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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
251	KPC Karst Peak Capital Hong Kong	$11.6M	$0	1	21.14%	Maintained
252	Perpetual Ltd Sydney, New South Wales, Australia	$11.5M	-$676K	1	1.54%	Reduced
253	Wilmington Savings Fund Society Wilmington, Delaware	$11.5M	+$250K	2	0.6%	Increased
254	Gulf International Bank (UK) London, United Kingdom	$11.3M	+$625K	1	0.13%	Increased
255	US Bancorp Minneapolis, Minnesota	$11.2M	+$7.09M	4	0.03%	Increased
256	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$11.1M	+$84.3K	1	0.91%	Increased
257	Public Employees Retirement Association of Colorado Denver, Colorado	$11.1M	+$580K	3	0.07%	Increased
258	CC Crosslink Capital Menlo Park, California	$11M	+$9.03M	1	2.76%	Increased
259	MC Martin Currie Edinburgh, United Kingdom	$10.8M	-$3.84M	1	0.75%	Reduced
260	Schroder Investment Management Group London, United Kingdom	$10.8M	+$999K	2	0.02%	Increased
261	Utah Retirement Systems Salt Lake City, Utah	$10.8M	+$49.5K	2	0.21%	Increased
262	Janney Montgomery Scott Philadelphia, Pennsylvania	$10.7M	-$302K	2	0.09%	Reduced
263	LIM Lagoda Investment Management New York	$10.6M	-$2.93M	1	4.45%	Reduced
264	Chilton Capital Management Houston, Texas	$10.6M	+$1.54M	1	0.87%	Increased
265	Candriam SCA Strassen, Luxembourg, Luxembourg	$10.6M	+$117K	1	0.14%	Increased
266	Edmond de Rothschild Holding Chambesy, Switzerland	$10.5M	-$2.48M	3	0.3%	Reduced
267	EP Wealth Advisors Torrance, California	$10.3M	+$185K	2	0.8%	Increased
268	SC Stralem & Co New York	$10.1M	-$567K	1	2.99%	Reduced
269	Mariner Independent Advisor Network Overland Park, Kansas	$10M	+$5.29M	1	1.26%	Increased
270	PSCM Prince Street Capital Management New York	$9.87M	-$22.9M	1	2.09%	Reduced
271	KAM Knightsbridge Asset Management Newport Beach, California	$9.7M	-$75.6K	1	6.01%	Reduced
272	MUFG Securities EMEA London, United Kingdom	$9.61M	+$4.93M	2	0.14%	Increased
273	SEC Seven Eight Capital New York	$9.54M	+$1.71M	2	0.58%	Increased
274	GAM GVO Asset Management Zug, Switzerland	$9.53M	+$4.97M	1	3.33%	Increased
275	KCM Kingdon Capital Management New York	$9.41M	+$9.69M	1	0.66%	New