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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
401	Trexquant Investment Stamford, Connecticut	$15.4M	-$5.39M	5	1.07%	Reduced
402	Caxton Associates (New York) New York	$15.3M	-$968K	1	1.34%	Reduced
403	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$15.3M	+$14M	1	2.94%	Increased
404	RGI River Global Investors London, United Kingdom	$15.3M	+$1.27M	2	1.12%	Increased
405	1832 Asset Management Toronto, Ontario, Canada	$15.2M	-$19.4K	3	0.05%	Reduced
406	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$15.2M	+$10.8M	2	2.9%	Increased
407	TLCM Tiger Legatus Capital Management New York	$15M	-$4.48M	2	6.95%	Reduced
408	Tudor Investment Corp Stamford, Connecticut	$14.9M	+$12.9M	3	0.74%	Increased
409	Junto Capital Management New York	$14.9M	+$14.3M	1	0.64%	New
410	KIP Kayak Investment Partners San Francisco, California	$14.7M	+$6.02M	1	6.17%	Increased
411	CI Investments Inc Toronto, Ontario, Canada	$14.7M	+$12.8M	3	0.08%	Increased
412	Davis Selected Advisers Tucson, Arizona	$14.6M	-$408K	1	0.08%	Reduced
413	CI CAZ Investments Houston, Texas	$14.6M	-$437K	1	13.73%	Reduced
414	KC Kepos Capital New York	$14.5M	+$669K	2	1.88%	Increased
415	RHBC R.H. Bluestein & Co Birmingham, Michigan	$14.4M	+$11.6M	2	0.81%	Increased
416	Bridgewater Associates Westport, Connecticut	$14.3M	-$8.61M	2	0.24%	Reduced
417	AustralianSuper Melbourne, Australia	$14.3M	+$14.3M	1	0.14%	New
418	LSCM Light Street Capital Management Palo Alto, California	$14.3M	-$149M	2	0.59%	Reduced
419	BCAM Boston Common Asset Management Boston, Massachusetts	$14.2M	+$10M	2	1.52%	Increased
420	DZ Bank Frankfurt Am Main, Germany	$14.1M	+$4.5M	4	0.04%	Increased
421	Twin Tree Management Dallas, Texas	$14M	+$8.48M	2	0.06%	Increased
422	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$14M	$0	1	1.08%	Maintained
423	Andra AP-fonden Goteborg, Sweden	$14M	+$4.28M	3	0.41%	Increased
424	Lido Advisors Los Angeles, California	$13.9M	-$1.13M	1	0.42%	Reduced
425	KPW Kore Private Wealth New York	$13.9M	+$2.77M	5	2.85%	Increased