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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
SI
Salesforce Inc
California
$33.8M $0 1 5.8% Maintained
202
National Pension Service
National Pension Service
South Korea
$33.4M +$2.87M 1 0.11% Increased
203
Asset Management One
Asset Management One
Japan
$33M +$6.2M 4 0.16% Increased
204
Renaissance Technologies
Renaissance Technologies
New York
$32.8M -$78.2M 2 0.03% Reduced
205
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$31.7M -$1.28M 2 1.28% Reduced
206
Vontobel Asset Management
Vontobel Asset Management
New York
$31.3M -$8.51M 1 0.23% Reduced
207
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$31.2M +$15.9M 1 0.84% Increased
208
A
Apoletto
British Virgin Islands
$30.8M +$28.2M 1 42.66% New
209
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$30.6M +$5.67M 1 0.14% Increased
210
T
TOBAM
France
$30.4M +$6.62M 1 1.69% Increased
211
CPM
Crescent Park Management
California
$29.3M $0 1 5.33% Maintained
212
KA
Kerrisdale Advisers
Florida
$29M +$27.9M 2 10.36% New
213
TCM
Tran Capital Management
California
$28.7M +$4.87M 1 3.58% Increased
214
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$28.5M -$1.03M 1 0.07% Reduced
215
NC
Nightview Capital
Texas
$28.3M -$6.16M 1 11.68% Reduced
216
Laurion Capital Management
Laurion Capital Management
New York
$28.3M +$19.9M 2 0.28% Increased
217
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$28.3M +$14.6M 2 2.81% Increased
218
US Bancorp
US Bancorp
Minnesota
$28M +$2.21M 6 0.08% Increased
219
MIS
Morningstar Investment Services
Illinois
$27.5M +$25.2M 2 0.45% New
220
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$26.9M +$24.6M 2 0.71% New
221
AQR Arbitrage
AQR Arbitrage
Connecticut
$26.4M +$2.69M 5 0.3% Increased
222
IM
Islet Management
New York
$26M +$10.8M 3 2.97% Increased
223
Aviva
Aviva
United Kingdom
$25.9M +$2.31M 4 0.18% Increased
224
CLCM
Crawford Lake Capital Management
New Jersey
$25.4M +$23.3M 2 6.34% New
225
Carrhae Capital
Carrhae Capital
United Kingdom
$25.1M -$2.28M 1 7.87% Reduced