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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

Ride-Hailing & Shared Mobility
# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
126
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$319M -$38M 1 7.28% Reduced
127
Pendal Group
Pendal Group
Australia
$318M -$11M 2 3.12% Reduced
128
PCM
Primavera Capital Management
Cayman Islands
$315M $0 1 26.24% Maintained
129
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$312M +$76.3M 2 1.34% Increased
130
Point72 Asset Management
Point72 Asset Management
Connecticut
$312M +$199M 8 1.31% Increased
131
Axa
Axa
France
$296M -$8.28M 4 1.1% Reduced
132
Neuberger Berman Group
Neuberger Berman Group
New York
$296M -$86M 10 0.3% Reduced
133
Los Angeles Capital Management
Los Angeles Capital Management
California
$293M -$47.8M 4 1.44% Reduced
134
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$285M +$95.4M 4 0.89% Increased
135
STRS Ohio
STRS Ohio
Ohio
$279M +$16.7M 7 1.25% Increased
136
Asset Management One
Asset Management One
Japan
$278M +$9.43M 7 1.31% Increased
137
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$278M +$14.8M 4 1.75% Increased
138
Aviva
Aviva
United Kingdom
$276M +$55.5M 7 1.47% Increased
139
PAR Capital Management
PAR Capital Management
Massachusetts
$274M +$139M 1 9.18% Increased
140
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$264M +$35.3M 14 1.54% Increased
141
Raymond James & Associates
Raymond James & Associates
Florida
$263M -$10.3M 14 0.26% Reduced
142
SEI Investments
SEI Investments
Pennsylvania
$256M -$34.9M 7 0.55% Reduced
143
AQR Capital Management
AQR Capital Management
Connecticut
$252M -$5.45M 6 0.57% Reduced
144
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$249M +$4.64M 3 1.15% Increased
145
Swedbank
Swedbank
Sweden
$247M +$7.93M 5 0.56% Increased
146
Robeco Schweiz
Robeco Schweiz
Switzerland
$246M +$33M 3 4.39% Increased
147
Hyperion Asset Management
Hyperion Asset Management
Australia
$246M +$3.71M 1 14.36% Increased
148
Alkeon Capital Management
Alkeon Capital Management
New York
$240M -$5.96M 2 0.65% Reduced
149
Capital International Investors
Capital International Investors
California
$239M -$224M 4 0.07% Reduced
150
Allspring Global Investments
Allspring Global Investments
North Carolina
$238M -$52.2M 4 0.4% Reduced
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