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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	Chevy Chase Trust Bethesda, Maryland	$18.7M	-$317K	1	0.08%	Reduced
252	MIS Morningstar Investment Services Chicago, Illinois	$18.7M	+$1.44M	2	0.32%	Increased
253	Davis Selected Advisers Tucson, Arizona	$18.6M	-$622K	1	0.09%	Reduced
254	HighTower Advisors Chicago, Illinois	$18.6M	+$6.71M	5	0.1%	Increased
255	KA Kerrisdale Advisers Miami, Florida	$18.2M	-$7.06M	2	11.44%	Reduced
256	Brandywine Global Investment Management Philadelphia, Pennsylvania	$18.2M	-$1.12M	1	0.13%	Reduced
257	STRS Ohio Columbus, Ohio	$18M	-$276K	3	0.08%	Reduced
258	AMF Tjänstepension Stockholm, Sweden	$17.9M	-$48.6M	2	0.18%	Reduced
259	AC Apertura Capital Dallas, Texas	$17.8M	+$13.4M	2	4.58%	Increased
260	Stifel Financial St. Louis, Missouri	$17.8M	-$921K	6	0.05%	Reduced
261	Aberdeen Group Edinburgh, United Kingdom	$17.8M	+$5.59M	4	0.04%	Increased
262	Guggenheim Capital Chicago, Illinois	$17.7M	+$2.5M	2	0.14%	Increased
263	Hosking Partners London, United Kingdom	$17.3M	-$898K	1	0.45%	Reduced
264	Oaktree Capital Management Los Angeles, California	$17.1M	-$3.55M	1	0.34%	Reduced
265	Natixis Advisors Boston, Massachusetts	$16.9M	+$560K	2	0.13%	Increased
266	DnB Asset Management Oslo, Norway	$16.8M	-$2.97M	3	0.19%	Reduced
267	ACI AMP Capital Investors Sydney, Australia	$16.7M	+$84.8K	4	0.09%	Increased
268	TAM Telemark Asset Management Boston, Massachusetts	$16.3M	-$23.2M	1	2.55%	Reduced
269	SEC Seven Eight Capital New York	$16.3M	+$14.1M	2	0.86%	Increased
270	Carmignac Gestion Paris, France	$16.3M	-$2.48M	1	0.21%	Reduced
271	VWM Valley Wealth Managers Paramus, New Jersey	$16.2M	-$613K	1	1.72%	Reduced
272	UBS O'Connor Chicago, Illinois	$16.2M	+$683K	2	0.45%	Increased
273	VOYA Investment Management Atlanta, Georgia	$16.1M	+$1.9M	4	0.04%	Increased
274	QOP Quinn Opportunity Partners Charlottesville, Virginia	$16M	+$9.58M	2	1.94%	Increased
275	Karpus Investment Management Pittsford, New York	$15.9M	-$248K	1	0.61%	Reduced