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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
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$476M $0 3 2.24% Maintained
177
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$475M +$79.2M 5 1.75% Increased
178
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$475M -$7.55M 16 0.63% Reduced
179
William Blair & Company
William Blair & Company
Illinois
$468M -$1.62M 4 1.26% Reduced
180
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$466M +$2.71M 5 2.3% Increased
181
IMC Chicago
IMC Chicago
Illinois
$462M +$206M 12 0.17% Increased
182
Resona Asset Management
Resona Asset Management
Japan
$458M -$22M 5 2.2% Reduced
183
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$457M $0 1 6.85% Maintained
184
Rockefeller Capital Management
Rockefeller Capital Management
New York
$446M -$13.8M 19 0.8% Reduced
185
Swiss Life Asset Management
Swiss Life Asset Management
$442M -$11.2M 5 2.25% Reduced
186
Truist Financial
Truist Financial
North Carolina
$440M +$14.4M 8 0.59% Increased
187
Marex Group
Marex Group
$440M +$312M 9 2.77% Increased
188
Calamos Advisors
Calamos Advisors
Illinois
$438M +$4.62M 4 1.65% Increased
189
SDH
Sloy Dahl & Holst
Washington
$435M -$92.9M 1 52.28% Reduced
190
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$433M -$661K 4 1.41% Reduced
191
Capstone Investment Advisors
Capstone Investment Advisors
New York
$428M -$457M 5 0.84% Reduced
192
Los Angeles Capital Management
Los Angeles Capital Management
California
$423M +$70.1M 10 1.44% Increased
193
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$423M +$6.61M 6 1.64% Increased
194
GRQ
Gardner Russo & Quinn
Pennsylvania
$420M +$39.1M 1 4.54% Increased
195
CCM
Cantillon Capital Management
New York
$420M +$3.48M 1 2.27% Increased
196
Natixis
Natixis
France
$419M -$170M 5 1.49% Reduced
197
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$417M +$31.5M 7 1.44% Increased
198
MetLife Investment Management
MetLife Investment Management
New Jersey
$413M -$14.7M 11 2% Reduced
199
Arizona State Retirement System
Arizona State Retirement System
Arizona
$413M -$24.8M 8 2.24% Reduced
200
Two Sigma Investments
Two Sigma Investments
New York
$412M -$242M 12 0.58% Reduced