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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
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$93.6M +$15M 7 0.19% Increased
127
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$92.8M +$36M 1 4.09% Increased
128
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$90.9M +$21.2M 10 0.04% Increased
129
Axa
Axa
France
$89M +$4.89M 4 0.35% Increased
130
Jane Street
Jane Street
New York
$85.4M -$147M 9 0.15% Reduced
131
Balyasny Asset Management
Balyasny Asset Management
Illinois
$83.1M +$51.2M 4 0.53% Increased
132
Polar Capital
Polar Capital
United Kingdom
$80.5M +$67.5M 2 0.71% Increased
133
SCM
Segantii Capital Management
Hong Kong
$80.4M +$73.6M 1 7.11% New
134
Todd Asset Management
Todd Asset Management
Kentucky
$79.6M -$6.72M 2 2.18% Reduced
135
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$78.1M +$3.33M 4 0.53% Increased
136
Slate Path Capital
Slate Path Capital
New York
$78M +$71.4M 2 3.5% New
137
USAA
United Services Automobile Association
Texas
$78M +$4.63M 7 0.19% Increased
138
Fidelity International
Fidelity International
Bermuda
$77.1M +$17.2M 3 0.12% Increased
139
SCM
Steadfast Capital Management
New York
$74.4M +$75.3M 2 0.99% New
140
Brown Advisory
Brown Advisory
Maryland
$73M +$8.23M 2 0.21% Increased
141
Element Capital Management
Element Capital Management
New York
$72.9M +$55M 2 4.97% Increased
142
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$72.8M +$6.39M 4 0.14% Increased
143
Douglas Lane & Associates
Douglas Lane & Associates
New York
$72.4M +$1.02M 1 1.41% Increased
144
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$72.2M -$16.5M 1 0.69% Reduced
145
Sanders Capital
Sanders Capital
Florida
$71.4M +$39.6K 1 0.33% Increased
146
OPFM
Optimus Prime Fund Management
Cayman Islands
$71.2M +$18.7M 1 26.54% Increased
147
DVF
Discovery Value Fund
Singapore
$70.3M +$4.88M 1 7.96% Increased
148
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$69.4M +$1.23M 3 0.85% Increased
149
Robeco Schweiz
Robeco Schweiz
Switzerland
$69.2M +$5.07M 1 2.94% Increased
150
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$69.2M -$338K 3 0.18% Reduced