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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
VanEck Associates
VanEck Associates
New York
$117M -$3.55M 4 0.45% Reduced
127
PCM
Palestra Capital Management
New York
$117M +$117M 1 3.48% New
128
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$116M +$15.4M 1 2.16% Increased
129
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$115M +$629K 4 1.41% Increased
130
Truist Financial
Truist Financial
North Carolina
$111M +$98.3M 5 0.23% Increased
131
AAM
Anglepoint Asset Management
Cayman Islands
$108M +$92.4M 2 13.03% New
132
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$108M +$34.6M 4 0.27% Increased
133
Kohlberg Kravis Roberts & Co
Kohlberg Kravis Roberts & Co
New York
$106M $0 1 0.52% Maintained
134
Sanders Capital
Sanders Capital
Florida
$104M +$19.5M 1 0.37% Increased
135
SG Americas Securities
SG Americas Securities
New York
$103M -$103M 4 0.94% Reduced
136
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$102M -$10.3M 5 0.63% Reduced
137
Point72 Asset Management
Point72 Asset Management
Connecticut
$100M -$42.6M 2 0.53% Reduced
138
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$99.7M +$83.1M 2 0.16% Increased
139
KDA
KPCB DGF Associates
California
$95.9M $0 1 100% Maintained
140
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$94.9M +$83.5M 2 0.63% Increased
141
Todd Asset Management
Todd Asset Management
Kentucky
$92.6M -$289K 2 2.3% Reduced
142
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$91.8M +$13.8M 2 0.57% Increased
143
Lone Pine Capital
Lone Pine Capital
Connecticut
$91.7M +$2.48M 1 0.49% Increased
144
Two Sigma Advisers
Two Sigma Advisers
New York
$89.2M +$28.8M 4 0.21% Increased
145
SRS Investment Management
SRS Investment Management
New York
$88.6M +$88.4M 1 2.12% New
146
Capital International Inc
Capital International Inc
California
$86.8M +$11.2M 1 1.21% Increased
147
Douglas Lane & Associates
Douglas Lane & Associates
New York
$85.6M +$354K 2 1.59% Increased
148
Nordea Investment Management
Nordea Investment Management
Sweden
$85.4M +$19.5M 4 0.17% Increased
149
Squarepoint
Squarepoint
New York
$83.3M +$21.3M 4 0.5% Increased
150
TD Asset Management
TD Asset Management
Ontario, Canada
$82.8M -$7.29M 4 0.12% Reduced