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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
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$299M +$375M 2 8.25% Increased
102
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$299M +$60.5M 17 0.81% Increased
103
Canada Life
Canada Life
Manitoba, Canada
$297M +$3.85M 7 0.78% Increased
104
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$287M -$61.1M 14 0.18% Reduced
105
Swedbank
Swedbank
Sweden
$282M +$52.4M 5 0.62% Increased
106
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$276M +$33.9M 4 3.97% Increased
107
ProShare Advisors
ProShare Advisors
Maryland
$274M +$46.3M 11 0.96% Increased
108
Capital International Investors
Capital International Investors
California
$270M +$180M 3 0.07% Increased
109
Pendal Group
Pendal Group
Australia
$268M -$24.2M 3 2.32% Reduced
110
Clear Street
Clear Street
New York
$268M +$334M 3 3.38% Increased
111
Allianz Asset Management
Allianz Asset Management
Germany
$264M +$67.7M 9 0.51% Increased
112
NMO
Newlands Management Operations
Texas
$259M +$398M 1 6.82% New
113
Two Sigma Investments
Two Sigma Investments
New York
$258M +$174M 15 0.81% Increased
114
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$256M +$59.5M 3 0.92% Increased
115
LPL Financial
LPL Financial
California
$250M -$14.3M 18 0.21% Reduced
116
Putnam Investments
Putnam Investments
Massachusetts
$246M -$187M 3 0.43% Reduced
117
PAR Capital Management
PAR Capital Management
Massachusetts
$243M -$4.87M 1 8.74% Reduced
118
Man Group
Man Group
United Kingdom
$241M +$91.2M 8 0.86% Increased
119
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$237M +$3.96M 8 0.9% Increased
120
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$236M +$14.1M 5 0.68% Increased
121
Royal London Asset Management
Royal London Asset Management
United Kingdom
$234M +$8.36M 5 1.05% Increased
122
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$233M -$12.5M 11 0.75% Reduced
123
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$233M -$15.6M 2 7.82% Reduced
124
Neuberger Berman Group
Neuberger Berman Group
New York
$233M -$45.9M 8 0.23% Reduced
125
Hyperion Asset Management
Hyperion Asset Management
Australia
$229M +$166M 1 14.84% Increased