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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	Elo Mutual Pension Insurance Espoo, Finland	$117M	-$4.67M	2	2.5%	Reduced
352	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$116M	+$5.33M	16	0.1%	Increased
353	Focus Partners Wealth Boston, Massachusetts	$116M	+$6.62M	5	0.3%	Increased
354	Centiva Capital New York	$116M	+$69M	9	2.39%	Increased
355	TA Trivest Advisors Hong Kong	$114M	+$32.8M	1	5.2%	Increased
356	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$114M	+$69M	5	1.68%	Increased
357	Lazard Asset Management New York	$113M	+$24.6M	7	0.17%	Increased
358	AEGON Asset Management (UK) Edinburgh, United Kingdom	$112M	-$2.21M	2	1.47%	Reduced
359	KM Kora Management Brooklyn, New York	$112M	+$77.8M	2	12.98%	Increased
360	Commerce Bank Kansas City, Missouri	$111M	-$3.29M	4	0.69%	Reduced
361	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$111M	-$14.7M	2	2.09%	Reduced
362	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$110M	-$5.35M	2	4.77%	Reduced
363	SEP Soma Equity Partners San Francisco, California	$109M	-$19.4M	1	6.05%	Reduced
364	Oregon Public Employees Retirement Fund Tigard, Oregon	$109M	+$511K	3	2%	Increased
365	Nearwater Capital Markets Dublin 4, Dublin, Ireland	$109M	+$91.6M	2	3.1%	New
366	Capital International Inc Los Angeles, California	$108M	+$2.83M	2	1.27%	Increased
367	NEOS Investment Management Westport, Connecticut	$108M	+$11.2M	3	2.54%	Increased
368	APG Asset Management Amsterdam, Netherlands	$108M	+$124M	3	0.3%	Increased
369	Gulf International Bank (UK) London, United Kingdom	$107M	-$892K	5	2.71%	Reduced
370	O'Shaughnessy Asset Management Stamford, Connecticut	$104M	+$12.2M	5	0.88%	Increased
371	Twin Tree Management Dallas, Texas	$102M	+$36.7M	7	0.18%	Increased
372	GAMH Greenwoods Asset Management (HK) Hong Kong	$102M	+$69.6M	2	3.22%	Increased
373	Private Advisor Group Morristown, New Jersey	$102M	-$4.92M	6	0.57%	Reduced
374	Jump Financial Chicago, Illinois	$101M	+$34.1M	7	2.11%	Increased
375	Lido Advisors Los Angeles, California	$101M	-$9.1M	4	0.46%	Reduced