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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
TPI
Tesco Pension Investment
United Kingdom
$96.3M -$28.3M 1 3.18% Reduced
77
Eaton Vance Management
Eaton Vance Management
Massachusetts
$95.5M +$87M 2 0.26% Increased
78
Rockefeller Financial Services
Rockefeller Financial Services
New York
$91.8M -$7.5M 2 1.83% Reduced
79
STRS Ohio
STRS Ohio
Ohio
$90.3M -$505K 2 0.39% Reduced
80
ABC
Anchor Bolt Capital
Illinois
$86.8M +$60.3M 1 2.91% Increased
81
HAM
HHR Asset Management
New Jersey
$84M -$29.3M 1 4.61% Reduced
82
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$83M -$566K 2 0.24% Reduced
83
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$81.2M +$8.52M 3 1.2% Increased
84
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$79.4M +$4.16M 2 0.04% Increased
85
SCM
Somerset Capital Management
United Kingdom
$76.3M -$6.41M 1 23.58% Reduced
86
Macquarie Group
Macquarie Group
Australia
$75.8M -$20.3M 3 0.14% Reduced
87
Douglas Lane & Associates
Douglas Lane & Associates
New York
$73.3M +$1.29M 1 1.83% Increased
88
Sterling Capital Management
Sterling Capital Management
North Carolina
$73M -$843K 2 0.69% Reduced
89
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$72.5M +$1.94M 2 0.17% Increased
90
Citadel Advisors
Citadel Advisors
Florida
$71.2M +$467K 3 0.07% Increased
91
USAA
United Services Automobile Association
Texas
$70.1M -$2.83M 3 0.22% Reduced
92
Todd Asset Management
Todd Asset Management
Kentucky
$68.5M -$3.62M 2 1.97% Reduced
93
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$66.8M -$3.42M 2 0.48% Reduced
94
William Blair Investment Management
William Blair Investment Management
Illinois
$66.6M -$21.4M 1 0.25% Reduced
95
Putnam Investments
Putnam Investments
Massachusetts
$64.3M -$7.66K 1 0.15% Reduced
96
Credit Agricole
Credit Agricole
France
$64.3M -$16.1M 3 0.2% Reduced
97
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$62.8M -$3.98M 3 0.17% Reduced
98
UBS Group
UBS Group
Switzerland
$61.9M +$9.03M 5 0.03% Increased
99
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$59.8M +$22.1M 1 0.19% Increased
100
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$59.7M -$2.4M 2 0.75% Reduced