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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
Pershing Square Capital Management
Pershing Square Capital Management
New York
$2.47B -$5.65M 1 15.9% Reduced
52
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$2.31B -$56.6M 12 2.31% Reduced
53
Victory Capital Management
Victory Capital Management
Texas
$2.16B +$224M 12 1.22% Increased
54
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.11B +$60.4M 23 0.24% Increased
55
Principal Financial Group
Principal Financial Group
Iowa
$2.1B +$60.9M 8 1.07% Increased
56
SB Investment Advisers (UK)
SB Investment Advisers (UK)
United Kingdom
$2.08B $0 2 20.82% Maintained
57
Aberdeen Group
Aberdeen Group
United Kingdom
$2.05B -$53.8M 6 3.17% Reduced
58
AllianceBernstein
AllianceBernstein
Tennessee
$1.94B -$188M 13 0.61% Reduced
59
Marshall Wace
Marshall Wace
United Kingdom
$1.86B +$429M 13 1.69% Increased
60
LPL Financial
LPL Financial
California
$1.83B +$32.3M 22 0.5% Increased
61
AQR Capital Management
AQR Capital Management
Connecticut
$1.81B +$124M 11 0.95% Increased
62
Jane Street
Jane Street
New York
$1.79B -$601M 24 0.27% Reduced
63
TMC
Toyota Motor Corp
Japan
$1.71B $0 3 50.25% Maintained
64
NMO
Newlands Management Operations
Texas
$1.69B $0 1 8.73% Maintained
65
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$1.63B -$42.3M 11 2.17% Reduced
66
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$1.61B -$217M 6 1.34% Reduced
67
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$1.61B +$949M 11 1.85% Increased
68
VOYA Investment Management
VOYA Investment Management
Georgia
$1.58B -$206M 10 1.56% Reduced
69
Raymond James Financial
Raymond James Financial
Florida
$1.57B +$8.31M 16 0.49% Increased
70
ClearBridge Investments
ClearBridge Investments
New York
$1.54B -$241M 2 1.24% Reduced
71
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.5B -$49.8M 13 1.23% Reduced
72
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.45B +$118M 14 0.8% Increased
73
Nordea Investment Management
Nordea Investment Management
Sweden
$1.41B +$44.4M 6 1.21% Increased
74
Fred Alger Management
Fred Alger Management
New York
$1.41B -$151M 2 5.52% Reduced
75
ARK Investment Management
ARK Investment Management
Florida
$1.4B -$258M 6 9.31% Reduced