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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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53.2M +$19.5M 5 0.06% Increased
177
Sanders Capital
Sanders Capital
Florida
$52.3M -$2.63M 1 0.25% Reduced
178
D.E. Shaw & Co
D.E. Shaw & Co
New York
$51.7M -$712M 5 0.08% Reduced
179
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$51.7M -$4.25M 2 0.44% Reduced
180
Asset Management One
Asset Management One
Japan
$50M +$5.04M 4 0.29% Increased
181
Todd Asset Management
Todd Asset Management
Kentucky
$49.7M -$5.99M 2 1.9% Reduced
182
Winslow Capital Management
Winslow Capital Management
Minnesota
$49.6M +$58.5M 1 0.3% New
183
Envestnet Asset Management
Envestnet Asset Management
Illinois
$49.2M +$13.8M 5 0.06% Increased
184
KM
Kora Management
New York
$48.6M $0 1 10.99% Maintained
185
ProShare Advisors
ProShare Advisors
Maryland
$47.9M -$20.1M 2 0.34% Reduced
186
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$47.7M -$3.95M 1 0.68% Reduced
187
SCM
Suvretta Capital Management
New York
$46.7M -$13.4M 2 1.26% Reduced
188
MIS
Morningstar Investment Services
Illinois
$46.6M +$2.9M 2 0.85% Increased
189
Aviva
Aviva
United Kingdom
$45.6M -$11.7M 5 0.33% Reduced
190
KDIA
KPCB DGF II Associates
California
$45M -$17.7M 1 73.61% Reduced
191
QOP
Quinn Opportunity Partners
Virginia
$44.5M +$37.4M 2 6.72% Increased
192
LCM
Lakewood Capital Management
New York
$44.3M -$6.81M 1 2.03% Reduced
193
TD Asset Management
TD Asset Management
Ontario, Canada
$43.4M -$21.2M 4 0.07% Reduced
194
Aperio Group
Aperio Group
California
$43.3M +$4.17M 6 0.19% Increased
195
LPL Financial
LPL Financial
California
$43.1M +$9.29M 6 0.09% Increased
196
SSM
Sound Shore Management
Connecticut
$42.9M +$68.4M 1 1.5% New
197
WAM
WT Asset Management
Hong Kong
$42.2M +$34.2M 1 7.78% Increased
198
Baird Financial Group
Baird Financial Group
Wisconsin
$41.9M +$3.56M 4 0.19% Increased
199
Banco Santander
Banco Santander
Spain
$41.1M +$48.1M 2 0.47% Increased
200
HCM
Hitchwood Capital Management
New York
$40.9M -$40M 2 3.35% Reduced