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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	AG Alibaba Group Causeway Bay, Hong Kong	$48.7M	$0	1	37.41%	Maintained
402	AlTi Global New York	$48.2M	+$219K	3	1.3%	Increased
403	SFA Source Financial Advisors New York	$48M	+$13.3K	2	14.77%	Increased
404	PFM Privium Fund Management Amsterdam, Netherlands	$47.4M	+$7.69M	1	12.09%	Increased
405	Quadrature Capital London, United Kingdom	$47.3M	-$232M	5	0.79%	Reduced
406	Maple Rock Capital Partners Toronto, Ontario, Canada	$47.2M	+$10.1M	1	1.6%	Increased
407	NC Nightview Capital Austin, Texas	$47M	-$3.05M	1	46.18%	Reduced
408	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$46.1M	-$212K	3	1.58%	Reduced
409	KOC Koss-Olinger Consulting Gainesville, Florida	$46.1M	+$40.7M	1	4.26%	New
410	IP Interval Partners New York	$46M	+$42.1M	2	1%	Increased
411	TCA Teewinot Capital Advisers New York	$45.8M	-$9.39M	1	4.52%	Reduced
412	National Philanthropic Trust Jenkintown, Pennsylvania	$45.8M	-$5.45M	4	0.87%	Reduced
413	Scotia Capital Toronto, Ontario, Canada	$45.4M	+$557K	4	0.27%	Increased
414	NSGL No Street GP LP San Francisco, California	$45.4M	+$12.2M	1	2.79%	Increased
415	Gratus Capital Atlanta, Georgia	$45.4M	-$3.88M	2	1.82%	Reduced
416	EULAV Asset Management Sarasota, Florida	$45.4M	-$4.63M	3	1.23%	Reduced
417	QCI Quaker Capital Investments Mount Lebanon, Pennsylvania	$45.2M	-$6.32M	1	14.88%	Reduced
418	Vident Advisory Alpharetta, Georgia	$45.1M	+$30.1M	6	1.25%	Increased
419	FACM Forest Avenue Capital Management Miami, Florida	$44.8M	+$42.9M	1	6.21%	New
420	LOF Lightspeed Opportunity Fund Menlo Park, California	$44.8M	$0	1	100%	Maintained
421	OMERS Administration Corp Toronto, Ontario, Canada	$44.5M	+$28.9M	4	0.43%	Increased
422	NEOS Investment Management Westport, Connecticut	$43.6M	+$11.9M	3	1.8%	Increased
423	Riverbridge Partners Minneapolis, Minnesota	$43.6M	+$38.5M	1	0.59%	New
424	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$43.4M	+$1.82M	3	2.47%	Increased
425	Capitolis Liquid Global Markets New York	$43.2M	+$18.8M	1	0.53%	Increased