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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
Vanguard Asset Management
Vanguard Asset Management
$2.16B +$2.38B 14 1.84% New
52
Pershing Square Capital Management
Pershing Square Capital Management
New York
$2.15B -$19.2M 1 15.71% Reduced
53
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$2.11B -$21.1M 18 1.81% Reduced
54
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.09B +$358M 23 0.23% Increased
55
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$1.89B -$46M 11 2% Reduced
56
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$1.88B +$1.98B 6 14.95% Increased
57
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.85B +$689M 11 1.11% Increased
58
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$1.85B +$791M 6 2.8% Increased
59
Victory Capital Management
Victory Capital Management
Texas
$1.84B +$3.42M 12 1.18% Increased
60
Principal Financial Group
Principal Financial Group
Iowa
$1.82B +$86.5M 9 0.97% Increased
61
AllianceBernstein
AllianceBernstein
Tennessee
$1.8B -$138M 12 0.58% Reduced
62
Aberdeen Group
Aberdeen Group
United Kingdom
$1.76B +$59.7M 6 2.84% Increased
63
Fred Alger Management
Fred Alger Management
New York
$1.67B +$237M 2 7.36% Increased
64
LPL Financial
LPL Financial
California
$1.61B +$67.9M 22 0.43% Increased
65
SB Investment Advisers (UK)
SB Investment Advisers (UK)
United Kingdom
$1.55B $0 2 20.09% Maintained
66
Two Sigma Investments
Two Sigma Investments
New York
$1.47B +$1.23B 14 1.19% Increased
67
AQR Capital Management
AQR Capital Management
Connecticut
$1.44B -$4.21M 13 0.66% Reduced
68
Janus Henderson Group
Janus Henderson Group
$1.41B +$182M 11 0.67% Increased
69
NMO
Newlands Management Operations
Texas
$1.4B $0 1 9.06% Maintained
70
Raymond James Financial
Raymond James Financial
Florida
$1.4B +$73.9M 17 0.43% Increased
71
TMC
Toyota Motor Corp
Japan
$1.38B $0 3 56.53% Maintained
72
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$1.36B +$3.98M 11 1.9% Increased
73
Holocene Advisors
Holocene Advisors
New York
$1.34B -$813M 4 3.23% Reduced
74
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$1.31B -$70.5M 6 1.34% Reduced
75
H&H International Investment
H&H International Investment
California
$1.27B +$1.4B 1 6.34% New