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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
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$181M +$42.2M 4 6.69% Increased
202
Xponance
Xponance
Pennsylvania
$179M +$7.24M 7 2.39% Increased
203
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$178M -$704K 5 0.68% Reduced
204
Calamos Advisors
Calamos Advisors
Illinois
$178M +$14.5M 5 0.88% Increased
205
William Blair & Company
William Blair & Company
Illinois
$167M -$1.4M 4 0.61% Reduced
206
HAM
Hanwha Asset Management
South Korea
$164M $0 1 100% Maintained
207
CIM
Contrarius Investment Management
Jersey
$164M -$44.8M 3 8.82% Reduced
208
IFM Investors
IFM Investors
Australia
$163M +$15.3M 3 2.14% Increased
209
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$163M -$13M 2 1.91% Reduced
210
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$162M -$304K 10 1.18% Reduced
211
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$160M +$9.08M 11 0.73% Increased
212
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$158M -$148M 4 0.55% Reduced
213
Guggenheim Capital
Guggenheim Capital
Illinois
$158M +$12.9M 7 1.24% Increased
214
US Bancorp
US Bancorp
Minnesota
$156M +$17.3M 20 0.25% Increased
215
Robeco Schweiz
Robeco Schweiz
Switzerland
$155M -$1.25M 3 2.31% Reduced
216
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$155M +$8.56M 3 1.9% Increased
217
TC
Tairen Capital
Hong Kong
$154M +$66.4M 1 4.86% Increased
218
TPSF
Texas Permanent School Fund
Texas
$154M +$866K 2 1.42% Increased
219
GC
GPI Capital
New York
$153M -$3.18M 2 27.99% Reduced
220
Glenview Capital Management
Glenview Capital Management
New York
$152M -$63.1M 2 3.42% Reduced
221
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$151M +$17.6M 3 1.46% Increased
222
CFM
Coronation Fund Managers
South Africa
$144M +$3.51M 3 3.87% Increased
223
Utah Retirement Systems
Utah Retirement Systems
Utah
$144M +$2.53M 7 1.99% Increased
224
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$140M +$3.31M 18 0.12% Increased
225
Axiom Investors
Axiom Investors
Connecticut
$138M -$8.85M 2 2.06% Reduced