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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
Harris Associates
Harris Associates
Illinois
$103M -$8.72M 1 0.28% Reduced
127
HSBC Holdings
HSBC Holdings
United Kingdom
$103M +$41.7M 6 0.24% Increased
128
Millennium Management
Millennium Management
New York
$101M -$55.3M 6 0.23% Reduced
129
Magnetar Financial
Magnetar Financial
Illinois
$98.9M -$23.8M 4 2.38% Reduced
130
SCM
Somerset Capital Management
United Kingdom
$98.7M +$44.6M 1 15.69% Increased
131
National Pension Service
National Pension Service
South Korea
$97.2M +$1.74M 1 0.33% Increased
132
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$96M +$52.5M 3 0.8% Increased
133
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$92.3M -$29.2M 3 0.26% Reduced
134
Bank of Montreal
Bank of Montreal
Ontario, Canada
$91.6M -$82.6M 7 0.1% Reduced
135
Iconiq Capital
Iconiq Capital
California
$91.3M -$34.7M 1 8.26% Reduced
136
SIG
Senator Investment Group
New York
$90.3M +$88.4M 2 3.27% Increased
137
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$89.9M +$17M 1 1.2% Increased
138
Antipodes Partners
Antipodes Partners
Australia
$85.7M -$42.9M 1 4.48% Reduced
139
Royal London Asset Management
Royal London Asset Management
United Kingdom
$84.1M +$35M 5 0.68% Increased
140
VanEck Associates
VanEck Associates
New York
$82.5M -$16.7M 4 0.42% Reduced
141
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$80.5M +$11.7M 1 2.17% Increased
142
Raymond James & Associates
Raymond James & Associates
Florida
$78.5M +$17M 5 0.12% Increased
143
Harvard Management Company
Harvard Management Company
Massachusetts
$78.3M +$33.1M 1 12.25% Increased
144
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$75.8M +$33.7M 5 1.06% Increased
145
Bessemer Group
Bessemer Group
New Jersey
$75.7M +$53.2M 5 0.3% Increased
146
SG Americas Securities
SG Americas Securities
New York
$75.2M -$58.7M 5 0.71% Reduced
147
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$74.7M +$5.87M 4 1.2% Increased
148
Marsico Capital Management
Marsico Capital Management
Colorado
$71.7M +$84.5M 3 3.08% Increased
149
BPIH
Broad Peak Investment Holdings
Singapore
$71.6M +$84.4M 1 8.34% New
150
Truist Financial
Truist Financial
North Carolina
$70M +$5.33M 5 0.18% Increased