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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
HAM
HHR Asset Management
New Jersey
$73.9M +$12.4M 1 4.23% Increased
102
Macquarie Group
Macquarie Group
Australia
$73.5M -$911K 3 0.13% Reduced
103
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$72.4M -$2.23M 3 0.15% Reduced
104
Axiom Investors
Axiom Investors
Connecticut
$72.4M +$3.7M 1 1.78% Increased
105
Fred Alger Management
Fred Alger Management
New York
$72.2M -$23.2M 3 0.34% Reduced
106
1832 Asset Management
1832 Asset Management
Ontario, Canada
$71.3M -$1.38M 3 0.26% Reduced
107
LSCM
Light Street Capital Management
California
$70.3M +$46.6M 1 5.78% Increased
108
Guggenheim Capital
Guggenheim Capital
Illinois
$70.3M +$477K 3 0.17% Increased
109
CCM
Cadian Capital Management
New York
$69M -$23.8M 1 3.73% Reduced
110
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$68.5M +$1.23M 1 0.52% Increased
111
Sterling Capital Management
Sterling Capital Management
North Carolina
$64.9M -$9.69M 1 0.61% Reduced
112
Vontobel Asset Management
Vontobel Asset Management
New York
$64.7M -$861K 1 0.46% Reduced
113
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$63.7M -$8.74M 4 0.07% Reduced
114
TCW Group
TCW Group
California
$62.5M +$9.28M 2 0.51% Increased
115
Eagle Asset Management
Eagle Asset Management
Florida
$60.6M +$7.78M 1 0.33% Increased
116
Two Sigma Advisers
Two Sigma Advisers
New York
$60M +$4.44M 2 0.16% Increased
117
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$60M +$4.13M 3 0.17% Increased
118
CCM
Criterion Capital Management
California
$59.8M -$23.1M 2 4.14% Reduced
119
PCP
Polunin Capital Partners
United Kingdom
$57.6M +$2.14M 1 23.94% Increased
120
Korea Investment Corp
Korea Investment Corp
South Korea
$57.4M +$2.21M 2 0.27% Increased
121
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$57.3M +$5.46M 2 0.69% Increased
122
Holocene Advisors
Holocene Advisors
New York
$56.8M +$32.1M 1 1.28% Increased
123
Ruffer LLP
Ruffer LLP
United Kingdom
$54.7M -$264M 1 2.69% Reduced
124
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$54.5M -$9.66M 2 0.33% Reduced
125
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$54.3M +$1.6M 1 0.66% Increased