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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	EC EMS Capital New York	$49.3M	+$50.4M	1	4.56%	New
377	Rafferty Asset Management New York	$49.2M	+$28.5M	5	0.34%	Increased
378	DZ Bank Frankfurt Am Main, Germany	$49.2M	+$24.2M	5	0.09%	Increased
379	Maryland State Retirement & Pension System Baltimore, Maryland	$49.1M	+$43.1M	4	1.7%	Increased
380	GAMA Graticule Asia Macro Advisors New York	$49M	+$44.9M	3	8.17%	New
381	DC Dendur Capital New York	$48.9M	+$19.9M	1	9.7%	Increased
382	SAM Securian Asset Management St Paul, Minnesota	$48.5M	-$1.04M	2	1.05%	Reduced
383	SCA Sassicaia Capital Advisers Jericho, New York	$47.7M	+$49.4M	3	26.99%	Increased
384	Pacer Advisors Malvern, Pennsylvania	$47.7M	-$5.61M	2	0.83%	Reduced
385	Junto Capital Management New York	$47.6M	+$48.7M	1	1.71%	New
386	DFO Duquesne Family Office New York	$47.5M	+$30.7M	1	1.05%	Increased
387	Vident Investment Advisory Alpharetta, Georgia	$47M	+$17.8M	7	1.58%	Increased
388	TAMH Taikang Asset Management (HK) Hong Kong	$47M	-$13.1M	1	8.86%	Reduced
389	MPEM Marathon Partners Equity Management New York	$46.2M	-$140K	1	19.28%	Reduced
390	FFA First Foundation Advisors Irvine, California	$45.7M	+$5.28M	4	1.96%	Increased
391	SRFM Shannon River Fund Management New York	$45.5M	-$491K	1	3.07%	Reduced
392	KC KCL Capital New York	$45.4M	-$23.1M	2	4.25%	Reduced
393	ExodusPoint Capital Management New York	$45.3M	+$4.14M	8	0.66%	Increased
394	Gabelli Funds Rye, New York	$44.6M	+$31.8M	2	0.3%	Increased
395	IM Islet Management New York	$44.6M	+$7.83M	2	1.1%	Increased
396	HAM Honeycomb Asset Management New York	$44M	+$46.7M	2	2.63%	New
397	Marsico Capital Management Denver, Colorado	$43.6M	-$155M	3	1.14%	Reduced
398	VEPM Vista Equity Partners Management San Francisco, California	$43.6M	+$7.16M	1	0.63%	Increased
399	Credit Agricole Montrouge Cedex, France	$43.4M	+$9.59M	5	1.11%	Increased
400	Squarepoint New York	$43.3M	-$27.8M	9	0.25%	Reduced