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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

Ride-Hailing & Shared Mobility

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
226	NN Investment Partners Holdings The Hague, Netherlands	$19.4M	-$13.1M	1	0.14%	Reduced
227	PHS PFM Health Sciences San Francisco, California	$19.3M	-$3.35M	1	0.39%	Reduced
228	SFM Systematic Financial Management Teaneck, New Jersey	$19.1M	-$2.24M	1	0.42%	Reduced
229	CIBC Private Wealth Group Atlanta, Georgia	$19M	+$4.02M	4	0.08%	Increased
230	Fjarde Ap-fonden Stockholm, Sweden	$18.3M	-$67.6K	2	0.28%	Reduced
231	Washington Trust Westerly, Rhode Island	$18.2M	+$18.2M	1	1.07%	Increased
232	VOYA Investment Management Atlanta, Georgia	$18.1M	-$636K	3	0.04%	Reduced
233	DP DSAM Partners London, United Kingdom	$18M	-$8.63M	1	3.06%	Reduced
234	AP Atwood & Palmer Kansas City, Missouri	$18M	+$194K	2	2.56%	Increased
235	SG Americas Securities New York	$17.9M	+$14.6M	4	0.14%	Increased
236	Summit Partners Public Asset Management Boston, Massachusetts	$17.6M	-$4.54M	2	2.48%	Reduced
237	SC Stralem & Co New York	$17.4M	-$3.78M	1	3.46%	Reduced
238	Hosking Partners London, United Kingdom	$17.1M	+$766K	1	0.38%	Increased
239	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$17M	$0	1	0.4%	Maintained
240	Polar Capital London, United Kingdom	$16.9M	-$831K	2	0.17%	Reduced
241	AWCI Alpine Woods Capital Investors Purchase, New York	$16.2M	$0	1	0.86%	Maintained
242	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$16.2M	-$3M	2	0.59%	Reduced
243	CCI Columbus Circle Investors	$16M	+$1.05M	1	0.33%	Increased
244	Edmond de Rothschild Holding Chambesy, Switzerland	$15.9M	+$4.52M	3	0.46%	Increased
245	Wedge Capital Management Charlotte, North Carolina	$15.8M	-$89.9M	1	0.15%	Reduced
246	LPL Financial San Diego, California	$15.8M	-$1.03M	4	0.04%	Reduced
247	Creative Planning Overland Park, Kansas	$15.7M	+$590K	3	0.06%	Increased
248	Commonwealth Equity Services Waltham, Massachusetts	$15.5M	+$495K	4	0.08%	Increased
249	B BP London, United Kingdom	$15.4M	-$330K	2	0.56%	Reduced
250	RIG Roosevelt Investment Group New York	$15.2M	+$3.93M	1	1.43%	Increased