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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
Principal Financial Group
Principal Financial Group
Iowa
$44.6M -$2.15M 3 0.04% Reduced
177
Nordea Investment Management
Nordea Investment Management
Sweden
$44.5M +$11.5M 4 0.1% Increased
178
CCA
Canyon Capital Advisors
Texas
$44.3M $0 1 0.96% Maintained
179
Balyasny Asset Management
Balyasny Asset Management
Illinois
$44.1M -$12.4M 1 0.3% Reduced
180
Antipodes Partners
Antipodes Partners
Australia
$43.1M +$53.2M 1 2.06% New
181
Discovery Capital Management
Discovery Capital Management
Connecticut
$43.1M +$2.47M 2 7.21% Increased
182
Squarepoint
Squarepoint
New York
$40M +$19.2M 5 0.36% Increased
183
Polar Capital
Polar Capital
United Kingdom
$39.9M -$18.9M 3 0.36% Reduced
184
Barings
Barings
North Carolina
$39.7M +$4.5M 1 0.89% Increased
185
Marshall Wace North America
Marshall Wace North America
New York
$39.6M +$33.7M 3 0.23% Increased
186
BAWC
Black-and-white Capital
California
$39.3M -$31.8M 1 3.67% Reduced
187
Canada Life
Canada Life
Manitoba, Canada
$39.1M -$5.2M 5 0.09% Reduced
188
HSBC Holdings
HSBC Holdings
United Kingdom
$38.9M -$290K 6 0.07% Reduced
189
National Pension Service
National Pension Service
South Korea
$37.8M +$1.75M 1 0.12% Increased
190
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$37.3M +$3.5M 1 0.98% Increased
191
Envestnet Asset Management
Envestnet Asset Management
Illinois
$34.2M +$4.14M 5 0.04% Increased
192
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$34.2M +$24.1M 1 0.92% Increased
193
KBC Group
KBC Group
Belgium
$33.4M +$10.8M 5 0.24% Increased
194
Victory Capital Management
Victory Capital Management
Texas
$33.2M +$32.9M 7 0.04% Increased
195
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$32.3M -$674K 1 0.15% Reduced
196
GA
Greenspring Associates
Maryland
$32M +$42.9M 1 9.72% New
197
Asset Management One
Asset Management One
Japan
$31.7M -$2.14M 4 0.15% Reduced
198
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$31M -$3.09M 2 1.3% Reduced
199
US Bancorp
US Bancorp
Minnesota
$30.6M +$1.69M 6 0.08% Increased
200
Flossbach Von Storch
Flossbach Von Storch
Germany
$30.5M +$37.6M 1 0.24% New