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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
Pendal Group
Pendal Group
Australia
$516M +$15.2M 3 6.31% Increased
77
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$490M +$1.38M 4 0.21% Increased
78
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$485M -$114M 2 9.74% Reduced
79
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$455M -$10M 4 0.71% Reduced
80
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$455M +$358M 1 5.89% Increased
81
Citadel Advisors
Citadel Advisors
Florida
$441M +$157M 11 0.13% Increased
82
National Pension Service
National Pension Service
South Korea
$427M $0 2 1.12% Maintained
83
Neuberger Berman Group
Neuberger Berman Group
New York
$411M -$464K 4 0.49% Reduced
84
Two Sigma Advisers
Two Sigma Advisers
New York
$411M -$186M 3 1.17% Reduced
85
Capital International Inc
Capital International Inc
California
$405M +$11.3M 3 4.46% Increased
86
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$402M -$194M 11 0.08% Reduced
87
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$397M -$82.4M 1 7.11% Reduced
88
Bank of Montreal
Bank of Montreal
Ontario, Canada
$388M +$65.5M 11 0.32% Increased
89
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$386M +$60.5M 3 1.03% Increased
90
GIM
Genesis Investment Management
United Kingdom
$379M -$51M 1 10.99% Reduced
91
Fisher Asset Management
Fisher Asset Management
Washington
$363M -$20.3M 2 0.32% Reduced
92
Aberdeen Group
Aberdeen Group
United Kingdom
$362M -$42.7M 4 0.97% Reduced
93
Putnam Investments
Putnam Investments
Massachusetts
$359M +$37.9M 5 0.71% Increased
94
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$357M -$17.9M 5 0.89% Reduced
95
Alphabet Inc
Alphabet Inc
California
$355M $0 2 16.67% Maintained
96
William Blair Investment Management
William Blair Investment Management
Illinois
$347M -$31.6M 2 1.35% Reduced
97
Lazard Asset Management
Lazard Asset Management
New York
$342M -$39.5M 5 0.48% Reduced
98
Eaton Vance Management
Eaton Vance Management
Massachusetts
$339M +$42.1M 5 0.62% Increased
99
Millennium Management
Millennium Management
New York
$333M +$164M 10 0.41% Increased
100
AG
Alibaba Group
Hong Kong
$333M +$130M 2 27.28% Increased