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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	PAR Capital Management Boston, Massachusetts	$310M	+$210M	2	8.99%	Increased
227	Nissay Asset Management Tokyo, Japan	$310M	+$37.3M	3	1.64%	Increased
228	CAM Contour Asset Management New York	$308M	+$254M	2	10%	Increased
229	Ghisallo Capital Management Boston, Massachusetts	$302M	+$128M	4	8.31%	Increased
230	Daiwa Securities Group Tokyo, Japan	$301M	+$25.7M	8	0.87%	Increased
231	PNC Financial Services Group Pittsburgh, Pennsylvania	$300M	+$6.69M	20	0.17%	Increased
232	SEB Asset Management Stockholm,	$297M	+$349M	5	1.27%	New
233	Altshuler Shaham Tel Aviv, Israel	$292M	+$42.2M	6	5.27%	Increased
234	Lazard Asset Management New York	$291M	+$23.8M	7	0.48%	Increased
235	Balyasny Asset Management Chicago, Illinois	$288M	-$274M	9	0.37%	Reduced
236	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$287M	+$1.48M	6	1.46%	Increased
237	Bank Julius Baer & Co Zurich, Switzerland	$281M	-$15.2M	6	0.85%	Reduced
238	Alkeon Capital Management New York	$278M	+$38.5M	1	0.47%	Increased
239	PCM Prime Capital Management Hong Kong	$268M	$0	1	30.03%	Maintained
240	OFI Invest Asset Management Paris, France	$263M	+$130M	2	3.48%	Increased
241	Mercer Global Advisors Denver, Colorado	$263M	+$25.9M	10	0.39%	Increased
242	US Bancorp Minneapolis, Minnesota	$262M	+$8.8M	17	0.32%	Increased
243	Zevenbergen Capital Investments Edmonds, Washington	$258M	-$81.8M	3	7.43%	Reduced
244	Vontobel Holding Zurich, Switzerland	$257M	+$68M	12	0.88%	Increased
245	Aspex Management (HK) Central, Hong Kong	$256M	+$14.6M	2	3.71%	Increased
246	Amalgamated Bank New York	$256M	-$6.59M	5	1.96%	Reduced
247	IFM Investors Melbourne, Australia	$254M	+$10.9M	5	2.12%	Increased
248	Woodline Partners San Francisco, California	$252M	+$42.4M	5	0.95%	Increased
249	Tudor Investment Corp Stamford, Connecticut	$251M	+$192M	7	0.47%	Increased
250	Lyrical Asset Management New York	$251M	-$10.9M	3	3.83%	Reduced