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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
LPL Financial
LPL Financial
California
$427M +$32.3M 16 0.33% Increased
102
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$423M -$18.7M 1 9.29% Reduced
103
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$419M +$138M 4 0.62% Increased
104
Nordea Investment Management
Nordea Investment Management
Sweden
$398M -$37.9M 5 0.58% Reduced
105
Mariner
Mariner
Kansas
$398M +$154M 13 1.16% Increased
106
Allianz Asset Management
Allianz Asset Management
Germany
$393M -$25.9M 8 0.7% Reduced
107
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$388M +$9.98M 11 1.15% Increased
108
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$386M +$26M 6 0.63% Increased
109
Alkeon Capital Management
Alkeon Capital Management
New York
$382M -$81.1M 2 0.84% Reduced
110
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$381M +$2.81M 7 1.36% Increased
111
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$374M -$48M 3 1.29% Reduced
112
Russell Investments Group
Russell Investments Group
United Kingdom
$374M -$70.1M 9 0.73% Reduced
113
Macquarie Group
Macquarie Group
Australia
$362M -$169M 7 0.43% Reduced
114
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$354M -$3.79M 2 9.51% Reduced
115
Allspring Global Investments
Allspring Global Investments
North Carolina
$349M +$74.9M 8 0.58% Increased
116
Raymond James & Associates
Raymond James & Associates
Florida
$348M +$45.6M 14 0.3% Increased
117
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$348M -$11.2M 5 1.45% Reduced
118
Chevy Chase Trust
Chevy Chase Trust
Maryland
$343M +$3.49M 2 1.36% Increased
119
First Trust Advisors
First Trust Advisors
Illinois
$330M +$20.3M 9 0.38% Increased
120
Aberdeen Group
Aberdeen Group
United Kingdom
$330M +$20.7M 5 0.83% Increased
121
Artisan Partners
Artisan Partners
Wisconsin
$329M -$74.9M 3 0.54% Reduced
122
Capital International Investors
Capital International Investors
California
$328M +$6.33M 3 0.08% Increased
123
Royal London Asset Management
Royal London Asset Management
United Kingdom
$321M -$14.9M 4 1.28% Reduced
124
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$321M -$48.2M 6 0.87% Reduced
125
Los Angeles Capital Management
Los Angeles Capital Management
California
$320M -$2.53M 4 1.42% Reduced