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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
Foresters Investment Management
Foresters Investment Management
New York
$54.6M -$766K 1 1.01% Reduced
102
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$53.4M -$47.5M 3 0.08% Reduced
103
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$52.8M +$1.98M 2 0.15% Increased
104
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$52.7M +$834K 3 0.08% Increased
105
UBS Group
UBS Group
Switzerland
$52.5M +$12.6M 4 0.03% Increased
106
BlackRock Investment Management
BlackRock Investment Management
Delaware
$52.3M -$9.88M 4 0.06% Reduced
107
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$49.7M +$1.92M 1 0.08% Increased
108
Discovery Capital Management
Discovery Capital Management
Connecticut
$49.6M -$13.5M 1 1.05% Reduced
109
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$49.5M +$7.5M 2 0.8% Increased
110
CHCM
Columbus Hill Capital Management
New Jersey
$49.3M +$837K 2 5.23% Increased
111
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$48.4M -$3.14M 3 0.2% Reduced
112
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$47.2M +$21.4M 2 0.2% Increased
113
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$47M -$1.53M 2 0.21% Reduced
114
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$47M +$6.53M 3 0.09% Increased
115
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$46.9M +$2.44M 1 0.33% Increased
116
Axiom Investors
Axiom Investors
Connecticut
$46.5M -$7.15M 1 1.3% Reduced
117
PGGM Investments
PGGM Investments
Netherlands
$44.6M -$289K 1 0.22% Reduced
118
Korea Investment Corp
Korea Investment Corp
South Korea
$44.1M -$22.1M 1 0.23% Reduced
119
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$42.1M +$20.9M 2 0.36% Increased
120
Two Sigma Investments
Two Sigma Investments
New York
$41.5M -$3.22M 2 0.15% Reduced
121
abrdn Investment Management
abrdn Investment Management
United Kingdom
$40M +$37.9M 1 0.16% New
122
1832 Asset Management
1832 Asset Management
Ontario, Canada
$40M +$13.8M 3 0.15% Increased
123
MCM
Moon Capital Management
New York
$38.8M -$4.74M 2 14.63% Reduced
124
Baird Financial Group
Baird Financial Group
Wisconsin
$38.3M +$1.99M 2 0.34% Increased
125
MTB
Mizuho Trust & Banking
Japan
$37.8M +$6.5M 1 0.11% Increased