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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
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$236M -$6.14M 2 1.36% Reduced
202
Alphabet Inc
Alphabet Inc
California
$236M -$2.07M 1 7.65% Reduced
203
Axiom Investors
Axiom Investors
Connecticut
$234M -$20.2M 2 5.53% Reduced
204
Voloridge Investment Management
Voloridge Investment Management
Florida
$226M +$86.8M 7 1.28% Increased
205
Första AP-fonden
Första AP-fonden
Sweden
$219M -$9.31M 5 2.49% Reduced
206
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$218M -$41.4M 11 0.47% Reduced
207
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$217M +$14.1M 14 0.41% Increased
208
AWA
Artemis Wealth Advisors
New York
$216M +$65.4K 2 35.76% Increased
209
ASGS
Alpha Square Group S
New York
$214M $0 1 28.95% Maintained
210
NC
Nightview Capital
Texas
$214M +$3.57M 1 31.76% Increased
211
Ossiam
Ossiam
France
$211M +$73.2M 2 5.53% Increased
212
Robeco Schweiz
Robeco Schweiz
Switzerland
$210M +$22.9M 2 2.97% Increased
213
Daiwa Securities Group
Daiwa Securities Group
Japan
$209M +$1.81M 13 1.31% Increased
214
AGFIA
Accel Growth Fund IV Associates
California
$208M +$193M 2 42.29% Increased
215
DnB Asset Management
DnB Asset Management
Norway
$206M +$17.8M 8 1.22% Increased
216
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$205M +$8.38M 5 0.28% Increased
217
CMG
Cavalry Management Group
California
$205M +$120M 3 15.67% Increased
218
CCM
Cadian Capital Management
New York
$203M +$31.8M 1 10.11% Increased
219
Lyrical Asset Management
Lyrical Asset Management
New York
$200M +$201M 1 2.76% New
220
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$196M -$29.2M 5 1.38% Reduced
221
Vontobel Holding
Vontobel Holding
Switzerland
$196M +$7.82M 9 1.69% Increased
222
Stockbridge Partners
Stockbridge Partners
Massachusetts
$195M +$32.4M 1 4.2% Increased
223
GP
Galileo PTC
British Virgin Islands
$194M +$6.86M 1 3.49% Increased
224
PointState Capital
PointState Capital
New York
$191M -$84.5M 2 2.19% Reduced
225
Balyasny Asset Management
Balyasny Asset Management
Illinois
$190M +$375K 16 0.6% Increased