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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
AEPIP
AH Equity Partners III (Parallel)
California
$171M -$126M 1 43.84% Reduced
202
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$170M -$42.9M 4 1.67% Reduced
203
Arizona State Retirement System
Arizona State Retirement System
Arizona
$169M -$1.63M 4 1.48% Reduced
204
Two Sigma Investments
Two Sigma Investments
New York
$166M -$31.4M 6 0.43% Reduced
205
USS Investment Management
USS Investment Management
United Kingdom
$165M +$16.1M 4 1.43% Increased
206
Robeco Schweiz
Robeco Schweiz
Switzerland
$163M -$43.8M 2 2.49% Reduced
207
Prudential plc
Prudential plc
United Kingdom
$160M +$58.8M 5 1.11% Increased
208
AKO Capital
AKO Capital
United Kingdom
$160M +$142M 1 1.98% New
209
Capital International
Capital International
California
$160M -$10.1M 2 9.66% Reduced
210
HighTower Advisors
HighTower Advisors
Illinois
$160M +$5.38M 12 0.5% Increased
211
Nomura Asset Management
Nomura Asset Management
Japan
$158M +$38.6M 5 1.01% Increased
212
SCM
Somerset Capital Management
United Kingdom
$158M -$11.9M 1 16.35% Reduced
213
VanEck Associates
VanEck Associates
New York
$156M +$22M 3 0.42% Increased
214
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$156M +$120M 5 0.24% Increased
215
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$154M +$38.1M 1 1.54% Increased
216
Viking Global Investors
Viking Global Investors
Connecticut
$152M +$173M 1 0.45% New
217
MTCM
Mint Tower Capital Management
Netherlands
$152M +$171M 1 14.51% New
218
LSCM
Light Street Capital Management
California
$150M +$79M 4 8.03% Increased
219
EC
Eminence Capital
New York
$148M +$15.5M 1 1.84% Increased
220
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$148M +$129M 3 1.6% Increased
221
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$147M -$4.79M 3 0.93% Reduced
222
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$147M +$10.5M 13 0.33% Increased
223
Penserra Capital Management
Penserra Capital Management
California
$146M +$9.89M 10 2.7% Increased
224
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$145M +$148K 5 0.81% Increased
225
NC
Nightview Capital
Texas
$145M -$28.2M 1 38.66% Reduced