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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
JGC
J. Goldman & Co
New York
$23.8M +$7.21M 2 1.25% Increased
202
Castle Hook Partners
Castle Hook Partners
New York
$23.6M +$23.5M 1 1.17% New
203
LSCM
Light Street Capital Management
California
$23.4M -$17.9M 1 2.52% Reduced
204
HM Payson & Co
HM Payson & Co
Maine
$23.3M -$851K 1 0.94% Reduced
205
Canada Life
Canada Life
Manitoba, Canada
$23.3M -$18M 2 0.05% Reduced
206
Personal Capital Advisors
Personal Capital Advisors
California
$23.2M +$2.07M 1 0.4% Increased
207
KM
Kora Management
New York
$22.8M +$4.89M 1 14.47% Increased
208
Eventide Asset Management
Eventide Asset Management
Massachusetts
$22.7M $0 2 1.19% Maintained
209
Foresters Investment Management
Foresters Investment Management
New York
$22.4M -$247K 2 0.35% Reduced
210
DP
DSAM Partners
United Kingdom
$22.2M -$10.9M 1 3.73% Reduced
211
Brown Advisory
Brown Advisory
Maryland
$21.9M +$23.8M 2 0.07% Increased
212
Stifel Financial
Stifel Financial
Missouri
$21.5M +$1.77M 3 0.07% Increased
213
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$21.2M +$1.07M 2 0.28% Increased
214
SFM
Systematic Financial Management
New Jersey
$21.1M +$22.2M 1 0.42% Increased
215
SC
Stralem & Co
New York
$20.9M +$3.06M 1 3.55% Increased
216
Los Angeles Capital Management
Los Angeles Capital Management
California
$20.9M -$9.52K 2 0.11% Reduced
217
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$20.4M +$3.28M 2 0.31% Increased
218
PWAG
Polaris Wealth Advisory Group
California
$20.1M +$1.82M 2 1.65% Increased
219
Chevy Chase Trust
Chevy Chase Trust
Maryland
$20M -$299K 2 0.09% Reduced
220
Carrhae Capital
Carrhae Capital
United Kingdom
$19.8M +$19.7M 1 5.42% New
221
Marshall Wace North America
Marshall Wace North America
New York
$19.6M -$92.1M 2 0.11% Reduced
222
VOYA Investment Management
VOYA Investment Management
Georgia
$19.4M -$662K 3 0.04% Reduced
223
Aperio Group
Aperio Group
California
$19.3M +$469K 3 0.1% Increased
224
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$19.1M +$518K 2 0.69% Increased
225
Polar Capital
Polar Capital
United Kingdom
$18.9M +$14M 2 0.2% Increased