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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
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$177M +$10.1M 4 1.08% Increased
152
AMF Tjänstepension
AMF Tjänstepension
Sweden
$174M +$584K 2 1.99% Increased
153
Nomura Asset Management
Nomura Asset Management
Japan
$172M +$41.6M 6 1% Increased
154
Quadrature Capital
Quadrature Capital
United Kingdom
$172M +$179M 7 5.1% Increased
155
CIM
Contrarius Investment Management
Jersey
$170M +$93.4M 2 10.34% Increased
156
General Atlantic
General Atlantic
New York
$167M +$145M 1 2.21% New
157
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$164M -$66.3M 1 6.42% Reduced
158
SEP
Soma Equity Partners
California
$161M -$13.7M 1 8.86% Reduced
159
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$159M +$24.4M 3 0.25% Increased
160
EC
Eminence Capital
New York
$157M -$44.8M 1 2.92% Reduced
161
Asset Management One
Asset Management One
Japan
$157M -$10.8M 5 0.77% Reduced
162
SCGE Management
SCGE Management
California
$155M +$172M 1 5.48% New
163
HAM
Hanwha Asset Management
South Korea
$154M +$137M 1 100% New
164
Bessemer Group
Bessemer Group
New Jersey
$148M -$26.8M 5 0.36% Reduced
165
Osaic Holdings
Osaic Holdings
Arizona
$143M +$17.6M 29 0.29% Increased
166
Voloridge Investment Management
Voloridge Investment Management
Florida
$143M +$64.1M 4 0.8% Increased
167
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$143M +$66.8M 2 0.11% Increased
168
SEI Investments
SEI Investments
Pennsylvania
$140M -$103M 9 0.31% Reduced
169
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$139M -$532K 15 0.33% Reduced
170
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$139M +$49.5M 4 0.43% Increased
171
Lyrical Asset Management
Lyrical Asset Management
New York
$139M -$4.52M 1 2.92% Reduced
172
Mariner
Mariner
Kansas
$137M +$18.9M 11 0.44% Increased
173
Natixis
Natixis
France
$137M -$3.45B 5 0.77% Reduced
174
TCG
Tremblant Capital Group
Florida
$135M -$22.8M 2 11.56% Reduced
175
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$134M -$9.4M 3 0.63% Reduced