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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
276	F FIFTHDELTA London, United Kingdom	$133M	+$59.6M	3	13.55%	Increased
277	Alyeska Investment Group Chicago, Illinois	$133M	+$73.3M	7	1.46%	Increased
278	Maverick Capital Dallas, Texas	$132M	+$17.4M	1	2.33%	Increased
279	SG Americas Securities New York	$132M	-$196M	12	0.97%	Reduced
280	HA HHLR Advisors Grand Cayman, Cayman Islands	$132M	+$112M	2	2.75%	Increased
281	Nissay Asset Management Tokyo, Japan	$131M	+$3.95M	5	1.14%	Increased
282	Sachem Head Capital Management New York	$130M	-$36.7M	1	3.33%	Reduced
283	TCM Tao Capital Management San Francisco, California	$130M	-$759K	4	47.3%	Reduced
284	MSL Mackay Shields LLC New York	$130M	-$1.11M	1	1.14%	Reduced
285	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$127M	+$10.8M	5	1.25%	Increased
286	Janney Montgomery Scott Philadelphia, Pennsylvania	$126M	+$5.88M	7	0.54%	Increased
287	Marsico Capital Management Denver, Colorado	$125M	+$2.23M	2	4.36%	Increased
288	USS Investment Management London, United Kingdom	$125M	-$94.7M	5	1.02%	Reduced
289	Flossbach Von Storch Cologne, Germany	$123M	-$49.7M	1	0.34%	Reduced
290	Swiss Life Asset Management Zurich,	$123M	+$1.03M	3	1.72%	Increased
291	MVPI Maven Ventures Partners II Palo Alto, California	$122M	$0	1	98.7%	Maintained
292	TPSF Texas Permanent School Fund Austin, Texas	$121M	-$3.67M	2	1.65%	Reduced
293	KBC Group Brussels, Belgium	$121M	-$24M	7	0.48%	Reduced
294	Mutual of America Capital Management New York	$120M	+$4.03M	1	1.28%	Increased
295	HCM Hitchwood Capital Management New York	$119M	$0	1	8.9%	Maintained
296	A Apoletto Road Town, Tortola, British Virgin Islands	$119M	-$45.2M	1	31.19%	Reduced
297	Federated Hermes Pittsburgh, Pennsylvania	$117M	-$256M	4	0.26%	Reduced
298	SCH Sylebra Capital (HK) Hong Kong	$116M	+$2.06M	1	5%	Increased
299	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$116M	+$178K	2	1.47%	Increased
300	Factory Mutual Insurance Waltham, Massachusetts	$116M	+$654K	1	1.56%	Increased