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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
TD Asset Management
TD Asset Management
Ontario, Canada
$1.11B +$38.2M 5 1.39% Increased
52
Prudential Financial
Prudential Financial
New Jersey
$1.09B +$22.3M 9 1.84% Increased
53
Citadel Advisors
Citadel Advisors
Florida
$1.08B +$458M 21 0.25% Increased
54
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$1.04B -$51.6M 13 2.81% Reduced
55
National Pension Service
National Pension Service
South Korea
$1.02B +$45.4M 3 2.12% Increased
56
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$957M +$19.1M 9 1.42% Increased
57
ClearBridge Investments
ClearBridge Investments
New York
$945M -$176M 4 0.95% Reduced
58
Principal Financial Group
Principal Financial Group
Iowa
$939M +$14.4M 13 0.75% Increased
59
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$926M +$22.3M 27 0.29% Increased
60
Wells Fargo
Wells Fargo
California
$871M -$34.8M 27 0.28% Reduced
61
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$861M +$47.8M 2 2.24% Increased
62
TMC
Toyota Motor Corp
Japan
$855M $0 3 71.48% Maintained
63
Victory Capital Management
Victory Capital Management
Texas
$848M +$57.7M 14 0.99% Increased
64
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$834M -$1.09M 10 2.14% Reduced
65
Eaton Vance Management
Eaton Vance Management
Massachusetts
$821M +$74.1M 6 1.22% Increased
66
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$805M -$744M 32 0.21% Reduced
67
Sands Capital Management
Sands Capital Management
Virginia
$802M -$107M 2 3.01% Reduced
68
Adage Capital Partners
Adage Capital Partners
Massachusetts
$788M +$34.4M 5 1.96% Increased
69
APG Asset Management
APG Asset Management
Netherlands
$773M -$18.8M 6 1.99% Reduced
70
D.E. Shaw & Co
D.E. Shaw & Co
New York
$760M -$275M 16 0.91% Reduced
71
Putnam Investments
Putnam Investments
Massachusetts
$719M -$10.2M 4 1.37% Reduced
72
Millennium Management
Millennium Management
New York
$707M -$14.4M 25 0.42% Reduced
73
UBS Group
UBS Group
Switzerland
$697M -$365M 32 0.31% Reduced
74
Artisan Partners
Artisan Partners
Wisconsin
$691M +$193M 4 1.21% Increased
75
Banco Santander
Banco Santander
Spain
$690M +$157M 2 9.21% Increased