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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
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$446M -$47.1M 5 1% Reduced
127
Mariner
Mariner
Kansas
$436M -$227M 15 0.72% Reduced
128
Tiger Global Management
Tiger Global Management
New York
$435M -$176M 3 1.64% Reduced
129
Coatue Management
Coatue Management
New York
$428M -$349M 2 1.89% Reduced
130
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$428M +$116M 2 5.52% Increased
131
Winslow Capital Management
Winslow Capital Management
Minnesota
$423M -$115M 2 1.69% Reduced
132
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$423M +$15.4M 4 1.68% Increased
133
Stifel Financial
Stifel Financial
Missouri
$416M +$100M 11 0.44% Increased
134
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$413M -$138M 1 8.3% Reduced
135
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$411M -$27.4M 1 1.49% Reduced
136
CSD
Clear Street Derivatives
New York
$410M +$425M 1 6.56% Increased
137
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$410M +$48.9M 1 7.46% Increased
138
Two Sigma Investments
Two Sigma Investments
New York
$404M -$36.5M 12 0.86% Reduced
139
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$404M -$8.49M 7 1.47% Reduced
140
Asset Management One
Asset Management One
Japan
$404M +$30.7M 4 1.4% Increased
141
Man Group
Man Group
United Kingdom
$401M -$63M 8 1.02% Reduced
142
SEI Investments
SEI Investments
Pennsylvania
$399M -$45.1M 12 0.51% Reduced
143
AIM
Allen Investment Management
New York
$394M +$10.6M 3 4.59% Increased
144
CCM
Cantillon Capital Management
New York
$387M +$91.1M 1 2.5% Increased
145
Fred Alger Management
Fred Alger Management
New York
$385M -$74.1M 5 2.19% Reduced
146
Axa
Axa
France
$381M -$4.69M 5 1.25% Reduced
147
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$378M -$11.3M 3 9.21% Reduced
148
William Blair & Company
William Blair & Company
Illinois
$376M +$10.7M 3 1.14% Increased
149
Sands Capital Management
Sands Capital Management
Virginia
$373M -$16.8M 2 1.27% Reduced
150
Allspring Global Investments
Allspring Global Investments
North Carolina
$369M +$12M 6 0.64% Increased