← All themes

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
FTCM
Fir Tree Capital Management
New York
$51.8M $0 1 2.79% Maintained
127
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$51.7M +$2.19M 2 0.4% Increased
128
Barings
Barings
North Carolina
$51.5M +$9.26M 2 0.73% Increased
129
WM
WS Management
Florida
$50.3M +$53.1M 1 1.65% Increased
130
Carrhae Capital
Carrhae Capital
United Kingdom
$48.8M +$10.2M 1 14.82% Increased
131
Jane Street
Jane Street
New York
$48.3M -$64.7M 7 0.1% Reduced
132
PCP
Polunin Capital Partners
United Kingdom
$48.2M +$217K 1 23.92% Increased
133
Korea Investment Corp
Korea Investment Corp
South Korea
$47.9M -$4.11M 2 0.22% Reduced
134
Wolverine Trading
Wolverine Trading
Illinois
$47.2M +$51.4M 4 0.1% Increased
135
Capital Guardian Trust
Capital Guardian Trust
California
$47.2M +$2.06M 2 0.64% Increased
136
Nomura Holdings
Nomura Holdings
Japan
$46.8M -$72.5M 2 0.16% Reduced
137
VOYA Investment Management
VOYA Investment Management
Georgia
$46.5M -$35.8M 2 0.1% Reduced
138
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$45.4M -$47.8M 1 0.1% Reduced
139
TCW Group
TCW Group
California
$43.9M -$19.6M 2 0.36% Reduced
140
Marshall Wace North America
Marshall Wace North America
New York
$43.6M -$7.9M 3 0.3% Reduced
141
Jasper Ridge Partners
Jasper Ridge Partners
California
$42.7M $0 1 2.34% Maintained
142
Ruffer LLP
Ruffer LLP
United Kingdom
$41.9M -$9.82M 1 1.39% Reduced
143
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$41.2M +$42.4M 1 1.4% New
144
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$40.7M +$45.7K 2 0.3% Increased
145
LCM
Lakewood Capital Management
New York
$40.3M +$41.4M 1 1.33% New
146
Fred Alger Management
Fred Alger Management
New York
$39.6M -$28.2M 3 0.15% Reduced
147
Brown Advisory
Brown Advisory
Maryland
$39.6M +$7.98M 2 0.11% Increased
148
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$39.3M -$1.71M 2 0.19% Reduced
149
Raymond James & Associates
Raymond James & Associates
Florida
$38.7M +$1.47M 5 0.06% Increased
150
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$38M +$15.4M 3 0.15% Increased