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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
SB Investment Advisers (UK)
SB Investment Advisers (UK)
United Kingdom
$2.53B $0 2 19.05% Maintained
52
Jane Street
Jane Street
New York
$2.5B +$239M 23 0.38% Increased
53
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$2.41B +$25.1M 12 2.47% Increased
54
AllianceBernstein
AllianceBernstein
Tennessee
$2.22B +$20.7M 13 0.7% Increased
55
Victory Capital Management
Victory Capital Management
Texas
$2.19B -$501M 9 1.28% Reduced
56
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$2.14B -$83.8M 6 1.58% Reduced
57
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.11B +$496M 22 0.24% Increased
58
TMC
Toyota Motor Corp
Japan
$2.1B $0 3 50.31% Maintained
59
Principal Financial Group
Principal Financial Group
Iowa
$2.08B +$80.8M 8 1.05% Increased
60
Aberdeen Group
Aberdeen Group
United Kingdom
$2.08B -$104M 6 3.29% Reduced
61
ClearBridge Investments
ClearBridge Investments
New York
$1.88B +$62.8M 2 1.42% Increased
62
LPL Financial
LPL Financial
California
$1.84B +$71M 25 0.54% Increased
63
AQR Capital Management
AQR Capital Management
Connecticut
$1.8B +$179M 11 1.16% Increased
64
VOYA Investment Management
VOYA Investment Management
Georgia
$1.8B -$43.7M 9 1.8% Reduced
65
Fred Alger Management
Fred Alger Management
New York
$1.8B +$146M 5 6.99% Increased
66
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$1.79B -$381M 5 2.44% Reduced
67
National Bank of Canada
National Bank of Canada
Quebec, Canada
$1.77B -$652M 19 1.76% Reduced
68
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$1.7B -$64.6M 12 2.19% Reduced
69
NMO
Newlands Management Operations
Texas
$1.67B $0 1 7.94% Maintained
70
Rafferty Asset Management
Rafferty Asset Management
New York
$1.67B -$95.8M 6 5.42% Reduced
71
ARK Investment Management
ARK Investment Management
Florida
$1.66B +$219M 5 9.87% Increased
72
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.64B +$98M 12 1.35% Increased
73
Raymond James Financial
Raymond James Financial
Florida
$1.64B +$71.1M 17 0.53% Increased
74
Marshall Wace
Marshall Wace
United Kingdom
$1.58B -$170M 14 1.61% Reduced
75
Nordea Investment Management
Nordea Investment Management
Sweden
$1.48B +$191M 5 1.29% Increased