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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	Calamos Advisors Naperville, Illinois	$225M	+$20.2M	4	0.84%	Increased
227	SM SG3 Management Dorado, Puerto Rico	$223M	+$207M	5	4.53%	Increased
228	Mackenzie Financial Toronto Ontario, Ontario, Canada	$222M	+$5.8M	5	0.3%	Increased
229	Atreides Management Boston, Massachusetts	$219M	-$137M	4	6.84%	Reduced
230	Temasek Holdings Singapore	$218M	+$74.8M	2	0.79%	Increased
231	AWA Artemis Wealth Advisors New York	$212M	-$20.1M	2	26.24%	Reduced
232	NC Nightview Capital Austin, Texas	$205M	$0	1	48.4%	Maintained
233	Raymond James Financial Services Advisors St. Petersburg, Florida	$205M	-$7.02M	13	0.38%	Reduced
234	GC GPI Capital New York	$205M	+$92.8M	2	26.06%	Increased
235	Flossbach Von Storch Cologne, Germany	$203M	-$342M	1	0.55%	Reduced
236	Glenview Capital Management New York	$201M	-$43.2M	3	4.29%	Reduced
237	Nisa Investment Advisors St. Louis, Missouri	$201M	+$11.2M	5	1.51%	Increased
238	MetLife Investment Management Whippany, New Jersey	$201M	-$3.33M	6	1.65%	Reduced
239	SCH Sylebra Capital (HK) Hong Kong	$200M	+$3.03M	1	6.44%	Increased
240	CCM Cadian Capital Management New York	$198M	-$104M	2	10.88%	Reduced
241	Sachem Head Capital Management New York	$196M	-$19.4M	1	4.61%	Reduced
242	Capital International Los Angeles, California	$194M	-$46.1M	4	9.85%	Reduced
243	Vontobel Holding Zurich, Switzerland	$191M	+$25.9M	10	1.59%	Increased
244	Stockbridge Partners Boston, Massachusetts	$191M	$0	1	3.86%	Maintained
245	Daiwa Securities Group Tokyo, Japan	$191M	+$7.47M	12	1.12%	Increased
246	DnB Asset Management Oslo, Norway	$189M	+$19.8M	9	1.11%	Increased
247	EC Eminence Capital New York	$186M	-$220K	1	1.77%	Reduced
248	Nomura Holdings Tokyo, Japan	$186M	+$30.1M	10	0.47%	Increased
249	Man Group London, United Kingdom	$184M	+$112M	7	0.59%	Increased
250	Cambridge Investment Research Advisors Fairfield, Iowa	$183M	+$9.02M	15	0.82%	Increased