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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
KBC Group
KBC Group
Belgium
$23.2M -$9.75M 4 0.19% Reduced
202
Canada Life
Canada Life
Manitoba, Canada
$23.2M +$6.07M 3 0.06% Increased
203
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$23.1M -$935K 3 0.21% Reduced
204
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$23M -$5.51M 1 0.41% Reduced
205
Oaktree Capital Management
Oaktree Capital Management
California
$22.7M +$1.98M 1 0.43% Increased
206
Envestnet Asset Management
Envestnet Asset Management
Illinois
$22.3M +$1.64M 3 0.03% Increased
207
BAWC
Black-and-white Capital
California
$22.1M +$21.4M 2 3.05% New
208
Eventide Asset Management
Eventide Asset Management
Massachusetts
$21.9M +$49.9K 1 0.75% Increased
209
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$21.7M -$4.64M 2 0.03% Reduced
210
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$21.3M -$38.4K 2 0.17% Reduced
211
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$21.2M -$17.4M 1 0.07% Reduced
212
Nordea Investment Management
Nordea Investment Management
Sweden
$20.7M -$43.3M 4 0.04% Reduced
213
Aperio Group
Aperio Group
California
$20.7M -$2.09M 4 0.09% Reduced
214
Cannell & Spears
Cannell & Spears
New York
$20.5M +$39.9K 1 2.61% Increased
215
AMF Tjänstepension
AMF Tjänstepension
Sweden
$20.3M -$7.83M 2 0.2% Reduced
216
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$20M +$21.6M 1 0.57% New
217
HBK Investments
HBK Investments
Texas
$19.6M +$11.1M 1 0.2% Increased
218
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$19M +$188K 2 0.07% Increased
219
Ruffer LLP
Ruffer LLP
United Kingdom
$18.9M -$1.04M 1 0.49% Reduced
220
YRHAM
Yong Rong (HK) Asset Management
Hong Kong
$18.8M +$20.3M 1 5.79% New
221
Chevy Chase Trust
Chevy Chase Trust
Maryland
$18.8M -$14.1K 2 0.08% Reduced
222
NSLI
Nan Shan Life Insurance
Taiwan
$18.7M +$18.1M 1 0.37% New
223
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$18.5M +$3.32M 2 0.23% Increased
224
SG Americas Securities
SG Americas Securities
New York
$18.4M +$12.4M 5 0.17% Increased
225
AP
Atwood & Palmer
Missouri
$18M -$10.7K 2 2.55% Reduced