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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
$420M +$56.9M 7 0.86% Increased
102
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$417M -$1.49M 1 2.03% Reduced
103
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$403M +$19.6M 4 1.54% Increased
104
LPL Financial
LPL Financial
California
$391M +$7.35M 16 0.37% Increased
105
Fred Alger Management
Fred Alger Management
New York
$390M -$123M 3 1.82% Reduced
106
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$388M +$6.47M 7 1.47% Increased
107
Winslow Capital Management
Winslow Capital Management
Minnesota
$384M -$225M 2 2.05% Reduced
108
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$382M +$76.1M 3 9.57% Increased
109
Fidelity International
Fidelity International
Bermuda
$376M +$211M 7 0.45% Increased
110
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$363M +$6.71M 3 1.54% Increased
111
MUFG Bank
MUFG Bank
Japan
$362M $0 1 77.42% Maintained
112
Chevy Chase Trust
Chevy Chase Trust
Maryland
$357M +$2.84M 2 1.48% Increased
113
VOYA Investment Management
VOYA Investment Management
Georgia
$357M +$3.24M 14 0.9% Increased
114
Two Sigma Advisers
Two Sigma Advisers
New York
$357M -$60.5M 10 1.01% Reduced
115
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$354M -$49.5M 7 0.59% Reduced
116
AMF Tjänstepension
AMF Tjänstepension
Sweden
$349M -$31M 3 3.43% Reduced
117
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$347M +$390M 9 2.63% Increased
118
First Trust Advisors
First Trust Advisors
Illinois
$346M -$18.8M 11 0.43% Reduced
119
Lazard Asset Management
Lazard Asset Management
New York
$345M +$14.9M 7 0.47% Increased
120
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$343M +$45.1M 4 0.64% Increased
121
Viking Global Investors
Viking Global Investors
Connecticut
$339M +$163M 1 1.55% Increased
122
Royal London Asset Management
Royal London Asset Management
United Kingdom
$336M +$14.1M 6 1.55% Increased
123
Nordea Investment Management
Nordea Investment Management
Sweden
$332M +$23.4M 7 0.49% Increased
124
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$321M -$28.6M 2 14.69% Reduced
125
Voloridge Investment Management
Voloridge Investment Management
Florida
$320M +$240M 6 1.65% Increased