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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
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$166M -$4.46M 10 0.38% Reduced
202
CIM
Contrarius Investment Management
Jersey
$166M -$7.61M 1 10.37% Reduced
203
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$166M +$3.17M 4 0.8% Increased
204
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$165M -$1.2M 11 0.23% Reduced
205
Creative Planning
Creative Planning
Kansas
$165M +$7.94M 9 0.18% Increased
206
Truist Financial
Truist Financial
North Carolina
$165M -$26.5M 7 0.25% Reduced
207
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$164M -$47.5M 2 0.54% Reduced
208
DSM Capital Partners
DSM Capital Partners
Florida
$164M +$3.32M 1 2.37% Increased
209
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$164M +$1.24M 5 1.08% Increased
210
Cresset Asset Management
Cresset Asset Management
Illinois
$163M +$50.7M 12 0.68% Increased
211
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$158M -$1.5M 6 0.56% Reduced
212
Ninety One (UK)
Ninety One (UK)
United Kingdom
$158M +$11M 1 0.44% Increased
213
Axiom Investors
Axiom Investors
Connecticut
$157M -$42.3M 2 1.37% Reduced
214
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$156M +$3.28M 2 3.18% Increased
215
Amalgamated Bank
Amalgamated Bank
New York
$156M +$908K 10 1.33% Increased
216
Third Point
Third Point
New York
$155M +$111M 2 1.78% Increased
217
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$153M +$26.4M 1 3.24% Increased
218
Kodai Capital Management
Kodai Capital Management
Illinois
$151M +$49.6M 4 2.87% Increased
219
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$149M +$115M 5 0.44% Increased
220
Pathstone Holdings
Pathstone Holdings
New Jersey
$149M +$4.23M 8 0.67% Increased
221
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$148M +$378K 1 0.52% Increased
222
EC
Eminence Capital
New York
$148M +$60.1M 1 2.38% Increased
223
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$148M +$30.9M 5 0.92% Increased
224
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$146M -$72.9M 4 0.29% Reduced
225
IFM Investors
IFM Investors
Australia
$145M +$2.29M 3 1.47% Increased