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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
326	Intermede Investment Partners London, United Kingdom	$135M	-$5.42M	2	3.59%	Reduced
327	CAPTRUST Financial Advisors Raleigh, North Carolina	$134M	+$9.16M	5	0.38%	Increased
328	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$133M	+$46.3M	3	1.4%	Increased
329	Bridgewater Associates Westport, Connecticut	$132M	+$117M	5	0.61%	Increased
330	Slate Path Capital New York	$132M	+$80.1M	2	2.38%	Increased
331	WA WFM Asia Road Town, Tortola, British Virgin Islands	$132M	-$22.9M	1	14.28%	Reduced
332	Mediolanum International Funds Dublin 1, Ireland	$131M	+$13.9M	2	1.7%	Increased
333	SBI Securities Tokyo, Japan	$131M	+$108M	27	4.04%	New
334	Zacks Investment Management Chicago, Illinois	$130M	-$6.81M	2	1.2%	Reduced
335	Capital International Los Angeles, California	$129M	-$89.4K	2	5.25%	Reduced
336	Vanguard Personalized Indexing Management Oakland, California	$128M	+$6.95M	8	1.94%	Increased
337	NewEdge Advisors New Orleans, Louisiana	$128M	+$13.5M	16	0.77%	Increased
338	AL4A Accel Leaders 4 Associates Palo Alto, California	$127M	+$112M	1	100%	New
339	WIM WIM Investment Management Hong Kong	$126M	+$1.54M	2	43.2%	Increased
340	HFF Halter Ferguson Financial Carmel, Indiana	$125M	+$1.46M	1	51.21%	Increased
341	Atreides Management Boston, Massachusetts	$125M	-$109M	1	2.73%	Reduced
342	CSD Clear Street Derivatives New York	$124M	-$222M	1	1.61%	Reduced
343	Trexquant Investment Stamford, Connecticut	$124M	+$46.2M	6	1.45%	Increased
344	Mizuho Securities USA New York	$124M	+$35.6M	4	2.25%	Increased
345	Factory Mutual Insurance Waltham, Massachusetts	$124M	+$12.3M	2	1.34%	Increased
346	IEQ Capital Foster City, California	$123M	+$15.3M	5	1.19%	Increased
347	Kestra Advisory Services Austin, Texas	$121M	-$855K	7	0.66%	Reduced
348	SCA Southpoint Capital Advisors New York	$121M	-$71.4M	1	2.83%	Reduced
349	LMC Lightspeed Management Company Menlo Park, California	$121M	+$66M	2	42.51%	New
350	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$120M	+$22.9M	18	0.61%	Increased