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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
William Blair & Company
William Blair & Company
Illinois
$336M +$53.8M 5 1.04% Increased
127
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$332M +$6.24M 11 1.08% Increased
128
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$330M -$573M 10 1.64% Reduced
129
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$327M -$15.5K 4 1.39% Reduced
130
Nomura Asset Management
Nomura Asset Management
Japan
$319M +$62.6M 6 1.09% Increased
131
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$317M -$11.1M 3 1.24% Reduced
132
STRS Ohio
STRS Ohio
Ohio
$316M +$7.69M 5 1.25% Increased
133
Two Sigma Investments
Two Sigma Investments
New York
$314M -$201M 9 0.72% Reduced
134
Royal London Asset Management
Royal London Asset Management
United Kingdom
$314M +$4.31M 4 0.8% Increased
135
SEI Investments
SEI Investments
Pennsylvania
$313M +$27.2M 14 0.44% Increased
136
Alkeon Capital Management
Alkeon Capital Management
New York
$312M -$34.8M 1 0.51% Reduced
137
Allianz Asset Management
Allianz Asset Management
Germany
$308M -$74.8M 5 0.46% Reduced
138
Swedbank
Swedbank
Sweden
$304M +$34.5M 4 0.41% Increased
139
Stifel Financial
Stifel Financial
Missouri
$296M +$18.2M 11 0.33% Increased
140
Asset Management One
Asset Management One
Japan
$293M -$2.79M 5 1.12% Reduced
141
Westfield Capital Management
Westfield Capital Management
Massachusetts
$292M +$62.1M 2 1.44% Increased
142
Daiwa Securities Group
Daiwa Securities Group
Japan
$290M +$36.6M 11 1.54% Increased
143
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$288M -$9.26M 1 2.43% Reduced
144
GGHC
Gilder Gagnon Howe & Co
New York
$286M +$329K 2 3.58% Increased
145
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$285M -$4.88M 3 2.06% Reduced
146
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$273M -$39.4M 6 0.44% Reduced
147
AQR Capital Management
AQR Capital Management
Connecticut
$272M -$11.6M 7 0.42% Reduced
148
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$271M -$10.9M 4 0.99% Reduced
149
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$270M -$134M 5 1.18% Reduced
150
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$270M -$53.8M 2 1.12% Reduced