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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
Todd Asset Management
Todd Asset Management
Kentucky
$71.7M -$4.58M 2 2.04% Reduced
102
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$69.2M -$3.98M 1 0.21% Reduced
103
Citadel Advisors
Citadel Advisors
Florida
$68.9M -$15.1M 4 0.06% Reduced
104
1832 Asset Management
1832 Asset Management
Ontario, Canada
$68.5M +$64.3M 3 0.31% Increased
105
Macquarie Group
Macquarie Group
Australia
$68M -$20.7M 3 0.12% Reduced
106
USAA
United Services Automobile Association
Texas
$66.7M -$12.3M 3 0.2% Reduced
107
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$66.6M +$60.8M 1 4.66% New
108
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$64.2M -$1.17M 4 0.08% Reduced
109
HSBC Holdings
HSBC Holdings
United Kingdom
$63.6M +$13.9M 3 0.12% Increased
110
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$63M +$53.5M 2 0.03% Increased
111
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$61M -$5.04M 2 0.76% Reduced
112
Two Sigma Advisers
Two Sigma Advisers
New York
$59.7M +$3.56M 3 0.2% Increased
113
Jasper Ridge Partners
Jasper Ridge Partners
California
$58.3M +$52.5M 1 3.13% Increased
114
Korea Investment Corp
Korea Investment Corp
South Korea
$58.1M +$4.87M 2 0.27% Increased
115
SEI Investments
SEI Investments
Pennsylvania
$57.7M +$17M 3 0.23% Increased
116
Sands Capital Management
Sands Capital Management
Virginia
$57.6M +$24.7M 1 0.17% Increased
117
Axa
Axa
France
$57.1M +$1.74M 2 0.26% Increased
118
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$55.9M -$3.77M 2 0.23% Reduced
119
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$55M -$4.42M 1 0.16% Reduced
120
Prudential Financial
Prudential Financial
New Jersey
$54.6M +$6.86M 2 0.08% Increased
121
Panagora Asset Management
Panagora Asset Management
Massachusetts
$54.4M +$14.6M 3 0.22% Increased
122
Eagle Asset Management
Eagle Asset Management
Florida
$54.1M -$5.03M 1 0.33% Reduced
123
ESG
Emerging Sovereign Group
New York
$53.7M +$53.3M 1 13.73% New
124
ClearBridge Investments
ClearBridge Investments
New York
$52.2M -$4.04M 1 0.05% Reduced
125
QIM
Quantitative Investment Management
Virginia
$52.1M +$47.6M 1 0.78% New