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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
1
SB Investment Advisers (UK)
SB Investment Advisers (UK)
United Kingdom
$10.3B +$9.43B 1 81.09% New
2
Public Investment Fund
Public Investment Fund
Saudi Arabia
$5.23B +$3.09B 2 100% Increased
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.38B +$363M 5 0.62% Increased
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.33B +$614M 8 0.16% Increased
5
Alphabet Inc
Alphabet Inc
California
$4.14B +$3.02B 2 78.58% Increased
6
BlackRock
BlackRock
New York
$3.94B +$864M 10 0.17% Increased
7
Goldman Sachs
Goldman Sachs
New York
$3.94B +$2.92B 7 1.13% Increased
8
Fidelity Investments
Fidelity Investments
Massachusetts
$3.76B +$1.11B 6 0.44% Increased
9
Capital World Investors
Capital World Investors
California
$3.38B +$1.02B 4 0.79% Increased
10
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$3.11B +$82.8M 2 3.3% Increased
11
State Street
State Street
Massachusetts
$1.75B +$191M 7 0.13% Increased
12
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$1.69B +$1.55B 1 25.45% New
13
Morgan Stanley
Morgan Stanley
New York
$1.54B +$991M 12 0.41% Increased
14
Invesco
Invesco
Georgia
$1.52B +$689M 7 0.39% Increased
15
Norges Bank
Norges Bank
Norway
$1.34B +$271M 6 0.41% Increased
16
Jennison Associates
Jennison Associates
New York
$1.31B +$70.7M 3 1.3% Increased
17
Wellington Management Group
Wellington Management Group
Massachusetts
$1.2B +$467M 3 0.27% Increased
18
Dragoneer Investment Group
Dragoneer Investment Group
California
$1.04B +$918M 2 41.53% Increased
19
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$944M -$23.4M 2 0.38% Reduced
20
Citadel Advisors
Citadel Advisors
Florida
$872M +$443M 7 0.4% Increased
21
Janus Henderson Group
Janus Henderson Group
$764M +$267M 4 0.41% Increased
22
Iconiq Capital
Iconiq Capital
California
$737M +$675M 1 45.7% New
23
Hillhouse Investment Management
Hillhouse Investment Management
Cayman Islands
$730M +$673M 2 23.31% New
24
Artisan Partners
Artisan Partners
Wisconsin
$698M +$6.8M 2 1.29% Increased
25
Geode Capital Management
Geode Capital Management
Massachusetts
$697M +$116M 8 0.17% Increased