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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
151
NC
Nightview Capital
Texas
$41.4M +$4.43M 1 11.99% Increased
152
Moore Capital Management
Moore Capital Management
New York
$40.7M +$9.06M 1 0.99% Increased
153
Junto Capital Management
Junto Capital Management
New York
$40.6M +$18.8M 1 2.84% Increased
154
Panagora Asset Management
Panagora Asset Management
Massachusetts
$40.4M -$7.03M 2 0.16% Reduced
155
Aviva
Aviva
United Kingdom
$40.4M -$19.8K 3 0.24% Reduced
156
KM
Kora Management
New York
$40M +$4.97M 1 18.35% Increased
157
HSBC Holdings
HSBC Holdings
United Kingdom
$39.8M +$1.93M 3 0.07% Increased
158
Principal Financial Group
Principal Financial Group
Iowa
$39.6M +$250K 2 0.04% Increased
159
AMF Tjänstepension
AMF Tjänstepension
Sweden
$38M +$35.4M 2 0.37% Increased
160
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$36.9M -$1.34M 1 0.09% Reduced
161
Baird Financial Group
Baird Financial Group
Wisconsin
$36.9M -$371K 2 0.25% Reduced
162
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$36.8M +$643K 1 0.24% Increased
163
TCM
Tran Capital Management
California
$35.5M -$1.48M 1 4.75% Reduced
164
Brown Advisory
Brown Advisory
Maryland
$35.3M +$5.57M 2 0.11% Increased
165
PSCM
Prince Street Capital Management
New York
$35M -$645K 1 7.19% Reduced
166
ESG
Emerging Sovereign Group
New York
$34.3M -$8.46M 1 13.62% Reduced
167
SEP
Soma Equity Partners
California
$34.3M -$21.3M 1 4.33% Reduced
168
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$34M +$6.84M 1 0.27% Increased
169
Davis Selected Advisers
Davis Selected Advisers
Arizona
$33.9M -$135M 1 0.14% Reduced
170
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$33.7M -$17.5M 2 0.24% Reduced
171
Personal Capital Advisors
Personal Capital Advisors
California
$33.5M +$2.59M 1 0.47% Increased
172
Gotham Asset Management
Gotham Asset Management
New York
$33.1M -$20.7M 1 0.48% Reduced
173
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$32.7M -$374M 5 0.01% Reduced
174
AQR Capital Management
AQR Capital Management
Connecticut
$32.5M -$23.9M 1 0.03% Reduced
175
Adage Capital Partners
Adage Capital Partners
Massachusetts
$32.1M -$373K 1 0.07% Reduced