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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	Carmignac Gestion Paris, France	$65M	-$161M	3	1.38%	Reduced
302	Capital Fund Management (CFM) Paris, France	$65M	+$64.8M	4	0.59%	Increased
303	WBC Westpac Banking Corp Sydney, Australia	$65M	+$3.99M	5	0.85%	Increased
304	Two Sigma Investments New York	$64.4M	-$231M	16	0.21%	Reduced
305	TCM Tao Capital Management San Francisco, California	$64.3M	$0	4	44.49%	Maintained
306	Eventide Asset Management Boston, Massachusetts	$64.1M	$0	1	1.37%	Maintained
307	Eagle Asset Management St Petersburg, Florida	$63.9M	+$1.04M	2	0.4%	Increased
308	GIA G2VP I Associates Portola Valley, California	$62.9M	$0	1	100%	Maintained
309	CAPTRUST Financial Advisors Raleigh, North Carolina	$62.8M	+$39.1M	20	0.4%	Increased
310	Squarepoint New York	$61.8M	-$81.1M	18	0.34%	Reduced
311	Walleye Trading New York	$61M	-$35.2M	10	0.2%	Reduced
312	Leonteq Securities AG Zurich, Switzerland	$60.7M	+$51.1M	7	2.28%	Increased
313	Private Advisor Group Morristown, New Jersey	$60.5M	-$4.17M	11	0.54%	Reduced
314	Douglas Lane & Associates New York	$59.5M	+$2.52M	2	1.01%	Increased
315	TPG GP A Fort Worth, Texas	$59.4M	$0	1	0.92%	Maintained
316	ASGS Alpha Square Group S New York	$59.3M	-$82.3M	1	25.06%	Reduced
317	WM Wishbone Management Chicago, Illinois	$58.3M	+$35.8M	1	21.24%	Increased
318	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$58.2M	+$1.06M	2	1.79%	Increased
319	XN LP New York	$58M	+$52.3M	1	5.66%	Increased
320	CPX Canaan Partners XI Menlo Park, California	$57.9M	$0	2	20.62%	Maintained
321	MML Investors Services Springfield, Massachusetts	$57.7M	+$4.07M	7	0.44%	Increased
322	DG Discerene Group Stamford, Connecticut	$56.6M	+$37.9M	1	7.68%	Increased
323	Jupiter Asset Management London, United Kingdom	$56.1M	+$11.4M	6	0.79%	Increased
324	1832 Asset Management Toronto, Ontario, Canada	$55.5M	-$59.1M	4	0.1%	Reduced
325	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$55.5M	+$225K	2	1.4%	Increased