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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
$1.4B +$226M 4 0.45% Increased
52
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$1.38B +$18.5M 12 1.9% Increased
53
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.37B +$1.37M 24 0.26% Increased
54
ClearBridge Investments
ClearBridge Investments
New York
$1.36B -$166M 4 1.17% Reduced
55
TMC
Toyota Motor Corp
Japan
$1.34B $0 4 72.17% Maintained
56
National Pension Service
National Pension Service
South Korea
$1.27B +$23.5M 2 1.77% Increased
57
Pictet Asset Management
Pictet Asset Management
Switzerland
$1.26B -$94.1M 12 1.39% Reduced
58
Coatue Management
Coatue Management
New York
$1.26B -$143M 2 5.27% Reduced
59
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$1.16B -$71.3M 13 1.61% Reduced
60
Brown Advisory
Brown Advisory
Maryland
$1.12B +$122M 6 1.57% Increased
61
Principal Financial Group
Principal Financial Group
Iowa
$1.08B +$112M 12 0.69% Increased
62
Victory Capital Management
Victory Capital Management
Texas
$1.04B +$31.4M 14 1.09% Increased
63
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$1B -$24.7M 13 2.04% Reduced
64
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$969M +$163M 7 1.1% Increased
65
Wells Fargo
Wells Fargo
California
$962M -$49.5M 24 0.25% Reduced
66
ARK Investment Management
ARK Investment Management
Florida
$947M -$65.6M 2 5.61% Reduced
67
NMO
Newlands Management Operations
Texas
$936M $0 1 8.59% Maintained
68
Prudential Financial
Prudential Financial
New Jersey
$902M -$132M 8 1.36% Reduced
69
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$898M +$109M 16 1.58% Increased
70
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$891M +$32.2M 2 0.58% Increased
71
Neuberger Berman Group
Neuberger Berman Group
New York
$883M +$370M 9 0.39% Increased
72
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$882M +$4.59M 11 1.84% Increased
73
APG Asset Management
APG Asset Management
Netherlands
$876M +$40.3M 5 1.71% Increased
74
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$860M +$37.2M 2 14.28% Increased
75
Adage Capital Partners
Adage Capital Partners
Massachusetts
$854M +$101M 6 1.77% Increased