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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
SCM
Somerset Capital Management
United Kingdom
$117M -$653K 1 26.39% Reduced
77
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$115M -$38.6M 3 0.11% Reduced
78
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$115M +$1.4M 2 0.24% Increased
79
Asset Management One
Asset Management One
Japan
$114M -$5.97M 2 0.25% Reduced
80
LSCM
Light Street Capital Management
California
$110M +$45M 1 7.73% Increased
81
NCA
Newbrook Capital Advisors
New York
$109M +$23.1M 1 8.35% Increased
82
VanEck Associates
VanEck Associates
New York
$107M +$9.92M 2 0.5% Increased
83
Ameriprise
Ameriprise
Minnesota
$106M -$5.52M 3 0.05% Reduced
84
TPI
Tesco Pension Investment
United Kingdom
$105M -$19.5M 1 2.74% Reduced
85
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$104M +$4.33M 2 0.04% Increased
86
HCM
Highfields Capital Management
Massachusetts
$98.6M $0 1 1.08% Maintained
87
EAM
EastBay Asset Management
New York
$98.4M +$54.1M 2 5.55% Increased
88
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$98M +$40.1M 1 1.17% Increased
89
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$97.3M -$4.92M 2 0.22% Reduced
90
Balyasny Asset Management
Balyasny Asset Management
Illinois
$96.9M +$81.7M 1 0.44% Increased
91
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$96.3M +$533K 2 0.26% Increased
92
USAA
United Services Automobile Association
Texas
$93.7M +$45M 4 0.25% Increased
93
UBS Group
UBS Group
Switzerland
$92.5M -$43.9M 7 0.04% Reduced
94
VOYA Investment Management
VOYA Investment Management
Georgia
$87.5M +$68.3M 2 0.19% Increased
95
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$87.3M -$6.14M 6 0.04% Reduced
96
STRS Ohio
STRS Ohio
Ohio
$86.9M -$8.09M 2 0.37% Reduced
97
Westfield Capital Management
Westfield Capital Management
Massachusetts
$86.2M +$3.1M 1 0.64% Increased
98
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$86.1M +$969K 2 0.17% Increased
99
Two Sigma Investments
Two Sigma Investments
New York
$84.9M -$3.03M 3 0.25% Reduced
100
Discovery Capital Management
Discovery Capital Management
Connecticut
$83.3M +$80.8M 1 4.51% New
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