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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	TGP TMT General Partner Hong Kong	$206M	+$215M	1	94.05%	New
252	Polar Capital Holdings London, United Kingdom	$201M	-$1.97M	3	1.12%	Reduced
253	Baird Financial Group Milwaukee, Wisconsin	$200M	-$13.5M	5	0.38%	Reduced
254	Quadrature Capital London, United Kingdom	$199M	+$163M	6	3.98%	Increased
255	Prudential plc London, England, United Kingdom	$198M	-$24.4M	5	1%	Reduced
256	Fjarde Ap-fonden Stockholm, Sweden	$195M	-$6M	3	1.97%	Reduced
257	IMC Chicago Chicago, Illinois	$194M	-$311M	8	0.09%	Reduced
258	RB Robert Bosch Gerlingen Schillerhoehe, Germany	$194M	+$156M	2	54.41%	New
259	Comerica Bank Dallas, Texas	$191M	-$6.04M	11	0.77%	Reduced
260	Lyrical Asset Management New York	$191M	-$1.51M	2	2.83%	Reduced
261	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$190M	+$47.5M	2	1.63%	Increased
262	Candriam SCA Strassen, Luxembourg, Luxembourg	$190M	+$22.8M	2	1.1%	Increased
263	New York Life Investment Management New York	$187M	+$1.04M	4	1.83%	Increased
264	Capital International Sarl Los Angeles, California	$187M	+$7.56M	3	4.31%	Increased
265	Police & Firemen's Retirement System of New Jersey Trenton, New Jersey	$186M	+$156M	9	1.81%	New
266	Varma Mutual Pension Insurance Co Helsinki, Finland	$184M	-$29.5M	2	1.4%	Reduced
267	Cerity Partners New York	$182M	+$12.3M	7	0.4%	Increased
268	Renaissance Technologies New York	$182M	-$13.9M	11	0.27%	Reduced
269	QRG Capital Management Chicago, Illinois	$182M	+$16.8M	4	1.87%	Increased
270	Jupiter Asset Management London, United Kingdom	$181M	+$138M	6	1.77%	Increased
271	John W. Bristol & Co New York	$181M	-$4.04M	2	2.98%	Reduced
272	Rathbones Group Liverpool, United Kingdom	$181M	+$40.4M	4	0.88%	Increased
273	Guggenheim Capital Chicago, Illinois	$180M	-$40.3M	5	1.46%	Reduced
274	Employees Provident Fund Board Shah Alam, Malaysia	$178M	-$5.19M	2	2.21%	Reduced
275	CGH Contrarius Group Holdings Hamilton, Bermuda	$176M	+$142M	2	10.8%	New