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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
Capital International Investors
Capital International Investors
California
$90.9M $0 1 0.24% Maintained
77
Two Sigma Investments
Two Sigma Investments
New York
$89.7M +$86.2M 2 0.48% New
78
SG Americas Securities
SG Americas Securities
New York
$88.9M +$37.8M 3 0.39% Increased
79
Barclays
Barclays
United Kingdom
$87.6M +$7.88M 3 0.1% Increased
80
USAA
United Services Automobile Association
Texas
$85.3M +$4.4M 3 0.33% Increased
81
Frontier Capital Management
Frontier Capital Management
Massachusetts
$84.9M +$1.95M 1 0.61% Increased
82
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$84.5M +$6.59M 2 0.13% Increased
83
TCM
Tiger Consumer Management
New York
$84M +$11.6M 1 3.85% Increased
84
Todd Asset Management
Todd Asset Management
Kentucky
$82M -$7.09M 2 2.37% Reduced
85
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$81.6M +$7.63M 1 0.51% Increased
86
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$77.6M +$64.5M 3 1.97% Increased
87
Rockefeller Financial Services
Rockefeller Financial Services
New York
$75M +$1.15M 2 1.62% Increased
88
Citadel Advisors
Citadel Advisors
Florida
$74.6M +$21.3M 3 0.09% Increased
89
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$72.8M +$10.1M 3 0.17% Increased
90
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$72.2M -$6.74M 1 1.68% Reduced
91
Wedge Capital Management
Wedge Capital Management
North Carolina
$71.5M -$927K 1 0.75% Reduced
92
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$70.3M +$313K 2 0.19% Increased
93
Fidelity International
Fidelity International
Bermuda
$69.2M -$49.1M 1 0.25% Reduced
94
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$66.8M +$30.3M 3 0.4% Increased
95
Macquarie Group
Macquarie Group
Australia
$66.2M +$58.5M 3 0.11% Increased
96
Legal & General Group
Legal & General Group
United Kingdom
$64.6M +$57.7M 1 0.08% Increased
97
VanEck Associates
VanEck Associates
New York
$63.3M +$17.3M 2 0.31% Increased
98
BlackRock
BlackRock
New York
$63.3M -$14.7M 3 0.1% Reduced
99
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$62.7M +$9.02M 1 0.23% Increased
100
BM
Bridger Management
New York
$62.5M $0 1 4.18% Maintained