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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 New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$610M +$18.7M 10 1.94% Increased
102
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$610M +$91.6M 5 1.04% Increased
103
Russell Investments Group
Russell Investments Group
United Kingdom
$608M +$7.32M 6 1.06% Increased
104
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$607M +$198M 1 8.76% Increased
105
LPL Financial
LPL Financial
California
$605M -$4.51M 13 0.52% Reduced
106
AMF Tjänstepension
AMF Tjänstepension
Sweden
$594M +$11.5M 3 4.4% Increased
107
Natixis
Natixis
France
$594M -$10.3M 5 2.07% Reduced
108
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$578M -$34.3K 4 2.04% Reduced
109
Capital International Investors
Capital International Investors
California
$577M +$185M 5 0.13% Increased
110
VOYA Investment Management
VOYA Investment Management
Georgia
$566M -$9.82M 10 1.17% Reduced
111
Chevy Chase Trust
Chevy Chase Trust
Maryland
$564M +$12.1M 2 1.94% Increased
112
Marshall Wace
Marshall Wace
United Kingdom
$564M +$54.1M 12 1.07% Increased
113
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$562M +$143M 1 2.32% Increased
114
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$561M -$57.3M 2 15.09% Reduced
115
Tiger Global Management
Tiger Global Management
New York
$548M -$370M 3 2.06% Reduced
116
Neuberger Berman Group
Neuberger Berman Group
New York
$548M -$38M 9 0.46% Reduced
117
Los Angeles Capital Management
Los Angeles Capital Management
California
$516M -$52.6M 5 2.03% Reduced
118
First Trust Advisors
First Trust Advisors
Illinois
$514M -$74.3M 11 0.53% Reduced
119
Alkeon Capital Management
Alkeon Capital Management
New York
$513M +$20.7M 2 1.03% Increased
120
MUFG Bank
MUFG Bank
Japan
$500M $0 1 46.71% Maintained
121
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$500M +$255M 5 0.66% Increased
122
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$492M -$113M 5 0.74% Reduced
123
Royal London Asset Management
Royal London Asset Management
United Kingdom
$483M +$32.6M 6 1.89% Increased
124
Lazard Asset Management
Lazard Asset Management
New York
$468M -$32.1M 8 0.54% Reduced
125
Nordea Investment Management
Nordea Investment Management
Sweden
$463M -$78.2M 6 0.58% Reduced