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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
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$93.7M $0 1 0.96% Maintained
102
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$89M -$1.33M 2 0.2% Reduced
103
Axa
Axa
France
$86.2M -$3.07M 3 0.34% Reduced
104
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$83.4M +$4.4M 2 2.2% Increased
105
Todd Asset Management
Todd Asset Management
Kentucky
$83.2M +$2.38M 2 2.35% Increased
106
DVF
Discovery Value Fund
Singapore
$82.2M +$26.3M 1 9.21% Increased
107
TD Asset Management
TD Asset Management
Ontario, Canada
$81.7M +$5.85M 2 0.12% Increased
108
USAA
United Services Automobile Association
Texas
$81.6M -$3.12M 5 0.21% Reduced
109
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$80.9M +$9.27M 2 0.78% Increased
110
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$80.4M +$6.41M 3 0.67% Increased
111
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$79.4M -$233K 2 0.21% Reduced
112
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$79M -$2.98M 4 0.58% Reduced
113
Barclays
Barclays
United Kingdom
$78.6M +$4.42M 6 0.05% Increased
114
ClearBridge Investments
ClearBridge Investments
New York
$78.6M +$20.3M 3 0.07% Increased
115
Alyeska Investment Group
Alyeska Investment Group
Illinois
$78.3M +$57.2M 1 1.03% Increased
116
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$77.5M -$17M 8 0.03% Reduced
117
Fidelity International
Fidelity International
Bermuda
$74M +$30.4M 4 0.12% Increased
118
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$73.3M +$3.58M 2 0.14% Increased
119
LCM
Lakewood Capital Management
New York
$72.8M +$13.3M 1 2.04% Increased
120
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$72.1M +$70.6M 5 0.03% Increased
121
PFMOSF
Philadelphia Financial Management of San Francisco
California
$71.7M +$71.7M 1 12.06% New
122
Douglas Lane & Associates
Douglas Lane & Associates
New York
$70.2M +$462K 1 1.46% Increased
123
Sanders Capital
Sanders Capital
Florida
$70.2M -$38.4K 1 0.34% Reduced
124
OPFM
Optimus Prime Fund Management
Cayman Islands
$66.8M $0 1 24.37% Maintained
125
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$65.6M +$2.5M 2 0.81% Increased