← 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
151
Fundsmith LLP
Fundsmith LLP
United Kingdom
$645M +$656M 1 4.73% New
152
Federated Hermes
Federated Hermes
Pennsylvania
$639M +$91.8M 10 0.92% Increased
153
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$636M +$10.7M 7 0.74% Increased
154
AL3A
Accel Leaders 3 Associates
California
$622M $0 1 100% Maintained
155
Stifel Financial
Stifel Financial
Missouri
$592M +$67M 12 0.49% Increased
156
Pacer Advisors
Pacer Advisors
Pennsylvania
$592M +$69.8M 7 1.51% Increased
157
Capital International Investors
Capital International Investors
California
$590M +$56M 3 0.12% Increased
158
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$584M +$9.24M 16 0.53% Increased
159
Capstone Investment Advisors
Capstone Investment Advisors
New York
$581M -$52M 6 1.08% Reduced
160
Appaloosa LP
Appaloosa LP
New Jersey
$555M +$63.9M 1 7.19% Increased
161
RIM
Rovida Investment Management
Cayman Islands
$551M +$20.3M 1 37.56% Increased
162
Man Group
Man Group
United Kingdom
$550M -$50.4M 10 0.88% Reduced
163
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$546M -$15.7M 8 1.61% Reduced
164
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$541M -$4.06M 10 1.75% Reduced
165
MUFG Bank
MUFG Bank
Japan
$539M $0 1 15.16% Maintained
166
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$534M -$3.97M 2 1.2% Reduced
167
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$532M -$43.9M 1 5.41% Reduced
168
Panagora Asset Management
Panagora Asset Management
Massachusetts
$531M +$34.5M 7 1.63% Increased
169
Creative Planning
Creative Planning
Kansas
$531M +$27.9M 16 0.31% Increased
170
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$526M -$591K 7 1.15% Reduced
171
Hyperion Asset Management
Hyperion Asset Management
Australia
$517M +$28.7M 1 13.69% Increased
172
Rockefeller Capital Management
Rockefeller Capital Management
New York
$512M +$15.3M 21 0.78% Increased
173
Swedbank
Swedbank
Sweden
$512M +$39.5M 6 0.44% Increased
174
Viking Global Investors
Viking Global Investors
Connecticut
$510M -$495M 2 1.45% Reduced
175
HighTower Advisors
HighTower Advisors
Illinois
$507M +$6.53M 17 0.49% Increased