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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
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.39B +$103M 9 0.36% Increased
52
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$1.38B +$10.8M 17 1.3% Increased
53
TMC
Toyota Motor Corp
Japan
$1.37B -$106K 4 77.33% Reduced
54
Brown Advisory
Brown Advisory
Maryland
$1.24B +$72.6M 6 1.63% Increased
55
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$1.19B +$14.6M 12 1.46% Increased
56
National Pension Service
National Pension Service
South Korea
$1.15B +$16.2M 3 1.33% Increased
57
Janus Henderson Group
Janus Henderson Group
$1.08B +$197M 10 0.58% Increased
58
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$1.08B +$119M 15 1.32% Increased
59
ARK Investment Management
ARK Investment Management
Florida
$1.05B +$23.6M 2 9.35% Increased
60
Wells Fargo
Wells Fargo
California
$1.02B +$139M 20 0.25% Increased
61
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$991M +$15.9M 13 1.3% Increased
62
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$982M -$91.3M 1 14.59% Reduced
63
CET
Clean Energy Transition
United Kingdom
$954M +$842M 1 51.77% New
64
Principal Financial Group
Principal Financial Group
Iowa
$874M -$12.9M 9 0.52% Reduced
65
Pictet Asset Management
Pictet Asset Management
Switzerland
$840M -$25.2M 11 0.96% Reduced
66
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$819M +$70.7M 5 1.5% Increased
67
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$800M +$69.2M 7 0.79% Increased
68
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$773M -$315M 25 0.14% Reduced
69
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$767M +$237M 12 0.72% Increased
70
Victory Capital Management
Victory Capital Management
Texas
$762M +$84.3K 12 0.76% Increased
71
NMO
Newlands Management Operations
Texas
$745M $0 1 6.13% Maintained
72
Adage Capital Partners
Adage Capital Partners
Massachusetts
$742M -$11.3M 5 1.37% Reduced
73
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$711M -$17.3M 9 1.4% Reduced
74
APG Asset Management
APG Asset Management
Netherlands
$694M -$59.2M 4 1.24% Reduced
75
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$680M -$25.5M 3 1.43% Reduced