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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	Elo Mutual Pension Insurance Espoo, Finland	$43.4M	+$32.4M	3	1.44%	New
402	MPEM Marathon Partners Equity Management New York	$43.4M	-$2.58M	1	19.04%	Reduced
403	Hosking Partners London, United Kingdom	$43.3M	-$1.29M	2	1.12%	Reduced
404	XEA XN Exponent Advisors New York	$43.2M	+$38M	1	2.82%	New
405	SRFM Shannon River Fund Management New York	$43M	+$37.8M	1	4.04%	New
406	SCP Sandhill Capital Partners Buffalo, New York	$43M	-$126K	1	3.93%	Reduced
407	RG Redmile Group San Francisco, California	$42.5M	+$37.4M	1	0.51%	New
408	M&T Bank Buffalo, New York	$42.2M	+$1.36M	6	0.19%	Increased
409	Jefferies Group New York	$41.7M	-$18.6M	6	0.33%	Reduced
410	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$41.5M	+$15.7M	3	7.11%	Increased
411	Frontier Capital Management Boston, Massachusetts	$41.4M	+$19.1M	1	0.31%	Increased
412	Capital International Sarl Los Angeles, California	$41.2M	+$421K	4	4.3%	Increased
413	Achmea Investment Management Zeist, Netherlands	$40.8M	+$3.18M	3	1.47%	Increased
414	BAPIM British Airways Pensions Investment Management London, United Kingdom	$40.5M	+$15.6M	2	1.57%	Increased
415	CM Cartica Management Washington, District of Columbia	$40.3M	+$37M	1	11.08%	New
416	ALPS Advisors Denver, Colorado	$40M	+$5.92M	1	0.45%	Increased
417	RHBC R.H. Bluestein & Co Birmingham, Michigan	$39.1M	+$8.98M	4	1.74%	Increased
418	Cetera Investment Advisers Schaumburg, Illinois	$39M	+$18.7M	7	0.77%	Increased
419	Oppenheimer & Co New York	$38.9M	+$6.12M	6	0.82%	Increased
420	ACL APEIRON Capital Ltd Hong Kong	$38.8M	+$28.2M	1	18.7%	New
421	Amalgamated Bank New York	$38.5M	+$3.47M	3	1.46%	Increased
422	ExodusPoint Capital Management New York	$38.3M	+$1.43M	9	0.37%	Increased
423	Mackenzie Financial Toronto Ontario, Ontario, Canada	$38.1M	+$12.6M	4	0.08%	Increased
424	Employees Provident Fund Board Shah Alam, Malaysia	$37.9M	-$5.45M	1	0.64%	Reduced
425	1832 Asset Management Toronto, Ontario, Canada	$37.7M	-$38.1M	3	0.09%	Reduced