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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
Corient Private Wealth
Corient Private Wealth
Florida
$216M +$27.8M 8 0.5% Increased
177
Ninety One (UK)
Ninety One (UK)
United Kingdom
$216M +$6.02M 1 0.63% Increased
178
Stifel Financial
Stifel Financial
Missouri
$211M +$34.3M 10 0.29% Increased
179
Creative Planning
Creative Planning
Kansas
$209M +$694K 10 0.28% Increased
180
Amalgamated Bank
Amalgamated Bank
New York
$208M +$337K 12 1.68% Increased
181
DnB Asset Management
DnB Asset Management
Norway
$207M -$8.91M 6 1.19% Reduced
182
Första AP-fonden
Första AP-fonden
Sweden
$207M +$14.8M 4 2.23% Increased
183
Lyrical Asset Management
Lyrical Asset Management
New York
$205M -$13.6M 1 3.84% Reduced
184
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$203M -$14.3M 4 1.02% Reduced
185
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$202M +$2.86M 5 1.39% Increased
186
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$201M +$430K 2 1.24% Increased
187
EC
Eminence Capital
New York
$201M -$68.5M 1 2.64% Reduced
188
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$201M +$153M 1 1.85% New
189
Storebrand Asset Management
Storebrand Asset Management
Norway
$198M +$24M 6 0.91% Increased
190
Truist Financial
Truist Financial
North Carolina
$197M +$19.4M 8 0.33% Increased
191
Two Sigma Advisers
Two Sigma Advisers
New York
$191M +$124M 10 0.49% Increased
192
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$190M -$12.2M 8 1.28% Reduced
193
Group One Trading
Group One Trading
Illinois
$189M +$62.9M 13 0.61% Increased
194
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$188M +$9.53M 11 0.33% Increased
195
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$188M -$42.6M 3 0.65% Reduced
196
Daiwa Securities Group
Daiwa Securities Group
Japan
$184M -$3.75M 12 1.22% Reduced
197
General Atlantic
General Atlantic
New York
$183M $0 1 2.88% Maintained
198
Alyeska Investment Group
Alyeska Investment Group
Illinois
$183M +$88.7M 4 1.36% Increased
199
NAH
Neumann Advisory (HK)
Hong Kong
$183M -$2.95M 2 69.67% Reduced
200
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$182M +$5.64M 4 1.19% Increased