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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
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$363M +$397M 7 4.48% Increased
127
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$363M -$12.2M 6 1.27% Reduced
128
GIM
Genesis Investment Management
United Kingdom
$362M -$22.5M 1 11.94% Reduced
129
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$355M -$38.6M 4 0.73% Reduced
130
Winslow Capital Management
Winslow Capital Management
Minnesota
$350M -$460M 1 1.48% Reduced
131
Royal London Asset Management
Royal London Asset Management
United Kingdom
$350M +$9.42M 5 1.6% Increased
132
Fisher Asset Management
Fisher Asset Management
Washington
$341M -$20.7M 3 0.24% Reduced
133
Fidelity International
Fidelity International
Bermuda
$332M +$13.6M 4 0.38% Increased
134
William Blair Investment Management
William Blair Investment Management
Illinois
$329M -$21.2M 2 1.07% Reduced
135
Raymond James & Associates
Raymond James & Associates
Florida
$328M +$33.2M 13 0.33% Increased
136
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$326M -$15.7M 3 0.57% Reduced
137
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$325M +$25.3M 1 1.71% Increased
138
Aberdeen Group
Aberdeen Group
United Kingdom
$325M -$107M 5 0.74% Reduced
139
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$319M +$84.6M 8 2.09% Increased
140
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$315M +$2.92M 4 2.87% Increased
141
STRS Ohio
STRS Ohio
Ohio
$312M +$14.8M 4 1.17% Increased
142
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$307M -$59.6M 4 0.4% Reduced
143
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$306M -$269M 6 0.45% Reduced
144
Melvin Capital Management
Melvin Capital Management
New York
$305M +$312M 1 1.74% New
145
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$304M +$230M 5 0.6% Increased
146
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$304M +$96.5M 5 1.01% Increased
147
Los Angeles Capital Management
Los Angeles Capital Management
California
$300M -$109M 4 1.36% Reduced
148
AQR Capital Management
AQR Capital Management
Connecticut
$298M -$7.67M 5 0.49% Reduced
149
Asset Management One
Asset Management One
Japan
$296M -$1.32M 6 1.18% Reduced
150
CCM
Cadian Capital Management
New York
$284M +$103M 2 10.52% Increased