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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
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$66M +$4.33M 3 0.22% Increased
102
UBS Group
UBS Group
Switzerland
$63.3M -$17.9M 11 0.03% Reduced
103
Todd Asset Management
Todd Asset Management
Kentucky
$63M +$1.52M 2 2.01% Increased
104
Capital International Investors
Capital International Investors
California
$61.8M +$4.92M 1 0.03% Increased
105
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$59.2M +$21.1M 3 0.55% Increased
106
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$56.9M +$4.05M 1 0.56% Increased
107
TCW Group
TCW Group
California
$56.1M +$15M 2 0.58% Increased
108
Royal London Asset Management
Royal London Asset Management
United Kingdom
$54.9M +$17.7M 3 0.48% Increased
109
Sanders Capital
Sanders Capital
Florida
$54.4M -$101K 1 0.3% Reduced
110
Wolverine Trading
Wolverine Trading
Illinois
$54.1M -$3.84M 3 0.15% Reduced
111
Douglas Lane & Associates
Douglas Lane & Associates
New York
$54M +$700K 1 1.27% Increased
112
TI
TT International
United Kingdom
$53.9M +$57.9M 1 6.95% New
113
Jasper Ridge Partners
Jasper Ridge Partners
California
$53.7M $0 1 3.29% Maintained
114
STRS Ohio
STRS Ohio
Ohio
$52.6M -$8.29M 3 0.27% Reduced
115
Nordea Investment Management
Nordea Investment Management
Sweden
$52.5M -$15M 4 0.12% Reduced
116
Fidelity International
Fidelity International
Bermuda
$52.4M -$21.7M 3 0.09% Reduced
117
Macquarie Group
Macquarie Group
Australia
$51.8M -$10.1M 3 0.1% Reduced
118
HAM
HHR Asset Management
New Jersey
$50.7M -$43M 1 3.84% Reduced
119
Axiom Investors
Axiom Investors
Connecticut
$50.2M +$3.71M 1 1.75% Increased
120
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$49.8M +$7.01M 2 0.59% Increased
121
Two Sigma Advisers
Two Sigma Advisers
New York
$49.5M +$38.2M 4 0.14% Increased
122
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$49.1M +$1.01M 2 0.68% Increased
123
Sterling Capital Management
Sterling Capital Management
North Carolina
$49.1M -$1.98M 1 0.53% Reduced
124
Jane Street
Jane Street
New York
$49M -$6.51M 6 0.1% Reduced
125
Robeco Schweiz
Robeco Schweiz
Switzerland
$47.1M -$4.6M 1 2.18% Reduced