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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
Macquarie Group
Macquarie Group
Australia
$473M +$21.3M 10 0.58% Increased
102
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$466M -$8.72M 4 1.83% Reduced
103
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$459M +$48.3M 2 9.81% Increased
104
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$454M +$3.46M 8 1.83% Increased
105
Chevy Chase Trust
Chevy Chase Trust
Maryland
$446M +$29.8M 2 1.9% Increased
106
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$437M +$6.74M 4 1.97% Increased
107
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$435M +$116M 4 1.41% Increased
108
Viking Global Investors
Viking Global Investors
Connecticut
$434M -$5.18M 1 2.01% Reduced
109
Allianz Asset Management
Allianz Asset Management
Germany
$433M -$1.81B 10 0.88% Reduced
110
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$427M +$41.2M 2 12.07% Increased
111
Nordea Investment Management
Nordea Investment Management
Sweden
$407M +$63.9M 6 0.66% Increased
112
Fidelity International
Fidelity International
Bermuda
$406M -$34.7M 8 0.52% Reduced
113
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$405M +$146M 3 1.48% Increased
114
AQR Capital Management
AQR Capital Management
Connecticut
$400M +$125M 6 0.97% Increased
115
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$395M -$11.4M 4 0.7% Reduced
116
Axa
Axa
France
$382M +$73.3M 5 1.5% Increased
117
Alkeon Capital Management
Alkeon Capital Management
New York
$382M +$100M 2 1.23% Increased
118
MUFG Bank
MUFG Bank
Japan
$376M $0 1 76.21% Maintained
119
Swedbank
Swedbank
Sweden
$375M +$114M 5 0.89% Increased
120
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$369M +$14M 2 1.72% Increased
121
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$368M +$2.31M 1 1.89% Increased
122
AMF Tjänstepension
AMF Tjänstepension
Sweden
$362M -$48.8M 3 4.29% Reduced
123
Los Angeles Capital Management
Los Angeles Capital Management
California
$362M +$34.8M 4 1.88% Increased
124
Aberdeen Group
Aberdeen Group
United Kingdom
$354M +$124M 6 1.05% Increased
125
Lazard Asset Management
Lazard Asset Management
New York
$351M +$27.6M 7 0.51% Increased