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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	Gulf International Bank (UK) London, United Kingdom	$45.5M	+$6.03M	2	0.7%	Increased
252	DekaBank Deutsche Girozentrale Frankfurt, Germany	$45.2M	+$14.2M	4	0.29%	Increased
253	Carmignac Gestion Paris, France	$45M	-$23.7M	2	0.62%	Reduced
254	Panagora Asset Management Boston, Massachusetts	$44.8M	+$22.9M	6	0.29%	Increased
255	ExodusPoint Capital Management New York	$43.8M	+$33.5M	4	1.14%	Increased
256	Rockefeller Capital Management New York	$43.7M	+$27.6M	4	0.46%	Increased
257	RTM Rizvi Traverse Management West Palm Beach, Florida	$43.6M	+$21.8M	1	18.25%	Increased
258	CMG Cavalry Management Group San Francisco, California	$43.3M	+$35.9M	3	5.62%	New
259	TA Trivest Advisors Hong Kong	$43.2M	+$32.5M	1	5.83%	New
260	MUFG Securities EMEA London, United Kingdom	$42.7M	+$32.1M	1	0.37%	New
261	Eventide Asset Management Boston, Massachusetts	$41.8M	-$1.34M	1	0.91%	Reduced
262	Prudential Financial Newark, New Jersey	$41.6M	+$1.04M	5	0.08%	Increased
263	SAM Scopus Asset Management New York	$40.8M	+$12M	2	1.16%	Increased
264	Nomura Asset Management Tokyo, Japan	$40.6M	+$5.91M	4	0.34%	Increased
265	YCMGA York Capital Management Global Advisors New York	$40.5M	-$3.79M	1	2.67%	Reduced
266	Oregon Public Employees Retirement Fund Tigard, Oregon	$40.4M	-$9.84M	2	0.6%	Reduced
267	Candriam SCA Strassen, Luxembourg, Luxembourg	$40.3M	-$23.9M	3	0.43%	Reduced
268	Hudson Bay Capital Management Stamford, Connecticut	$40.2M	-$15.9M	5	0.7%	Reduced
269	Antipodes Partners Royal Exchange, Australia	$40M	-$55.5M	1	1.81%	Reduced
270	VOYA Investment Management Atlanta, Georgia	$39.9M	+$3.09M	4	0.09%	Increased
271	SG Americas Securities New York	$39.6M	-$81.3M	4	0.33%	Reduced
272	Carillon Tower Advisers St. Petersburg, Florida	$39.3M	-$1.22M	1	0.3%	Reduced
273	HT HAP Trading New York	$39.2M	+$28.6M	3	2.15%	Increased
274	US Bancorp Minneapolis, Minnesota	$38.6M	-$1.02M	6	0.1%	Reduced
275	DnB Asset Management Oslo, Norway	$38.2M	+$1.85M	3	0.45%	Increased