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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
301	AC Antara Capital New York	$86.7M	+$76.8M	3	4.73%	Increased
302	Rokos Capital Management (UK) London, United Kingdom	$85.4M	+$75.4M	3	1.7%	Increased
303	Summit Partners Public Asset Management Boston, Massachusetts	$85M	+$2.2M	3	3.02%	Increased
304	Penserra Capital Management Orinda, California	$84.8M	-$56.9M	13	1.54%	Reduced
305	ECM Engle Capital Management Greenwich, Connecticut	$84.7M	-$5.75M	1	12.4%	Reduced
306	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$84.7M	+$2.69M	3	8.65%	Increased
307	Daiwa Securities Group Tokyo, Japan	$84.6M	+$3.04M	6	0.57%	Increased
308	Eventide Asset Management Boston, Massachusetts	$84.5M	$0	1	1.13%	Maintained
309	Bridgewater Associates Westport, Connecticut	$82.7M	-$8.03M	3	0.53%	Reduced
310	MSL Mackay Shields LLC New York	$82.4M	-$35.3M	1	0.77%	Reduced
311	Squarepoint New York	$82.1M	+$38.8M	10	0.31%	Increased
312	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$80.6M	+$63.1M	9	0.18%	Increased
313	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$80.5M	+$13M	2	0.86%	Increased
314	NN Investment Partners Holdings The Hague, Netherlands	$80.1M	-$22.7M	3	0.43%	Reduced
315	Soros Fund Management New York	$79.4M	+$63.6M	5	1.34%	Increased
316	Jupiter Asset Management London, United Kingdom	$79.4M	+$13.1M	4	0.82%	Increased
317	Varma Mutual Pension Insurance Co Helsinki, Finland	$79.4M	-$13.7M	4	1.17%	Reduced
318	IFM Investors Melbourne, Australia	$79.3M	+$17.3M	3	1.62%	Increased
319	Rathbones Group Liverpool, United Kingdom	$78.2M	-$48.4K	3	0.87%	Reduced
320	Sachem Head Capital Management New York	$77.7M	+$81M	1	2.01%	New
321	Nissay Asset Management Tokyo, Japan	$77.6M	+$4.37M	4	0.68%	Increased
322	HCM Hitchwood Capital Management New York	$74.8M	-$54.9M	1	1.37%	Reduced
323	Thornburg Investment Management Santa Fe, New Mexico	$74.3M	-$7.67M	1	0.85%	Reduced
324	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$73.9M	-$14.2M	2	0.38%	Reduced
325	VCM Valiant Capital Management San Francisco, California	$72.6M	$0	1	5.45%	Maintained