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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
376	Zurich Insurance Group Zurich, Switzerland	$14.2M	+$757K	1	0.26%	Increased
377	TGM Tenzing Global Management San Francisco, California	$14.1M	+$9.64M	1	6.42%	Increased
378	Wolverine Asset Management Chicago, Illinois	$13.9M	+$6.29M	3	0.16%	Increased
379	PP PDT Partners New York	$13.8M	+$3.74M	2	0.85%	Increased
380	Bowen Hanes & Co Ponte Vedra Beach, Florida	$13.8M	+$13.3M	1	0.57%	New
381	PP Paloma Partners Greenwich, Connecticut	$13.5M	+$7.48M	5	0.2%	Increased
382	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$13.4M	$0	1	1.27%	Maintained
383	EP Wealth Advisors Torrance, California	$13.3M	+$840K	2	0.55%	Increased
384	FFA First Foundation Advisors Irvine, California	$13.3M	+$7.55M	4	0.66%	Increased
385	PNC Financial Services Group Pittsburgh, Pennsylvania	$13.3M	-$4.83M	7	0.01%	Reduced
386	William Blair & Company Chicago, Illinois	$13.2M	+$1.78M	4	0.07%	Increased
387	TAM Telemark Asset Management Boston, Massachusetts	$13.2M	-$4.25M	2	1.92%	Reduced
388	Tudor Investment Corp Stamford, Connecticut	$13.2M	+$8.87M	5	0.59%	Increased
389	AIG American International Group New York	$13.1M	+$208K	3	0.05%	Increased
390	LA Linden Advisors New York	$12.9M	+$2.61M	2	0.15%	Increased
391	SCM Segantii Capital Management Hong Kong	$12.6M	+$5.93M	1	0.92%	Increased
392	RTM Rizvi Traverse Management West Palm Beach, Florida	$12.5M	+$12.5M	1	8.44%	New
393	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$12M	+$9.58M	2	0.38%	New
394	Advisor Group Phoenix, Arizona	$12M	+$664K	10	0.08%	Increased
395	Moore Capital Management New York	$11.9M	-$17.6M	1	0.39%	Reduced
396	M&T Bank Buffalo, New York	$11.9M	+$363K	3	0.06%	Increased
397	CIBC Asset Management Toronto, Ontario, Canada	$11.9M	+$2.99M	5	0.07%	Increased
398	SRCM Sage Rock Capital Management New York	$11.8M	+$11.8M	1	3.35%	New
399	Gateway Investment Advisers Cincinnati, Ohio	$11.8M	-$4.3M	4	0.12%	Reduced
400	Eagle Global Advisors Houston, Texas	$11.8M	+$5.7M	2	0.6%	Increased