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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
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$1.34B -$53M 11 1.59% Reduced
52
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.33B +$136M 28 0.35% Increased
53
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$1.33B +$5.99M 16 1.7% Increased
54
ARK Investment Management
ARK Investment Management
Florida
$1.27B -$120M 2 8.41% Reduced
55
National Pension Service
National Pension Service
South Korea
$1.21B +$130M 2 1.95% Increased
56
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$1.19B +$9M 12 2.55% Increased
57
TMC
Toyota Motor Corp
Japan
$1.17B $0 4 59.16% Maintained
58
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.15B -$196M 26 0.23% Reduced
59
Renaissance Technologies
Renaissance Technologies
New York
$1.12B -$111M 18 1.61% Reduced
60
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.12B +$36.1M 7 1.4% Increased
61
Wells Fargo
Wells Fargo
California
$1.02B +$22.5M 26 0.28% Increased
62
Victory Capital Management
Victory Capital Management
Texas
$1.02B +$19.5M 13 1.12% Increased
63
Citigroup
Citigroup
New York
$1.02B +$177M 24 0.67% Increased
64
Prudential Financial
Prudential Financial
New Jersey
$998M -$70.9M 8 1.45% Reduced
65
Principal Financial Group
Principal Financial Group
Iowa
$994M -$720K 11 0.68% Reduced
66
NMO
Newlands Management Operations
Texas
$986M +$332M 1 10.5% Increased
67
Citadel Advisors
Citadel Advisors
Florida
$931M +$196M 24 0.19% Increased
68
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$902M +$14.8M 3 0.3% Increased
69
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$883M +$18.2M 10 1.96% Increased
70
Sands Capital Management
Sands Capital Management
Virginia
$882M -$29.2M 2 2.74% Reduced
71
APG Asset Management
APG Asset Management
Netherlands
$874M +$14.3M 4 1.76% Increased
72
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$812M -$24.4M 3 1.83% Reduced
73
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$775M +$56.6M 15 1.62% Increased
74
Adage Capital Partners
Adage Capital Partners
Massachusetts
$763M +$4.5M 3 1.66% Increased
75
TD Asset Management
TD Asset Management
Ontario, Canada
$751M +$8.17M 5 0.86% Increased