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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
Calamos Advisors
Calamos Advisors
Illinois
$77.4M -$16.7M 3 0.54% Reduced
77
STRS Ohio
STRS Ohio
Ohio
$76.4M +$5.89M 2 0.34% Increased
78
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$74.8M +$40.6M 4 0.04% Increased
79
SCM
Somerset Capital Management
United Kingdom
$74.3M +$16.4M 1 21.98% Increased
80
Neuberger Berman Group
Neuberger Berman Group
New York
$73.9M +$1.91M 2 0.1% Increased
81
Balyasny Asset Management
Balyasny Asset Management
Illinois
$73.3M +$34.7M 2 0.47% Increased
82
Barclays
Barclays
United Kingdom
$72.8M -$6.98M 3 0.09% Reduced
83
Citadel Advisors
Citadel Advisors
Florida
$71.6M +$39M 3 0.08% Increased
84
Wedge Capital Management
Wedge Capital Management
North Carolina
$67.4M -$851K 1 0.7% Reduced
85
SD
Sumway Development
China
$66.6M +$6.01M 1 34.21% Increased
86
Discovery Capital Management
Discovery Capital Management
Connecticut
$65.1M +$46.5M 1 1.49% Increased
87
Korea Investment Corp
Korea Investment Corp
South Korea
$61.3M +$7.28M 2 0.37% Increased
88
Putnam Investments
Putnam Investments
Massachusetts
$60.6M -$14.4M 1 0.15% Reduced
89
Citigroup
Citigroup
New York
$60.4M +$44M 3 0.06% Increased
90
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$59.6M +$14.5M 2 0.19% Increased
91
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$59.1M -$17.5M 1 0.56% Reduced
92
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$57.9M +$260K 1 0.1% Increased
93
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$57M +$701K 2 0.39% Increased
94
BlackRock Investment Management
BlackRock Investment Management
Delaware
$56.9M +$411K 4 0.07% Increased
95
Axiom Investors
Axiom Investors
Connecticut
$55.5M -$7.87M 1 1.61% Reduced
96
Todd Asset Management
Todd Asset Management
Kentucky
$53.9M -$16.5M 2 1.72% Reduced
97
USAA
United Services Automobile Association
Texas
$53.7M -$2.31M 3 0.19% Reduced
98
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$52.9M -$46.4M 3 0.24% Reduced
99
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$52.3M -$105K 2 0.4% Reduced
100
Douglas Lane & Associates
Douglas Lane & Associates
New York
$52.3M +$2.22M 1 1.5% Increased