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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
Two Sigma Advisers
Two Sigma Advisers
New York
$397M -$74.6M 6 1.05% Reduced
127
Royal London Asset Management
Royal London Asset Management
United Kingdom
$394M +$21.1M 6 1.61% Increased
128
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$393M +$23.3M 9 1.29% Increased
129
Robeco Schweiz
Robeco Schweiz
Switzerland
$388M +$150M 2 5.41% Increased
130
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$388M +$77.5M 5 1.13% Increased
131
William Blair Investment Management
William Blair Investment Management
Illinois
$380M +$12.7M 2 1.19% Increased
132
AMF Tjänstepension
AMF Tjänstepension
Sweden
$377M -$2.05M 3 2.6% Reduced
133
Federated Hermes
Federated Hermes
Pennsylvania
$376M +$65.4M 7 0.7% Increased
134
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$375M +$50.3M 12 2.04% Increased
135
Alphabet Inc
Alphabet Inc
California
$374M -$16.3M 2 7.61% Reduced
136
Fisher Asset Management
Fisher Asset Management
Washington
$362M -$13.3M 3 0.23% Reduced
137
Chevy Chase Trust
Chevy Chase Trust
Maryland
$362M -$16.7M 2 1.23% Reduced
138
Fred Alger Management
Fred Alger Management
New York
$358M -$120M 4 0.85% Reduced
139
HA
HHLR Advisors
Cayman Islands
$354M -$20.9M 3 3.65% Reduced
140
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$354M -$24.5M 4 0.78% Reduced
141
Fidelity International
Fidelity International
Bermuda
$348M +$23.6M 6 0.37% Increased
142
Carmignac Gestion
Carmignac Gestion
France
$340M +$78.2M 4 3.94% Increased
143
Aberdeen Group
Aberdeen Group
United Kingdom
$339M -$2.17M 5 0.74% Reduced
144
Raymond James & Associates
Raymond James & Associates
Florida
$331M +$772K 14 0.3% Increased
145
Los Angeles Capital Management
Los Angeles Capital Management
California
$319M +$14M 3 1.41% Increased
146
Nordea Investment Management
Nordea Investment Management
Sweden
$312M +$15.2M 6 0.42% Increased
147
Asset Management One
Asset Management One
Japan
$312M +$8.78M 7 1.16% Increased
148
STRS Ohio
STRS Ohio
Ohio
$309M -$6.17M 8 1.11% Reduced
149
A
Apoletto
British Virgin Islands
$301M -$1.82M 1 39.47% Reduced
150
Natixis
Natixis
France
$296M -$329M 2 1.29% Reduced