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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
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$501M +$162M 4 1.08% Increased
102
SEI Investments
SEI Investments
Pennsylvania
$495M -$22.1M 5 1.25% Reduced
103
Fred Alger Management
Fred Alger Management
New York
$486M -$46.1M 4 1.27% Reduced
104
Capital International Inc
Capital International Inc
California
$481M +$8.92M 4 4.47% Increased
105
Two Sigma Advisers
Two Sigma Advisers
New York
$465M +$396M 4 1.28% Increased
106
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$457M -$144M 3 1.16% Reduced
107
Canada Life
Canada Life
Manitoba, Canada
$443M +$20.1M 6 1.08% Increased
108
SEP
Soma Equity Partners
California
$436M +$97.7M 1 9.59% Increased
109
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$425M +$52M 1 16.81% Increased
110
Russell Investments Group
Russell Investments Group
United Kingdom
$424M +$32.8M 7 0.75% Increased
111
Korea Investment Corp
Korea Investment Corp
South Korea
$410M +$17.9M 4 1.29% Increased
112
Pendal Group
Pendal Group
Australia
$410M -$150M 5 4.02% Reduced
113
Alphabet Inc
Alphabet Inc
California
$408M -$287M 2 16.46% Reduced
114
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$404M +$59.8M 8 1.67% Increased
115
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$403M +$32.1M 1 2.06% Increased
116
HA
HHLR Advisors
Cayman Islands
$394M -$246M 2 3.9% Reduced
117
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$388M +$29.7M 3 1.54% Increased
118
LPL Financial
LPL Financial
California
$387M +$41M 13 0.45% Increased
119
Millennium Management
Millennium Management
New York
$385M -$375M 16 0.28% Reduced
120
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$381M +$13.2M 3 0.94% Increased
121
Swedbank
Swedbank
Sweden
$378M +$164M 5 0.78% Increased
122
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$375M +$40.7M 2 10.67% Increased
123
Chevy Chase Trust
Chevy Chase Trust
Maryland
$370M -$25.6M 2 1.32% Reduced
124
TD Asset Management
TD Asset Management
Ontario, Canada
$370M +$48.9M 5 0.41% Increased
125
AMF Tjänstepension
AMF Tjänstepension
Sweden
$370M +$16M 2 2.77% Increased