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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	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$132M	+$425K	3	10.53%	Increased
302	LUGPSI Lightspeed Ultimate General Partner Select III Menlo Park, California	$132M	+$130M	1	88.85%	New
303	Westfield Capital Management Boston, Massachusetts	$130M	+$82.2M	2	0.78%	Increased
304	US Bancorp Minneapolis, Minnesota	$128M	+$2.12M	23	0.2%	Increased
305	MSL Mackay Shields LLC New York	$128M	-$2.55M	1	1.07%	Reduced
306	Samlyn Capital New York	$127M	+$131M	1	1.75%	New
307	Natixis Advisors Boston, Massachusetts	$127M	+$23.5M	5	0.49%	Increased
308	Nissay Asset Management Tokyo, Japan	$127M	+$4.27M	4	0.97%	Increased
309	ACP Atalan Capital Partners New York	$127M	+$14.9M	1	8.1%	Increased
310	Clal Insurance Tel-Aviv, Israel	$127M	+$84.3M	2	1.37%	Increased
311	Voyager Global Management New York	$126M	+$129M	1	9.13%	New
312	IFM Investors Melbourne, Australia	$125M	+$1.73M	3	2.29%	Increased
313	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$125M	+$22.6M	5	0.61%	Increased
314	Virginia Retirement Systems Richmond, Virginia	$125M	+$16.8M	3	0.85%	Increased
315	TPSF Texas Permanent School Fund Austin, Texas	$125M	-$14M	2	1.53%	Reduced
316	Ossiam Paris, France	$125M	-$1.47M	2	3.27%	Reduced
317	WorldQuant Millennium Advisors New York	$123M	+$35.5M	3	2.45%	Increased
318	Marsico Capital Management Denver, Colorado	$122M	+$79.1M	2	3.57%	Increased
319	CM Conifer Management New York	$122M	$0	1	8.54%	Maintained
320	Swiss Life Asset Management Zurich,	$122M	+$20.6M	3	1.58%	Increased
321	TPG GP A Fort Worth, Texas	$122M	+$125M	1	1.21%	New
322	Janney Montgomery Scott Philadelphia, Pennsylvania	$122M	+$2.87M	9	0.47%	Increased
323	Soros Fund Management New York	$119M	+$57.1M	6	1.63%	Increased
324	Kayne Anderson Rudnick Investment Management Los Angeles, California	$117M	+$23.2M	5	0.27%	Increased
325	TCG Tremblant Capital Group West Palm Beach, Florida	$117M	+$5.96M	1	4.19%	Increased