
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$357M +$113M 6 0.42% Increased
74
GIM
Genesis Investment Management
United Kingdom
$354M -$43.1M 1 10.71% Reduced
75
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$350M +$6.03M 6 0.27% Increased