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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
AEPIP
AH Equity Partners III (Parallel)
California
$205M -$53.6M 1 100% Reduced
77
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$204M +$54.7M 6 0.19% Increased
78
Capital International Investors
Capital International Investors
California
$203M +$135M 1 0.08% Increased
79
General Atlantic
General Atlantic
New York
$201M $0 1 8.7% Maintained
80
Russell Investments Group
Russell Investments Group
United Kingdom
$199M +$98.4M 5 0.52% Increased
81
Federated Hermes
Federated Hermes
Pennsylvania
$195M +$60.9M 5 0.57% Increased
82
AG
Alibaba Group
Hong Kong
$194M $0 1 20.79% Maintained
83
GBCP
Glade Brook Capital Partners
Connecticut
$193M -$103M 2 100% Reduced
84
Sculptor Capital
Sculptor Capital
New York
$182M -$60.2M 1 2.56% Reduced
85
APG Asset Management
APG Asset Management
Netherlands
$181M -$4.15M 3 0.36% Reduced
86
Eaton Vance Management
Eaton Vance Management
Massachusetts
$180M +$61.6M 4 0.44% Increased
87
William Blair Investment Management
William Blair Investment Management
Illinois
$175M +$58.4M 2 0.85% Increased
88
Natixis
Natixis
France
$175M +$81M 2 1.38% Increased
89
DVF
Discovery Value Fund
Singapore
$174M +$206M 2 16.12% New
90
Allianz Asset Management
Allianz Asset Management
Germany
$167M -$96.3M 5 0.22% Reduced
91
TCM
Tao Capital Management
California
$165M $0 2 77.54% Maintained
92
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$163M +$18.4M 4 0.09% Increased
93
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$158M +$17.4M 4 0.48% Increased
94
Fred Alger Management
Fred Alger Management
New York
$157M -$5.23M 5 0.69% Reduced
95
Holocene Advisors
Holocene Advisors
New York
$155M +$164M 4 1.66% Increased
96
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$154M -$59.9M 6 0.27% Reduced
97
EC
Eminence Capital
New York
$151M +$30.5M 1 1.65% Increased
98
Victory Capital Management
Victory Capital Management
Texas
$147M +$83.1M 7 0.25% Increased
99
LSCM
Light Street Capital Management
California
$147M +$10M 3 7.71% Increased
100
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$145M +$50.3M 6 1.13% Increased