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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
101
BlackRock
BlackRock
New York
$43.4M +$39.6M 3 0.09% New
102
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$43.3M +$36.5M 2 0.14% New
103
RCA
Restructuring Capital Associates
Connecticut
$42.9M +$39.6M 1 26.35% New
104
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$42.7M +$39.5M 1 0.28% New
105
Bank of America
Bank of America
North Carolina
$42.7M +$37.1M 4 0.02% New
106
Calamos Advisors
Calamos Advisors
Illinois
$42.6M +$39.4M 1 0.28% New
107
Soros Fund Management
Soros Fund Management
New York
$42.1M +$38.9M 1 0.46% New
108
Foresters Investment Management
Foresters Investment Management
New York
$42M +$38.9M 1 1.26% New
109
BCM
BBT Capital Management
Texas
$40.9M +$37.7M 2 2.16% New
110
Capital International Sarl
Capital International Sarl
California
$40.8M +$37.5M 1 2.88% New
111
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$40.7M +$37.4M 1 0.3% New
112
Appaloosa Management
Appaloosa Management
Florida
$40.5M +$37.5M 1 0.59% New
113
Charles Schwab
Charles Schwab
California
$39.6M +$33.5M 2 0.09% New
114
SIM
Stelliam Investment Management
New York
$39.2M +$36.2M 1 2.13% New
115
EA
Ecofin Advisors
United Kingdom
$39.1M +$51.6M 2 8.86% New
116
CCM
Cupps Capital Management
Illinois
$38.5M +$27M 1 3.07% New
117
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$38.3M +$35.2M 2 0.1% New
118
SCM
Stonehill Capital Management
New York
$37.3M +$34.5M 1 21.81% New
119
Janus Henderson Group
Janus Henderson Group
$37M +$33.5M 2 0.43% New
120
Analytic Investors
Analytic Investors
California
$34.7M +$32.1M 1 0.58% New
121
SAM
Scopus Asset Management
New York
$34.5M +$31.9M 1 0.95% New
122
CCI
Columbus Circle Investors
$33.6M +$26M 2 0.27% New
123
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$32.5M +$28.1M 2 0.1% New
124
ACM
Andor Capital Management
New York
$32.2M +$22.6M 1 4.73% New
125
CI Investments Inc
CI Investments Inc
Ontario, Canada
$31.8M +$29.4M 1 0.35% New