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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
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$163M -$39.4M 3 8.14% Reduced
152
Bessemer Group
Bessemer Group
New Jersey
$161M +$32.3M 5 0.48% Increased
153
EC
Eminence Capital
New York
$159M +$59.2M 1 1.56% Increased
154
Nordea Investment Management
Nordea Investment Management
Sweden
$159M -$125M 4 0.3% Reduced
155
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$158M -$22.3M 5 1.8% Reduced
156
AQR Capital Management
AQR Capital Management
Connecticut
$157M +$3.1M 1 0.27% Increased
157
PCM
Palestra Capital Management
New York
$157M -$56.5M 1 3.64% Reduced
158
Baird Financial Group
Baird Financial Group
Wisconsin
$154M -$3.95M 4 0.53% Reduced
159
OPFM
Optimus Prime Fund Management
Cayman Islands
$153M -$301M 2 21.96% Reduced
160
Vontobel Asset Management
Vontobel Asset Management
New York
$148M -$151M 1 0.89% Reduced
161
Capital International
Capital International
California
$146M +$19.3M 2 9.89% Increased
162
Los Angeles Capital Management
Los Angeles Capital Management
California
$143M -$35.7M 4 0.66% Reduced
163
Holocene Advisors
Holocene Advisors
New York
$139M -$584K 1 1.06% Reduced
164
CM
Conifer Management
New York
$139M -$111M 1 9.76% Reduced
165
Hyperion Asset Management
Hyperion Asset Management
Australia
$139M -$46.5M 1 14.11% Reduced
166
Carmignac Gestion
Carmignac Gestion
France
$138M +$77.8M 3 1.63% Increased
167
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$138M +$19.5M 6 0.98% Increased
168
KBC Group
KBC Group
Belgium
$135M +$13.8M 6 0.79% Increased
169
ACI
AMP Capital Investors
Australia
$131M -$3.24M 5 0.77% Reduced
170
TD Asset Management
TD Asset Management
Ontario, Canada
$131M +$16.2M 4 0.18% Increased
171
Creative Planning
Creative Planning
Kansas
$130M +$9.23M 5 0.34% Increased
172
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$130M +$32.4M 3 1.85% Increased
173
SDH
Sloy Dahl & Holst
Washington
$129M -$17.2M 1 49.02% Reduced
174
NSLI
Nan Shan Life Insurance
Taiwan
$120M +$6.68M 2 3.14% Increased
175
VanEck Associates
VanEck Associates
New York
$119M -$38.5M 3 0.38% Reduced