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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
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$790M +$57.4M 3 0.28% Increased
52
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$744M +$208M 29 0.21% Increased
53
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$735M +$75.4M 11 1.06% Increased
54
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$682M +$40M 15 0.92% Increased
55
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$681M -$3.82M 17 0.93% Reduced
56
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$680M +$20.9M 18 1.07% Increased
57
Fisher Asset Management
Fisher Asset Management
Washington
$651M +$39.2M 6 0.44% Increased
58
Coatue Management
Coatue Management
New York
$610M -$234M 2 6.84% Reduced
59
Renaissance Technologies
Renaissance Technologies
New York
$609M +$670M 17 0.83% Increased
60
Victory Capital Management
Victory Capital Management
Texas
$595M -$3.91M 14 0.68% Reduced
61
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$588M +$71.5M 13 1.53% Increased
62
ARK Investment Management
ARK Investment Management
Florida
$570M +$45.8M 2 4.94% Increased
63
Citigroup
Citigroup
New York
$550M +$239M 24 0.44% Increased
64
Millennium Management
Millennium Management
New York
$532M +$105M 27 0.29% Increased
65
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$514M +$330M 8 0.79% Increased
66
National Pension Service
National Pension Service
South Korea
$504M +$12.3M 2 0.99% Increased
67
Prudential Financial
Prudential Financial
New Jersey
$497M -$29.6M 8 0.84% Reduced
68
Principal Financial Group
Principal Financial Group
Iowa
$481M +$24.7M 12 0.36% Increased
69
APG Asset Management
APG Asset Management
Netherlands
$480M +$97.9M 5 0.91% Increased
70
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$478M +$40.9M 1 2.14% Increased
71
Wells Fargo
Wells Fargo
California
$475M -$17.4M 26 0.14% Reduced
72
Nomura Holdings
Nomura Holdings
Japan
$467M +$324M 12 1.91% Increased
73
Fidelity International
Fidelity International
Bermuda
$462M +$110M 8 0.55% Increased
74
MUFG Bank
MUFG Bank
Japan
$460M $0 1 18.97% Maintained
75
Janus Henderson Group
Janus Henderson Group
$459M -$47.3M 11 0.33% Reduced