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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
Neuberger Berman Group
Neuberger Berman Group
New York
$82.7M -$1.29M 2 0.11% Reduced
77
William Blair Investment Management
William Blair Investment Management
Illinois
$80M -$15M 1 0.3% Reduced
78
SCM
Somerset Capital Management
United Kingdom
$79.8M +$8.55M 1 21.64% Increased
79
Wedge Capital Management
Wedge Capital Management
North Carolina
$72.9M -$3.62M 1 0.73% Reduced
80
Barclays
Barclays
United Kingdom
$71M -$14K 3 0.08% Reduced
81
Todd Asset Management
Todd Asset Management
Kentucky
$69.4M +$9.45M 2 2.1% Increased
82
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$67.9M +$51.5M 3 1.48% Increased
83
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$67.5M +$12.6M 1 0.11% Increased
84
USAA
United Services Automobile Association
Texas
$67.2M +$8.69M 3 0.23% Increased
85
Credit Agricole
Credit Agricole
France
$64.2M +$14.4M 3 0.21% Increased
86
ABC
Anchor Bolt Capital
Illinois
$64.1M -$48.1M 1 1.97% Reduced
87
Sterling Capital Management
Sterling Capital Management
North Carolina
$64M +$8.99M 2 0.59% Increased
88
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$63.5M -$1.16M 2 0.45% Reduced
89
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$62.5M +$968K 2 0.19% Increased
90
Douglas Lane & Associates
Douglas Lane & Associates
New York
$61.5M +$1.84M 1 1.64% Increased
91
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$59.9M +$8.6M 2 0.76% Increased
92
Putnam Investments
Putnam Investments
Massachusetts
$58.9M -$9.38M 2 0.14% Reduced
93
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$58.3M +$3.39M 2 0.03% Increased
94
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$57.9M -$1.46M 2 0.43% Reduced
95
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$57.7M +$11.6M 3 0.23% Increased
96
Eagle Asset Management
Eagle Asset Management
Florida
$57.3M -$96.5K 1 0.39% Reduced
97
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$56.9M $0 1 0.53% Maintained
98
CI Investments Inc
CI Investments Inc
Ontario, Canada
$56.6M +$16.7M 1 0.62% Increased
99
BlackRock Advisors
BlackRock Advisors
Delaware
$56M -$85.3M 4 0.06% Reduced
100
BlackRock Japan
BlackRock Japan
Japan
$55.4M +$4.88M 2 0.19% Increased