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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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$1.32B -$50M 13 2.03% Reduced
52
Jane Street
Jane Street
New York
$1.32B -$1.99B 21 0.43% Reduced
53
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$1.2B -$87.9M 13 1.72% Reduced
54
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.19B -$135M 27 0.32% Reduced
55
TMC
Toyota Motor Corp
Japan
$1.18B $0 4 69.98% Maintained
56
National Pension Service
National Pension Service
South Korea
$1.17B +$14.7M 2 1.88% Increased
57
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.13B +$254M 4 0.4% Increased
58
Citigroup
Citigroup
New York
$1.11B +$140M 22 0.83% Increased
59
ARK Investment Management
ARK Investment Management
Florida
$1.02B -$196M 2 7.83% Reduced
60
Prudential Financial
Prudential Financial
New Jersey
$1.02B +$59.9M 7 1.6% Increased
61
Victory Capital Management
Victory Capital Management
Texas
$1.02B +$32.5M 14 1.17% Increased
62
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$1.01B -$127M 13 2.23% Reduced
63
DZ Bank
DZ Bank
Germany
$1B +$459M 4 1.43% Increased
64
Principal Financial Group
Principal Financial Group
Iowa
$957M +$4.61M 12 0.69% Increased
65
NMO
Newlands Management Operations
Texas
$942M $0 1 10.07% Maintained
66
Wells Fargo
Wells Fargo
California
$941M -$56.9M 25 0.28% Reduced
67
APG Asset Management
APG Asset Management
Netherlands
$900M -$21.5M 5 1.84% Reduced
68
Sands Capital Management
Sands Capital Management
Virginia
$868M -$28.3M 2 2.95% Reduced
69
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$850M -$5.46M 11 2% Reduced
70
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$804M +$65.5M 15 1.63% Increased
71
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$779M -$318M 7 1% Reduced
72
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$763M -$13.7M 3 1.84% Reduced
73
Adage Capital Partners
Adage Capital Partners
Massachusetts
$743M +$14.7M 4 1.68% Increased
74
Brown Advisory
Brown Advisory
Maryland
$732M +$658M 6 1.2% Increased
75
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$708M +$65.7M 6 1.51% Increased