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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
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$183M +$7.25M 4 1.2% Increased
202
Point72 Asset Management
Point72 Asset Management
Connecticut
$182M +$109M 8 0.53% Increased
203
William Blair & Company
William Blair & Company
Illinois
$181M +$10.8M 5 0.69% Increased
204
Glenview Capital Management
Glenview Capital Management
New York
$178M +$25M 2 4.04% Increased
205
Xponance
Xponance
Pennsylvania
$178M +$5.13M 7 2.42% Increased
206
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$177M +$6.22M 4 0.73% Increased
207
NAH
Neumann Advisory (HK)
Hong Kong
$176M $0 2 70.72% Maintained
208
UniSuper Management
UniSuper Management
Australia
$171M -$60.4M 2 2.1% Reduced
209
HAM
Hanwha Asset Management
South Korea
$169M $0 1 100% Maintained
210
CIBC World Markets
CIBC World Markets
New York
$169M -$82M 2 1.66% Reduced
211
CIM
Contrarius Investment Management
Jersey
$164M +$5.16M 3 9.19% Increased
212
IFM Investors
IFM Investors
Australia
$163M +$5.65M 3 2.15% Increased
213
Calamos Advisors
Calamos Advisors
Illinois
$163M -$10.2M 3 0.85% Reduced
214
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$163M +$41.8M 1 1.72% Increased
215
US Bancorp
US Bancorp
Minnesota
$161M +$6.04M 17 0.26% Increased
216
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$158M +$3.25M 9 1.21% Increased
217
Holocene Advisors
Holocene Advisors
New York
$155M +$13.6M 3 0.68% Increased
218
Balyasny Asset Management
Balyasny Asset Management
Illinois
$154M -$187M 5 0.32% Reduced
219
SCM
Steadfast Capital Management
New York
$154M +$12.9M 1 4.14% Increased
220
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$154M -$1.48M 2 1.94% Reduced
221
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$151M -$1.85M 10 0.71% Reduced
222
Alyeska Investment Group
Alyeska Investment Group
Illinois
$149M -$39.8M 4 1.01% Reduced
223
TPSF
Texas Permanent School Fund
Texas
$149M +$1.63M 2 1.45% Increased
224
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$148M +$25.5M 4 1.23% Increased
225
Pathstone Family Office
Pathstone Family Office
New Jersey
$145M +$11.9M 7 1.1% Increased