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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	Handelsbanken Fonder Stockholm, Sweden	$13.5M	-$2.99M	1	0.29%	Reduced
352	UM Ulysses Management New York	$13.3M	+$6.09M	1	2.66%	Increased
353	KC Kepos Capital New York	$13.2M	+$5.66M	3	2.75%	Increased
354	SM SG3 Management Dorado, Puerto Rico	$13.2M	+$15.3M	2	1.76%	Increased
355	ER Enlightenment Research Miami, Florida	$13.1M	+$12.2M	1	13.92%	New
356	Schonfeld Strategic Advisors New York	$13M	-$70.4M	3	0.82%	Reduced
357	FG Formula Growth Montreal, Quebec, Canada	$13M	-$30.6M	2	2.48%	Reduced
358	VEPM Vista Equity Partners Management San Francisco, California	$13M	+$15.3M	1	0.76%	New
359	William Blair & Company Chicago, Illinois	$12.7M	-$33.6K	3	0.08%	Reduced
360	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$12.7M	-$2.23M	3	0.45%	Reduced
361	United Capital Financial Advisors Irving, Texas	$12.6M	-$2.23M	5	0.1%	Reduced
362	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$12.6M	$0	1	1.47%	Maintained
363	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$12.4M	+$10.6M	3	2.34%	Increased
364	SCM Steadfast Capital Management New York	$12.4M	+$18.4M	1	0.19%	New
365	MPEM Marathon Partners Equity Management New York	$12.4M	+$12.9M	1	7.74%	Increased
366	CI CAZ Investments Houston, Texas	$12.3M	+$165K	2	31.5%	Increased
367	Cannell & Spears New York	$12.2M	-$187K	1	1.5%	Reduced
368	B BP London, United Kingdom	$12.1M	+$3.93M	4	0.52%	Increased
369	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$12.1M	-$1.46M	3	0.04%	Reduced
370	CIBC Asset Management Toronto, Ontario, Canada	$12.1M	-$398K	4	0.09%	Reduced
371	Evergreen Capital Management Bellevue, Washington	$12M	+$1.54M	2	1.12%	Increased
372	CPM Crescent Park Management East Palo Alto, California	$11.9M	-$2.4M	1	2.91%	Reduced
373	Achmea Investment Management Zeist, Netherlands	$11.5M	+$10.7M	2	0.53%	Increased
374	SCM Shaolin Capital Management Miami, Florida	$11.5M	+$8.53M	2	1.61%	Increased
375	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$11.3M	+$5.97M	4	0.59%	Increased