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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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$2.23B +$125M 12 2.16% Increased
52
California Public Employees Retirement System
California Public Employees Retirement System
California
$2.19B -$53.3M 6 1.47% Reduced
53
SB Investment Advisers (UK)
SB Investment Advisers (UK)
United Kingdom
$2.06B -$50.7M 2 18.1% Reduced
54
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$2.05B -$43.9M 11 2.4% Reduced
55
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.79B +$835M 16 1.31% Increased
56
Wells Fargo
Wells Fargo
California
$1.78B -$42.4M 21 0.4% Reduced
57
Jane Street
Jane Street
New York
$1.74B -$535M 24 0.38% Reduced
58
Principal Financial Group
Principal Financial Group
Iowa
$1.74B +$77.5M 9 0.95% Increased
59
VOYA Investment Management
VOYA Investment Management
Georgia
$1.73B -$520M 10 1.79% Reduced
60
AllianceBernstein
AllianceBernstein
Tennessee
$1.7B -$12.5M 13 0.58% Reduced
61
TMC
Toyota Motor Corp
Japan
$1.66B -$75M 3 72.16% Reduced
62
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$1.62B -$44.6M 13 2.17% Reduced
63
Millennium Management
Millennium Management
New York
$1.53B +$630M 23 0.75% Increased
64
NMO
Newlands Management Operations
Texas
$1.52B $0 1 9.57% Maintained
65
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.46B +$30.5M 7 1.39% Increased
66
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.39B -$34.8M 1 0.86% Reduced
67
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$1.39B +$386M 3 1.33% Increased
68
ClearBridge Investments
ClearBridge Investments
New York
$1.35B -$118M 3 1.1% Reduced
69
ARK Investment Management
ARK Investment Management
Florida
$1.35B -$416M 3 11.21% Reduced
70
Prudential Financial
Prudential Financial
New Jersey
$1.26B +$8.44M 8 1.73% Increased
71
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.25B +$99M 11 1.09% Increased
72
LPL Financial
LPL Financial
California
$1.24B +$96.9M 21 0.5% Increased
73
Pictet Asset Management
Pictet Asset Management
Switzerland
$1.22B +$43.7M 8 1.32% Increased
74
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$1.22B -$55.2M 7 2.16% Reduced
75
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$1.21B -$10.9M 7 2.31% Reduced