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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
Russell Investments Group
Russell Investments Group
United Kingdom
$120M -$11.7M 4 0.23% Reduced
102
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$119M +$24.7M 7 0.21% Increased
103
GQG Partners
GQG Partners
Florida
$107M +$6.31M 1 1.09% Increased
104
CFM
Coronation Fund Managers
South Africa
$106M -$1.7M 1 3.97% Reduced
105
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$106M +$1.14M 4 0.21% Increased
106
UBS Group
UBS Group
Switzerland
$103M +$8.94M 14 0.04% Increased
107
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$102M -$95.2K 4 1.33% Reduced
108
Kohlberg Kravis Roberts & Co
Kohlberg Kravis Roberts & Co
New York
$100M $0 1 0.56% Maintained
109
Sculptor Capital
Sculptor Capital
New York
$97.6M -$147M 4 1.05% Reduced
110
Fidelity International
Fidelity International
Bermuda
$96.7M +$13.3M 2 0.15% Increased
111
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$96.1M +$7.57M 1 1.73% Increased
112
Brown Advisory
Brown Advisory
Maryland
$95.5M +$16M 3 0.27% Increased
113
VanEck Associates
VanEck Associates
New York
$95.1M -$1.08M 3 0.45% Reduced
114
MAM
Myriad Asset Management
Hong Kong
$94.5M $0 1 9.7% Maintained
115
TCM
Tybourne Capital Management
Hong Kong
$91.5M $0 1 3.97% Maintained
116
Sachem Head Capital Management
Sachem Head Capital Management
New York
$91M -$38.9M 1 7.13% Reduced
117
KDA
KPCB DGF Associates
California
$88.4M $0 1 57.24% Maintained
118
Capital International Investors
Capital International Investors
California
$87.6M +$1.34M 1 0.03% Increased
119
Axiom Investors
Axiom Investors
Connecticut
$86.5M -$26M 1 2.34% Reduced
120
Lone Pine Capital
Lone Pine Capital
Connecticut
$84.8M $0 1 0.5% Maintained
121
Todd Asset Management
Todd Asset Management
Kentucky
$82.9M +$7.31K 2 2.27% Increased
122
TD Asset Management
TD Asset Management
Ontario, Canada
$82.3M +$21M 3 0.13% Increased
123
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$81.1M -$42.1M 8 0.03% Reduced
124
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$79.4M +$1.72M 3 0.55% Increased
125
Douglas Lane & Associates
Douglas Lane & Associates
New York
$78.5M +$134K 1 1.56% Increased