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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
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$174M -$134M 2 1.62% Reduced
177
SEP
Soma Equity Partners
California
$169M $0 1 8.93% Maintained
178
Bessemer Group
Bessemer Group
New Jersey
$165M -$55.6M 8 0.41% Reduced
179
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$165M +$15.2M 3 1.86% Increased
180
CIBC World Markets
CIBC World Markets
New York
$164M +$133M 2 1.54% Increased
181
PointState Capital
PointState Capital
New York
$163M +$68.4M 1 4.06% Increased
182
Amalgamated Bank
Amalgamated Bank
New York
$162M +$2.67M 14 1.51% Increased
183
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$159M +$12.9M 2 1.09% Increased
184
Stifel Financial
Stifel Financial
Missouri
$158M -$8.97M 11 0.25% Reduced
185
INTECH Investment Management
INTECH Investment Management
Florida
$158M +$192M 5 0.91% New
186
Calamos Advisors
Calamos Advisors
Illinois
$157M -$879K 4 0.68% Reduced
187
Tiger Global Management
Tiger Global Management
New York
$156M -$291M 3 1.31% Reduced
188
Stockbridge Partners
Stockbridge Partners
Massachusetts
$154M +$54.8M 1 4.03% Increased
189
Natixis Advisors
Natixis Advisors
Massachusetts
$147M -$16.2M 4 0.65% Reduced
190
Ossiam
Ossiam
France
$147M +$18M 2 4.43% Increased
191
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$145M +$113M 6 0.14% Increased
192
Första AP-fonden
Första AP-fonden
Sweden
$142M +$6.37M 5 1.85% Increased
193
Ninety One (UK)
Ninety One (UK)
United Kingdom
$141M +$4.32M 1 0.42% Increased
194
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$140M +$163M 2 2.5% Increased
195
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$138M -$285M 5 0.33% Reduced
196
Capital International Inc
Capital International Inc
California
$137M -$47.6M 5 1.9% Reduced
197
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$136M +$2.18M 14 0.3% Increased
198
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$136M +$11.4M 7 0.22% Increased
199
Axiom Investors
Axiom Investors
Connecticut
$136M -$10M 2 4.09% Reduced
200
Balyasny Asset Management
Balyasny Asset Management
Illinois
$135M +$32.9M 10 0.44% Increased