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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
76
BlackRock Investment Management
BlackRock Investment Management
Delaware
$88M +$19.1M 3 0.15% Increased
77
Maverick Capital
Maverick Capital
Texas
$87M +$78.5M 1 1.18% New
78
Discovery Capital Management
Discovery Capital Management
Connecticut
$85.4M -$9.85M 1 0.75% Reduced
79
Bank of America
Bank of America
North Carolina
$85.2M +$20.9M 4 0.03% Increased
80
UBS AM
UBS AM
Illinois
$85M +$19.6M 3 0.11% Increased
81
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$82.7M +$713K 1 0.33% Increased
82
California Public Employees Retirement System
California Public Employees Retirement System
California
$80.5M +$1.14M 4 0.15% Increased
83
VM
Valinor Management
New York
$79.8M +$1.34M 1 2.93% Increased
84
AllianceBernstein
AllianceBernstein
Tennessee
$76.2M -$7.46M 3 0.08% Reduced
85
Frontier Capital Management
Frontier Capital Management
Massachusetts
$74.2M +$3.16M 1 0.57% Increased
86
Capital International Sarl
Capital International Sarl
California
$69.9M +$14.5M 1 3.99% Increased
87
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$68.8M -$2.4M 2 0.12% Reduced
88
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$67.5M -$2.63M 1 1.97% Reduced
89
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$66.2M +$8.02M 4 0.05% Increased
90
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$65.5M -$29.2M 1 0.3% Reduced
91
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$64.2M +$14.3M 1 0.41% Increased
92
Rockefeller Financial Services
Rockefeller Financial Services
New York
$63.2M -$3.16M 1 1.47% Reduced
93
ACM
Andor Capital Management
New York
$62.8M +$3.71M 1 4.67% Increased
94
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$61.9M +$1.66M 2 0.18% Increased
95
BlackRock
BlackRock
New York
$61.6M +$7.76M 3 0.12% Increased
96
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$61.4M -$2.33M 3 0.17% Reduced
97
Marsico Capital Management
Marsico Capital Management
Colorado
$61.1M -$31.1M 2 0.45% Reduced
98
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$60.9M -$1.79M 2 0.2% Reduced
99
Renaissance Technologies
Renaissance Technologies
New York
$60.5M +$20.1M 1 0.15% Increased
100
Todd Asset Management
Todd Asset Management
Kentucky
$60.1M +$42.6M 2 1.84% Increased