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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
176
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
$505M -$42.3M 7 0.61% Reduced
177
Nomura Holdings
Nomura Holdings
Japan
$490M +$197M 8 0.57% Increased
178
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$490M +$68.6M 3 1.91% Increased
179
AustralianSuper
AustralianSuper
Australia
$489M +$32.5M 3 2.12% Increased
180
Winslow Capital Management
Winslow Capital Management
Minnesota
$484M -$123M 2 1.67% Reduced
181
IC
Intel Corp
California
$484M $0 1 77.99% Maintained
182
GGHC
Gilder Gagnon Howe & Co
New York
$482M -$33.9M 3 4.98% Reduced
183
DnB Asset Management
DnB Asset Management
Norway
$475M +$21.1M 12 1.33% Increased
184
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$474M +$38.9M 5 1.27% Increased
185
BHB
Bank Hapoalim BM
Israel
$474M +$447M 2 31.47% Increased
186
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$473M -$24.8M 5 6.11% Reduced
187
Allspring Global Investments
Allspring Global Investments
North Carolina
$470M +$59.7M 7 0.72% Increased
188
Osaic Holdings
Osaic Holdings
Arizona
$469M +$59.8M 29 0.55% Increased
189
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$467M +$2.96M 4 1.39% Increased
190
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$466M -$31.5M 10 1.59% Reduced
191
SC
Sylebra Capital
California
$466M $0 1 49.35% Maintained
192
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$461M +$175M 8 0.46% Increased
193
Jones Financial Companies
Jones Financial Companies
Missouri
$455M +$81.6M 26 0.18% Increased
194
Tidal Investments
Tidal Investments
Wisconsin
$452M +$31.2M 10 0.78% Increased
195
Swiss Life Asset Management
Swiss Life Asset Management
$451M -$899K 8 1.86% Reduced
196
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$451M +$10.4M 5 1.36% Increased
197
Truist Financial
Truist Financial
North Carolina
$449M -$2.62M 8 0.54% Reduced
198
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$447M +$12.4M 6 1.16% Increased
199
Acadian Asset Management
Acadian Asset Management
Massachusetts
$446M -$75.3M 4 0.53% Reduced
200
Tredje AP-fonden
Tredje AP-fonden
Sweden
$444M +$37.2M 3 2.01% Increased