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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	Varma Mutual Pension Insurance Co Helsinki, Finland	$215M	+$28.8M	4	1.38%	Increased
302	John W. Bristol & Co New York	$215M	-$3.38M	2	3.39%	Reduced
303	SEP Soma Equity Partners San Francisco, California	$214M	+$20.9M	1	10.76%	Increased
304	Wealthfront Advisers Palo Alto, California	$214M	+$7.33M	9	0.5%	Increased
305	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$213M	-$62.1M	9	0.67%	Reduced
306	New York Life Investment Management New York	$212M	-$3.91M	3	1.87%	Reduced
307	Point72 Asset Management Stamford, Connecticut	$211M	-$62.4M	7	0.35%	Reduced
308	INTECH Investment Management West Palm Beach, Florida	$211M	-$37.2M	9	1.88%	Reduced
309	CloudAlpha Capital Management Hong Kong	$210M	+$157M	2	7.54%	New
310	LBP AM Paris, France	$209M	+$21.3M	3	2.57%	Increased
311	ICVCFIA IDG China Venture Capital Fund IV Associates Hong Kong	$209M	-$9.21M	1	43.85%	Reduced
312	O'Shaughnessy Asset Management Stamford, Connecticut	$208M	+$23.3M	10	1.22%	Increased
313	EC Elequin Capital New York	$204M	+$151M	1	11.07%	Increased
314	PineBridge Investments New York	$204M	+$1.36M	2	1.52%	Increased
315	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$204M	+$4.65M	4	1.65%	Increased
316	UniSuper Management Melbourne, Victoria, Australia	$203M	+$14M	2	1.24%	Increased
317	WA WFM Asia Road Town, Tortola, British Virgin Islands	$202M	+$12.2M	1	22.36%	Increased
318	Aware Super Sydney, Australia	$201M	+$16.6M	3	2.77%	Increased
319	US UNICOM Systems Las Vegas, Nevada	$200M	+$11.8M	1	19.71%	Increased
320	AssetMark Inc Concord, California	$199M	-$4.78M	12	0.43%	Reduced
321	Vanguard Personalized Indexing Management Oakland, California	$197M	+$2.11M	13	2.02%	Increased
322	C WorldWide Group Copenhagen, Denmark	$197M	+$186M	2	3.03%	New
323	GAMH Greenwoods Asset Management (HK) Hong Kong	$194M	+$47.4M	3	4.37%	Increased
324	NewEdge Advisors New Orleans, Louisiana	$192M	-$4.05M	21	0.87%	Reduced
325	Unisphere Establishment Vaduz, Liechtenstein	$191M	$0	3	1.5%	Maintained