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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
Cannell & Spears
Cannell & Spears
New York
$15.8M -$140K 1 2.32% Reduced
202
Discovery Capital Management
Discovery Capital Management
Connecticut
$15.7M +$16.9M 1 1.31% New
203
Ruffer LLP
Ruffer LLP
United Kingdom
$15.5M -$18M 1 0.48% Reduced
204
Capital International Sarl
Capital International Sarl
California
$15.5M -$877K 1 1.86% Reduced
205
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$15.2M -$1.51M 2 0.07% Reduced
206
Castleark Management
Castleark Management
Illinois
$15.1M -$3.19M 2 0.65% Reduced
207
VOYA Investment Management
VOYA Investment Management
Georgia
$15M -$22.4M 2 0.04% Reduced
208
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$14.9M -$1.44M 4 0.08% Reduced
209
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$14.8M -$8.35M 3 0.07% Reduced
210
HighTower Advisors
HighTower Advisors
Illinois
$14.8M -$81.6K 2 0.11% Reduced
211
GAM
GVO Asset Management
Switzerland
$14.8M +$2.71M 1 11.62% Increased
212
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$14.7M -$3.73M 1 0.3% Reduced
213
Peconic Partners
Peconic Partners
New York
$14.6M +$14.2M 1 3.58% New
214
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$14.3M +$674K 3 0.06% Increased
215
Candriam SCA
Candriam SCA
Luxembourg
$14.3M +$994K 1 0.22% Increased
216
Hosking Partners
Hosking Partners
United Kingdom
$14.3M +$1.12M 1 0.41% Increased
217
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$14.1M -$192K 1 0.1% Reduced
218
PSCM
Prince Street Capital Management
New York
$14M +$6.21M 1 3.46% Increased
219
AP
Atwood & Palmer
Missouri
$14M -$328K 2 2.22% Reduced
220
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$13.9M +$13.2M 3 0.04% Increased
221
Penserra Capital Management
Penserra Capital Management
California
$13.8M +$173K 4 1.34% Increased
222
Chevy Chase Trust
Chevy Chase Trust
Maryland
$13.7M -$30.6K 2 0.07% Reduced
223
MCM
McKinley Capital Management
Alaska
$13.6M -$1.03M 1 1.11% Reduced
224
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$13.4M -$434K 1 4.72% Reduced
225
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$13.4M -$7.13M 2 0.12% Reduced