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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
351	LCG Luxor Capital Group New York	$15.6M	+$13.4M	1	0.41%	New
352	Ninety One (UK) London, United Kingdom	$15.6M	+$15M	1	0.05%	New
353	Ladenburg Thalmann Financial Services Miami, Florida	$15.4M	-$307K	10	0.1%	Reduced
354	TPM Totem Point Management New York	$15.4M	+$3.01M	1	6.59%	Increased
355	DekaBank Deutsche Girozentrale Frankfurt, Germany	$15.4M	+$373K	3	0.09%	Increased
356	Nomura Asset Management Tokyo, Japan	$15.3M	-$1.88K	4	0.14%	Reduced
357	TLCM Tiger Legatus Capital Management New York	$15.3M	-$11.1M	1	6.36%	Reduced
358	WCMNY Westchester Capital Management (New York) Valhalla, New York	$15.2M	+$6.06M	1	0.54%	Increased
359	RIG Roosevelt Investment Group New York	$15.2M	+$277K	1	1.56%	Increased
360	KLWA Kelly Lawrence W & Associates Pasadens, California	$15.2M	-$119K	1	2.38%	Reduced
361	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$15M	-$880K	1	3.78%	Reduced
362	KA Kerrisdale Advisers Miami, Florida	$15M	-$5.97M	2	5.3%	Reduced
363	HBK Investments Dallas, Texas	$14.9M	+$6.27M	3	0.14%	Increased
364	AG Artal Group Luxembourg	$14.9M	$0	1	0.57%	Maintained
365	CG Cutler Group San Francisco, California	$14.8M	+$11.3M	6	0.91%	Increased
366	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$14.7M	+$5.58M	3	0.04%	Increased
367	Wedge Capital Management Charlotte, North Carolina	$14.7M	-$182K	1	0.16%	Reduced
368	GPC Glen Point Capital London, United Kingdom	$14.6M	+$11.3M	1	3.01%	New
369	Natixis Advisors Boston, Massachusetts	$14.5M	-$3.92M	2	0.1%	Reduced
370	WRBC W.R. Berkley Corp Greenwich, Connecticut	$14.5M	$0	2	2.64%	Maintained
371	Gulf International Bank (UK) London, United Kingdom	$14.4M	+$225K	2	0.22%	Increased
372	DFO Duquesne Family Office New York	$14.4M	+$9.39M	1	0.42%	Increased
373	Wilmington Savings Fund Society Wilmington, Delaware	$14.2M	+$435K	2	0.72%	Increased
374	CC Carlson Capital Dallas, Texas	$14.2M	+$14.2M	1	0.26%	New
375	Vident Investment Advisory Alpharetta, Georgia	$14.2M	-$244K	2	0.88%	Reduced