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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
201
First Trust Advisors
First Trust Advisors
Illinois
$13.8M +$2.83M 2 0.04% Increased
202
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$12.9M -$3.49K 2 0.24% Reduced
203
Driehaus Capital Management
Driehaus Capital Management
Illinois
$12.7M -$18.1M 1 0.45% Reduced
204
WBC
Westpac Banking Corp
Australia
$12.6M -$6.86M 2 0.12% Reduced
205
Capital Guardian Trust
Capital Guardian Trust
California
$12.4M +$5.94M 3 0.1% Increased
206
GCP
Garelick Capital Partners
Massachusetts
$12.3M +$12M 1 2.73% New
207
Natixis
Natixis
France
$12M +$7.25M 1 0.12% Increased
208
SCM
Suffolk Capital Management
New York
$12M +$2.91M 1 1.64% Increased
209
Sit Investment Associates
Sit Investment Associates
Minnesota
$11.8M -$3.27M 1 0.31% Reduced
210
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$11.6M -$373K 2 0.27% Reduced
211
Capstone Investment Advisors
Capstone Investment Advisors
New York
$11.4M +$609K 2 0.35% Increased
212
Perpetual Ltd
Perpetual Ltd
Australia
$11.4M +$2.93M 1 1.74% Increased
213
VWM
Valley Wealth Managers
New Jersey
$11.2M +$11.2M 1 1.6% New
214
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.2M +$6.79M 3 0.11% Increased
215
Boston Partners
Boston Partners
Massachusetts
$11M +$857K 1 0.01% Increased
216
Cohen & Steers
Cohen & Steers
New York
$10.9M +$7.85M 1 0.03% Increased
217
Comerica Bank
Comerica Bank
Texas
$10.8M +$1.34M 2 0.09% Increased
218
GIM
GCA Investment Management
New York
$10.7M +$10.7M 1 3.09% New
219
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$10.6M -$476K 1 0.06% Reduced
220
TA
Tiptree Advisors
New York
$10.1M -$2.05M 1 3.15% Reduced
221
PC
Passport Capital
California
$10.1M +$9.83M 1 0.17% New
222
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$9.95M +$474K 1 0.07% Increased
223
Aperio Group
Aperio Group
California
$9.88M -$851K 2 0.08% Reduced
224
TCW Group
TCW Group
California
$9.88M +$4.89M 2 0.07% Increased
225
Chilton Capital Management
Chilton Capital Management
Texas
$9.84M +$152K 1 1.03% Increased