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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	SC Sylebra Capital Palo Alto, California	$216M	$0	1	18.69%	Maintained
302	Mawer Investment Management Calgary, Alberta, Canada	$214M	+$168M	2	1.2%	Increased
303	Point72 Asset Management Stamford, Connecticut	$211M	+$48.9M	9	0.24%	Increased
304	Epoch Investment Partners New York	$211M	+$3.01M	2	1.2%	Increased
305	Westfield Capital Management Boston, Massachusetts	$208M	+$25.5M	1	0.86%	Increased
306	Varma Mutual Pension Insurance Co Helsinki, Finland	$207M	-$4.58M	2	1.25%	Reduced
307	Jones Financial Companies Des Peres, Missouri	$207M	+$22.4M	25	0.13%	Increased
308	New York Life Investment Management New York	$207M	-$2.9M	2	1.78%	Reduced
309	1832 Asset Management Toronto, Ontario, Canada	$207M	+$75.9M	3	0.16%	Increased
310	NewEdge Advisors New Orleans, Louisiana	$205M	+$19.9M	17	0.75%	Increased
311	RK Capital Management (Florida) Weston, Florida	$205M	+$202M	1	5.37%	New
312	Steward Partners Investment Advisory New York	$205M	+$13.5M	15	1.13%	Increased
313	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$204M	+$3.5M	5	1.6%	Increased
314	Comerica Bank Dallas, Texas	$202M	-$12.5M	10	0.81%	Reduced
315	QRG Capital Management Chicago, Illinois	$202M	+$13.7M	4	2.25%	Increased
316	US UNICOM Systems Las Vegas, Nevada	$202M	$0	1	19.72%	Maintained
317	Vanguard Personalized Indexing Management Oakland, California	$201M	+$7.17M	12	1.96%	Increased
318	Unisphere Establishment Vaduz, Liechtenstein	$200M	+$43.2M	3	1.5%	Increased
319	Ghisallo Capital Management Boston, Massachusetts	$200M	-$36M	2	8.94%	Reduced
320	ING Group Amsterdam, Netherlands	$199M	-$230M	2	1.2%	Reduced
321	AssetMark Inc Concord, California	$198M	+$5.41M	14	0.4%	Increased
322	PineBridge Investments New York	$198M	-$4.26M	2	1.46%	Reduced
323	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$198M	+$24.9M	4	1.48%	Increased
324	TCG Tremblant Capital Group West Palm Beach, Florida	$197M	+$131M	2	5.03%	Increased
325	Bridgewater Associates Westport, Connecticut	$196M	-$217M	5	0.72%	Reduced