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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
Robeco Schweiz
Robeco Schweiz
Switzerland
$140M -$7.92M 3 2.26% Reduced
202
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$139M +$4.03M 2 1.44% Increased
203
Stifel Financial
Stifel Financial
Missouri
$139M +$2.97M 11 0.2% Increased
204
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$138M -$39.5M 3 0.97% Reduced
205
Calamos Advisors
Calamos Advisors
Illinois
$137M -$12.5M 5 0.67% Reduced
206
Storebrand Asset Management
Storebrand Asset Management
Norway
$137M +$1.62M 6 0.69% Increased
207
Xponance
Xponance
Pennsylvania
$135M +$1.32M 6 1.98% Increased
208
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$134M +$2.92M 5 0.28% Increased
209
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$134M +$37.4M 3 5.49% Increased
210
Candriam SCA
Candriam SCA
Luxembourg
$133M -$29.8M 1 0.92% Reduced
211
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$131M +$21.2M 8 0.2% Increased
212
Eagle Asset Management
Eagle Asset Management
Florida
$130M +$10.7M 2 0.76% Increased
213
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$129M +$8.27M 9 1.01% Increased
214
William Blair & Company
William Blair & Company
Illinois
$128M +$38.9M 5 0.51% Increased
215
TPSF
Texas Permanent School Fund
Texas
$123M +$33.3M 2 1.22% Increased
216
1832 Asset Management
1832 Asset Management
Ontario, Canada
$123M +$67.4M 4 0.18% Increased
217
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$122M -$5.32M 1 0.47% Reduced
218
Voyager Global Management
Voyager Global Management
New York
$122M -$31.7M 1 6.71% Reduced
219
SCM
Steadfast Capital Management
New York
$122M -$107M 1 3.66% Reduced
220
GC
GPI Capital
New York
$120M $0 2 24.42% Maintained
221
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$118M +$6.87M 11 0.58% Increased
222
US Bancorp
US Bancorp
Minnesota
$117M +$4.25M 20 0.2% Increased
223
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$117M -$16M 8 1.12% Reduced
224
CIBC World Markets
CIBC World Markets
New York
$115M -$83.4M 2 1.88% Reduced
225
Axiom Investors
Axiom Investors
Connecticut
$115M +$10.1M 2 1.89% Increased