← All themes

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$672M +$52.5M 5 1.28% Increased
127
Royal London Asset Management
Royal London Asset Management
United Kingdom
$665M +$16.9M 5 1.4% Increased
128
KBC Group
KBC Group
Belgium
$662M -$73.4M 10 1.66% Reduced
129
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$662M -$536M 4 0.22% Reduced
130
Rafferty Asset Management
Rafferty Asset Management
New York
$658M +$147M 3 2.67% Increased
131
Quantinno Capital Management
Quantinno Capital Management
New York
$655M +$145M 12 1.09% Increased
132
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA
$637M +$40.4M 10 1.99% Increased
133
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$622M -$34.1M 4 1% Reduced
134
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$620M +$23.8M 7 1.53% Increased
135
Vanguard Investments Australia
Vanguard Investments Australia
Australia
$620M +$683M 12 1.79% New
136
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$613M +$22.1M 5 1.93% Increased
137
VARA
Value Aligned Research Advisors
New Jersey
$603M +$250M 1 2.91% Increased
138
Chevy Chase Trust
Chevy Chase Trust
Maryland
$597M -$19.5M 3 1.72% Reduced
139
Nomura Asset Management
Nomura Asset Management
Japan
$581M -$15.4M 9 1.5% Reduced
140
AG
Alibaba Group
Hong Kong
$574M $0 1 87.93% Maintained
141
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$573M +$183M 1 10.06% Increased
142
Man Group
Man Group
United Kingdom
$571M -$182M 11 1.04% Reduced
143
Capstone Investment Advisors
Capstone Investment Advisors
New York
$565M +$233M 5 0.98% Increased
144
Asset Management One
Asset Management One
Japan
$565M -$22.9M 6 1.66% Reduced
145
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$563M -$191M 5 0.81% Reduced
146
IMC Chicago
IMC Chicago
Illinois
$548M +$178M 13 0.2% Increased
147
NEOS Investment Management
NEOS Investment Management
Connecticut
$544M +$140M 3 2.75% Increased
148
Winslow Capital Management
Winslow Capital Management
Minnesota
$543M -$21.6M 2 2.12% Reduced
149
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$536M +$119M 3 1.37% Increased
150
MUFG Bank
MUFG Bank
Japan
$523M $0 1 17.21% Maintained