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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
TMC
Toyota Motor Corp
Japan
$1.59B -$23.7K 3 80.07% Reduced
52
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.59B +$4.71M 4 0.47% Increased
53
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$1.5B -$1.22M 12 1.75% Reduced
54
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$1.44B +$92.2M 15 1.54% Increased
55
Marshall Wace
Marshall Wace
United Kingdom
$1.44B +$823M 9 1.75% Increased
56
Wells Fargo
Wells Fargo
California
$1.43B +$202M 21 0.32% Increased
57
ClearBridge Investments
ClearBridge Investments
New York
$1.37B -$167M 3 1.08% Reduced
58
AllianceBernstein
AllianceBernstein
Tennessee
$1.36B -$325M 13 0.46% Reduced
59
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.34B +$200M 1 0.81% Increased
60
Brown Advisory
Brown Advisory
Maryland
$1.33B +$36.1M 6 1.67% Increased
61
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.24B +$295M 6 1.18% Increased
62
ARK Investment Management
ARK Investment Management
Florida
$1.21B -$157M 3 11.1% Reduced
63
Janus Henderson Group
Janus Henderson Group
$1.21B +$55.6M 9 0.62% Increased
64
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$1.2B -$33.3M 13 1.62% Reduced
65
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$1.18B +$138M 2 17.41% Increased
66
Principal Financial Group
Principal Financial Group
Iowa
$1.16B +$56M 9 0.64% Increased
67
Nomura Holdings
Nomura Holdings
Japan
$1.1B +$787M 7 2.53% Increased
68
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.1B +$98.3M 25 0.19% Increased
69
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$1.01B +$27.5M 5 1.78% Increased
70
NMO
Newlands Management Operations
Texas
$985M $0 1 7.12% Maintained
71
Prudential Financial
Prudential Financial
New Jersey
$925M +$104M 8 1.3% Increased
72
Victory Capital Management
Victory Capital Management
Texas
$906M +$5.85M 11 0.87% Increased
73
Pictet Asset Management
Pictet Asset Management
Switzerland
$895M -$79.3M 9 0.99% Reduced
74
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$872M -$16.2M 9 1.66% Reduced
75
Adage Capital Partners
Adage Capital Partners
Massachusetts
$865M -$37.1M 5 1.53% Reduced