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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
WM
Wishbone Management
Illinois
$69.2M -$2.31M 2 20.76% Reduced
152
KDA
KPCB DGF Associates
California
$67.5M -$26.5M 1 100% Reduced
153
STRS Ohio
STRS Ohio
Ohio
$66.8M +$36.4M 4 0.35% Increased
154
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$66.7M +$586K 5 0.32% Increased
155
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$66.7M -$4.9M 2 5.49% Reduced
156
Kohlberg Kravis Roberts & Co
Kohlberg Kravis Roberts & Co
New York
$66M $0 1 0.42% Maintained
157
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$65.7M +$9.73M 4 0.58% Increased
158
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$64.5M +$45.3M 2 0.23% Increased
159
Fisher Asset Management
Fisher Asset Management
Washington
$64.3M +$74.1M 2 0.08% Increased
160
LECM
Lead Edge Capital Management
New York
$63.8M -$12.2M 1 72.04% Reduced
161
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$62M -$22.6M 1 1.78% Reduced
162
Calamos Advisors
Calamos Advisors
Illinois
$61.9M +$44.9M 4 0.49% Increased
163
Voloridge Investment Management
Voloridge Investment Management
Florida
$60.8M -$141M 3 1.75% Reduced
164
Korea Investment Corp
Korea Investment Corp
South Korea
$60.6M +$28.5M 3 0.27% Increased
165
Nordea Investment Management
Nordea Investment Management
Sweden
$60.5M -$28.3M 4 0.15% Reduced
166
VCM
Valiant Capital Management
California
$59.9M -$79.7M 1 6.23% Reduced
167
Douglas Lane & Associates
Douglas Lane & Associates
New York
$58.9M +$15.1M 2 1.55% Increased
168
Cevian Capital II
Cevian Capital II
Jersey
$58.7M $0 1 18.24% Maintained
169
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$58.5M -$3.51M 4 0.4% Reduced
170
Canada Life
Canada Life
Manitoba, Canada
$57.6M +$24.7M 5 0.15% Increased
171
Carmignac Gestion
Carmignac Gestion
France
$56.6M +$41.6M 2 0.97% Increased
172
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$56.3M +$19.9M 2 0.45% Increased
173
Sachem Head Capital Management
Sachem Head Capital Management
New York
$55.8M -$109M 1 5.43% Reduced
174
Simplex Trading
Simplex Trading
Illinois
$55.7M +$4.92M 6 0.1% Increased
175
Glazer Capital LLC
Glazer Capital LLC
New York
$55.7M +$36.6M 3 3.72% Increased