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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
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$278M +$43.9M 7 1.63% Increased
177
Melvin Capital Management
Melvin Capital Management
New York
$276M -$2.75M 1 2.8% Reduced
178
PCM
Primavera Capital Management
Cayman Islands
$274M $0 1 25.12% Maintained
179
Glenview Capital Management
Glenview Capital Management
New York
$274M +$121M 3 5.54% Increased
180
National Bank of Canada
National Bank of Canada
Quebec, Canada
$271M -$328M 23 0.8% Reduced
181
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$270M -$15.4M 1 8.67% Reduced
182
Creative Planning
Creative Planning
Kansas
$269M +$7.83M 12 0.42% Increased
183
Capital International Inc
Capital International Inc
California
$267M -$131M 5 2.99% Reduced
184
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$264M +$134M 29 2.52% Increased
185
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$263M -$737M 1 3.26% Reduced
186
Caxton Associates (New York)
Caxton Associates (New York)
New York
$262M +$265M 3 21.34% Increased
187
Stifel Financial
Stifel Financial
Missouri
$262M -$11.1M 10 0.36% Reduced
188
NAH
Neumann Advisory (HK)
Hong Kong
$261M $0 2 57.76% Maintained
189
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$260M -$20.4M 7 1.59% Reduced
190
Natixis Advisors
Natixis Advisors
Massachusetts
$258M +$121M 5 0.98% Increased
191
Amalgamated Bank
Amalgamated Bank
New York
$256M +$26.3M 10 1.99% Increased
192
Calamos Advisors
Calamos Advisors
Illinois
$253M +$36.3M 4 0.95% Increased
193
Point72 Asset Management
Point72 Asset Management
Connecticut
$251M +$47.9M 8 1% Increased
194
Squarepoint
Squarepoint
New York
$249M +$37.7M 16 1.07% Increased
195
Amalgamated Financial
Amalgamated Financial
New York
$248M +$216M 9 1.97% New
196
Mariner
Mariner
Kansas
$245M +$67.8M 5 0.93% Increased
197
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$245M +$9.68M 3 2.42% Increased
198
IVGAI
Index Venture Growth Associates III
Jersey
$241M $0 2 19.73% Maintained
199
SCA
Southpoint Capital Advisors
New York
$239M -$27M 1 4.64% Reduced
200
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$237M -$288M 8 0.82% Reduced