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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
AIG
American International Group
New York
$219M -$6.08M 12 1.42% Reduced
177
Stifel Financial
Stifel Financial
Missouri
$218M +$7.1M 11 0.31% Increased
178
Corient Private Wealth
Corient Private Wealth
Florida
$216M +$8.21M 8 0.5% Increased
179
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$215M +$11M 2 1.59% Increased
180
MetLife Investment Management
MetLife Investment Management
New Jersey
$215M -$368K 11 1.67% Reduced
181
Storebrand Asset Management
Storebrand Asset Management
Norway
$210M +$14.6M 6 1% Increased
182
Westfield Capital Management
Westfield Capital Management
Massachusetts
$210M -$6.53M 4 1.43% Reduced
183
DnB Asset Management
DnB Asset Management
Norway
$209M +$9.89M 5 1.25% Increased
184
Ninety One (UK)
Ninety One (UK)
United Kingdom
$207M -$837K 1 0.66% Reduced
185
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$207M +$10.2M 5 1.48% Increased
186
Lyrical Asset Management
Lyrical Asset Management
New York
$206M -$11.9M 1 3.9% Reduced
187
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$200M +$7.92M 1 1.81% Increased
188
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$199M +$16.4M 9 1.32% Increased
189
Första AP-fonden
Första AP-fonden
Sweden
$199M -$1.19M 4 2.22% Reduced
190
Amalgamated Bank
Amalgamated Bank
New York
$198M -$1.22M 12 1.69% Reduced
191
General Atlantic
General Atlantic
New York
$198M $0 1 3.05% Maintained
192
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$197M +$4.49M 2 1.27% Increased
193
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$197M +$136M 7 0.56% Increased
194
Third Point
Third Point
New York
$196M +$65.1M 2 2.97% Increased
195
Creative Planning
Creative Planning
Kansas
$195M -$5.03M 10 0.26% Reduced
196
SEP
Soma Equity Partners
California
$195M -$34.3M 1 11.38% Reduced
197
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$195M -$23.4M 2 0.56% Reduced
198
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$190M +$8.7M 12 0.34% Increased
199
EC
Eminence Capital
New York
$187M -$27.2M 1 3.7% Reduced
200
Natixis
Natixis
France
$187M -$22.6M 4 1.43% Reduced