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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
Victory Capital Management
Victory Capital Management
Texas
$349M +$86.4M 6 0.47% Increased
77
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$346M -$20.7M 2 8.25% Reduced
78
Neuberger Berman Group
Neuberger Berman Group
New York
$324M -$30M 4 0.4% Reduced
79
Two Sigma Advisers
Two Sigma Advisers
New York
$322M +$76.4M 4 0.95% Increased
80
UBS Group
UBS Group
Switzerland
$311M +$98.7M 12 0.13% Increased
81
Tiger Global Management
Tiger Global Management
New York
$310M $0 1 1.2% Maintained
82
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$307M +$12.4M 4 0.14% Increased
83
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$307M +$24.6M 4 0.76% Increased
84
Lazard Asset Management
Lazard Asset Management
New York
$304M -$99.3M 5 0.47% Reduced
85
Aberdeen Group
Aberdeen Group
United Kingdom
$303M +$115M 4 0.82% Increased
86
Capital International Investors
Capital International Investors
California
$302M +$2.77M 1 0.1% Increased
87
William Blair Investment Management
William Blair Investment Management
Illinois
$299M +$32.4M 2 1.22% Increased
88
Fisher Asset Management
Fisher Asset Management
Washington
$295M +$160M 2 0.29% Increased
89
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$273M -$63.3M 1 2.03% Reduced
90
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$273M +$33M 4 0.46% Increased
91
Federated Hermes
Federated Hermes
Pennsylvania
$270M -$12.7M 5 0.67% Reduced
92
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$268M +$166M 2 0.8% Increased
93
OPFM
Optimus Prime Fund Management
Cayman Islands
$263M $0 2 44.53% Maintained
94
Jane Street
Jane Street
New York
$263M +$40.7M 8 0.2% Increased
95
GQG Partners
GQG Partners
Florida
$259M +$66.2M 1 1.14% Increased
96
Russell Investments Group
Russell Investments Group
United Kingdom
$258M +$823K 5 0.58% Increased
97
AEPIP
AH Equity Partners III (Parallel)
California
$253M $0 1 100% Maintained
98
Capital International Inc
Capital International Inc
California
$251M +$28.1M 3 3.06% Increased
99
Macquarie Group
Macquarie Group
Australia
$244M +$66.2M 6 0.42% Increased
100
Vontobel Asset Management
Vontobel Asset Management
New York
$239M +$194M 1 1.6% New