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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
Korea Investment Corp
Korea Investment Corp
South Korea
$575M +$95.2M 5 1.72% Increased
102
Flossbach Von Storch
Flossbach Von Storch
Germany
$572M +$423M 1 1.67% Increased
103
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$563M +$75.3M 1 2.31% Increased
104
Bessemer Group
Bessemer Group
New Jersey
$559M -$67.7M 6 1.19% Reduced
105
SEI Investments
SEI Investments
Pennsylvania
$551M +$47.9M 6 1.16% Increased
106
Russell Investments Group
Russell Investments Group
United Kingdom
$543M +$115M 7 0.92% Increased
107
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$533M +$20.5M 7 1.11% Increased
108
Point72 Asset Management
Point72 Asset Management
Connecticut
$523M +$59.8M 4 2.3% Increased
109
Pendal Group
Pendal Group
Australia
$521M +$51.5M 5 4.3% Increased
110
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$519M +$416M 4 1.66% Increased
111
Dragoneer Investment Group
Dragoneer Investment Group
California
$507M $0 1 6.68% Maintained
112
TMC
Toyota Motor Corp
Japan
$505M $0 1 38.9% Maintained
113
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$497M -$367M 6 0.76% Reduced
114
TD Asset Management
TD Asset Management
Ontario, Canada
$497M +$27.9M 7 0.52% Increased
115
Canada Life
Canada Life
Manitoba, Canada
$487M -$16.7M 7 1.13% Reduced
116
LPL Financial
LPL Financial
California
$472M +$29.5M 16 0.44% Increased
117
Capital International Inc
Capital International Inc
California
$471M -$15.5M 5 4.54% Reduced
118
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$470M +$14.4M 4 1.67% Increased
119
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$466M +$35.7M 6 1.3% Increased
120
AMF Tjänstepension
AMF Tjänstepension
Sweden
$458M +$32.5M 3 3.32% Increased
121
Swedbank
Swedbank
Sweden
$457M +$4.8M 6 0.85% Increased
122
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$452M +$19.7M 9 1.4% Increased
123
Nordea Investment Management
Nordea Investment Management
Sweden
$448M +$99.3M 6 0.58% Increased
124
Aberdeen Group
Aberdeen Group
United Kingdom
$448M +$59.3M 6 1.01% Increased
125
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$447M -$119M 8 0.51% Reduced