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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

Ride-Hailing & Shared Mobility
# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
76
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$105M -$5.03M 4 0.19% Reduced
77
NCA
Newbrook Capital Advisors
New York
$105M -$26.9M 1 7.07% Reduced
78
VanEck Associates
VanEck Associates
New York
$105M -$14.1M 2 0.52% Reduced
79
Sands Capital Management
Sands Capital Management
Virginia
$104M +$5.15M 1 0.32% Increased
80
D.E. Shaw & Co
D.E. Shaw & Co
New York
$103M -$206M 2 0.14% Reduced
81
Asset Management One
Asset Management One
Japan
$101M -$4.35K 2 0.22% Reduced
82
Wedge Capital Management
Wedge Capital Management
North Carolina
$99.9M +$1.98M 1 0.9% Increased
83
Fred Alger Management
Fred Alger Management
New York
$94.4M +$1.08M 3 0.43% Increased
84
Panagora Asset Management
Panagora Asset Management
Massachusetts
$92.3M -$563K 2 0.35% Reduced
85
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$91.6M -$77.6M 2 0.2% Reduced
86
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$90.3M +$76.8M 3 0.17% Increased
87
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$89.8M -$2.19M 3 0.24% Reduced
88
HCM
Highfields Capital Management
Massachusetts
$89.5M -$5.23M 1 0.74% Reduced
89
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$89.3M +$845K 2 0.04% Increased
90
STRS Ohio
STRS Ohio
Ohio
$88.5M -$7.2M 2 0.38% Reduced
91
CCM
Criterion Capital Management
California
$85.7M +$39.4M 2 5.15% Increased
92
PCM
Palestra Capital Management
New York
$82M +$37.3M 1 4.6% Increased
93
Balyasny Asset Management
Balyasny Asset Management
Illinois
$80.1M +$11.3M 3 0.25% Increased
94
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$80.1M +$1.39M 3 0.16% Increased
95
TPCM
Tide Point Capital Management
Connecticut
$79.2M -$46.6M 2 5.4% Reduced
96
ESG
Emerging Sovereign Group
New York
$78.8M +$23.3M 1 17.94% Increased
97
CCM
Cadian Capital Management
New York
$77.2M +$12.7M 1 4.7% Increased
98
Sachem Head Capital Management
Sachem Head Capital Management
New York
$76.1M +$75.9M 1 3.53% New
99
Sanders Capital
Sanders Capital
Florida
$75.6M -$219K 1 0.41% Reduced
100
Melvin Capital Management
Melvin Capital Management
New York
$75.3M +$9.79M 1 0.71% Increased
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