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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
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$284M -$38.4M 2 1.27% Reduced
152
AQR Capital Management
AQR Capital Management
Connecticut
$279M +$33.3M 6 0.59% Increased
153
PCM
Prime Capital Management
Hong Kong
$269M -$1.23M 1 56.18% Reduced
154
Perpetual Ltd
Perpetual Ltd
Australia
$268M -$18.6M 3 2.3% Reduced
155
Mirova US
Mirova US
Massachusetts
$265M +$5.37M 1 4.41% Increased
156
1832 Asset Management
1832 Asset Management
Ontario, Canada
$263M +$84M 5 0.31% Increased
157
CIBC World Markets
CIBC World Markets
New York
$260M +$89.7M 2 2.11% Increased
158
SEI Investments
SEI Investments
Pennsylvania
$257M -$50.5M 10 0.45% Reduced
159
CIBC World Market
CIBC World Market
Ontario, Canada
$255M +$105M 6 0.81% Increased
160
Arizona State Retirement System
Arizona State Retirement System
Arizona
$246M +$21M 9 2% Increased
161
Empower Advisory Group
Empower Advisory Group
Colorado
$246M +$5.72M 3 1.06% Increased
162
Rafferty Asset Management
Rafferty Asset Management
New York
$243M -$1.8M 12 1.37% Reduced
163
Baird Financial Group
Baird Financial Group
Wisconsin
$241M +$4.52M 6 0.64% Increased
164
UniSuper Management
UniSuper Management
Australia
$241M +$184M 2 2.73% New
165
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$237M +$50.6M 2 2.21% Increased
166
AIG
American International Group
New York
$236M +$2.31M 12 1.44% Increased
167
Tiger Global Management
Tiger Global Management
New York
$234M +$106M 2 1.95% Increased
168
Panagora Asset Management
Panagora Asset Management
Massachusetts
$234M +$5.69M 4 1.38% Increased
169
Man Group
Man Group
United Kingdom
$232M +$198M 6 0.72% New
170
Rockefeller Capital Management
Rockefeller Capital Management
New York
$230M +$1.49M 6 0.89% Increased
171
MetLife Investment Management
MetLife Investment Management
New Jersey
$225M +$1.64M 11 1.64% Increased
172
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$222M -$46.6M 3 0.59% Reduced
173
Natixis
Natixis
France
$219M +$56.8M 6 1.78% Increased
174
Westfield Capital Management
Westfield Capital Management
Massachusetts
$218M +$24.1M 3 1.38% Increased
175
SEP
Soma Equity Partners
California
$216M -$18.6M 1 11.71% Reduced