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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
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$586M +$4.22M 4 2.28% Increased
127
SEI Investments
SEI Investments
Pennsylvania
$580M +$411K 12 0.75% Increased
128
Asset Management One
Asset Management One
Japan
$579M +$12.2M 4 1.99% Increased
129
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$574M +$946K 6 1.97% Increased
130
Nomura Asset Management
Nomura Asset Management
Japan
$568M +$29.7M 5 1.71% Increased
131
GGHC
Gilder Gagnon Howe & Co
New York
$557M -$10.4M 1 6.01% Reduced
132
Los Angeles Capital Management
Los Angeles Capital Management
California
$545M +$91.3M 4 2.21% Increased
133
Two Sigma Investments
Two Sigma Investments
New York
$541M +$282M 11 1.18% Increased
134
Swedbank
Swedbank
Sweden
$534M +$17.9M 3 0.66% Increased
135
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$529M +$290M 7 1.86% Increased
136
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$517M -$71.3M 2 10.54% Reduced
137
Man Group
Man Group
United Kingdom
$514M +$321M 7 1.35% Increased
138
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$510M -$127M 3 1.06% Reduced
139
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$508M -$223M 2 5.51% Reduced
140
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$507M +$8.84M 3 3.42% Increased
141
Capital International Investors
Capital International Investors
California
$507M +$85.3M 2 0.1% Increased
142
SDH
Sloy Dahl & Holst
Washington
$494M -$10.8M 1 62.64% Reduced
143
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$482M -$983K 6 1.95% Reduced
144
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$481M -$652M 2 8.66% Reduced
145
Axa
Axa
France
$478M +$6.98M 4 1.45% Increased
146
Hyperion Asset Management
Hyperion Asset Management
Australia
$473M -$123M 1 15.66% Reduced
147
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$469M -$91.7M 3 1.16% Reduced
148
Squarepoint
Squarepoint
New York
$456M +$298M 16 0.45% Increased
149
Citadel Advisors
Citadel Advisors
Florida
$456M -$342M 25 0.08% Reduced
150
Natixis
Natixis
France
$455M +$204M 5 2.78% Increased