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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
BAWC
Black-and-white Capital
California
$68.3M +$42.6M 2 4.69% Increased
152
CCA
Canyon Capital Advisors
Texas
$67.5M +$58.6M 1 1.37% Increased
153
Holocene Advisors
Holocene Advisors
New York
$67.2M +$65.8M 2 0.86% New
154
Macquarie Group
Macquarie Group
Australia
$66M +$7.77M 4 0.11% Increased
155
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$65.1M +$43.4M 4 0.23% Increased
156
Sterling Capital Management
Sterling Capital Management
North Carolina
$65M -$146K 1 0.63% Reduced
157
AMF Tjänstepension
AMF Tjänstepension
Sweden
$65M +$53.1M 3 0.63% Increased
158
Korea Investment Corp
Korea Investment Corp
South Korea
$64.5M -$213K 3 0.28% Reduced
159
TimesSquare Capital Management
TimesSquare Capital Management
New York
$61.7M +$5.13M 1 0.48% Increased
160
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$61.6M -$11M 2 0.13% Reduced
161
HAM
HHR Asset Management
New Jersey
$60.3M +$31.6M 1 4.51% Increased
162
Bessemer Group
Bessemer Group
New Jersey
$60.1M +$58.8M 2 0.2% Increased
163
PFMOSF
Philadelphia Financial Management of San Francisco
California
$60M -$114K 1 10.54% Reduced
164
LCM
Lakewood Capital Management
New York
$59.1M -$21M 1 1.8% Reduced
165
PCP
Polunin Capital Partners
United Kingdom
$58.7M -$454K 1 14.2% Reduced
166
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$58.2M -$27.6M 3 0.48% Reduced
167
1832 Asset Management
1832 Asset Management
Ontario, Canada
$57.3M +$53.1M 3 0.19% Increased
168
TD Asset Management
TD Asset Management
Ontario, Canada
$56.4M -$24.4M 2 0.08% Reduced
169
Samlyn Capital
Samlyn Capital
New York
$55.7M +$48.6M 1 1.17% Increased
170
Eagle Asset Management
Eagle Asset Management
Florida
$55M +$418K 1 0.28% Increased
171
First Trust Advisors
First Trust Advisors
Illinois
$52.5M +$14.5M 4 0.1% Increased
172
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$51.6M +$20.7M 6 0.06% Increased
173
Raymond James & Associates
Raymond James & Associates
Florida
$51.3M +$17.9M 6 0.07% Increased
174
TPI
Tesco Pension Investment
United Kingdom
$50.8M $0 1 1.21% Maintained
175
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$50.6M +$46.5M 1 0.11% Increased