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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
126
Prudential Financial
Prudential Financial
New Jersey
$62.7M +$1.91M 2 0.09% Increased
127
Victory Capital Management
Victory Capital Management
Texas
$61.8M +$11.5M 1 0.14% Increased
128
TCW Group
TCW Group
California
$60.1M +$14.2M 3 0.48% Increased
129
1832 Asset Management
1832 Asset Management
Ontario, Canada
$59.6M -$16.8M 2 0.21% Reduced
130
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$58.6M +$3.2M 1 0.69% Increased
131
EAM
EastBay Asset Management
New York
$58.6M +$34.3M 1 4.73% Increased
132
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$58.2M -$14.3M 4 0.07% Reduced
133
CCM
Criterion Capital Management
California
$57.2M +$8.08M 2 2.43% Increased
134
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$56.4M -$13.1M 2 0.68% Reduced
135
ESG
Emerging Sovereign Group
New York
$55.7M -$10.8M 1 23.21% Reduced
136
ABC
Anchor Bolt Capital
Illinois
$55.4M -$222K 1 2.27% Reduced
137
Jasper Ridge Partners
Jasper Ridge Partners
California
$55M $0 1 2.74% Maintained
138
PGGM Investments
PGGM Investments
Netherlands
$54.4M +$373K 1 0.27% Increased
139
HCM
Hitchwood Capital Management
New York
$54.1M +$14.2M 1 2.31% Increased
140
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$53.4M -$9.52M 1 2.78% Reduced
141
Eagle Asset Management
Eagle Asset Management
Florida
$53.2M -$8.08M 1 0.3% Reduced
142
MC
Maplelane Capital
New York
$52.8M +$48.9M 1 1.04% Increased
143
ClearBridge Investments
ClearBridge Investments
New York
$50.7M -$7.54M 1 0.05% Reduced
144
Credit Agricole
Credit Agricole
France
$50.7M -$5.25M 3 0.17% Reduced
145
Aviva
Aviva
United Kingdom
$50.2M +$528K 3 0.27% Increased
146
Principal Financial Group
Principal Financial Group
Iowa
$48.7M -$498K 2 0.05% Reduced
147
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$48.2M -$3.72M 1 0.14% Reduced
148
GQG Partners
GQG Partners
Florida
$48M +$9.59M 1 1.69% Increased
149
AQR Capital Management
AQR Capital Management
Connecticut
$47.2M +$10.1M 3 0.06% Increased
150
Raymond James & Associates
Raymond James & Associates
Florida
$46.6M -$1.53M 4 0.09% Reduced