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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	JC Joho Capital New York	$72.3M	$0	1	12.48%	Maintained
402	Generali Asset Management Trieste, Italy	$72M	+$8.35M	3	1.78%	Increased
403	ABN AMRO Bank Amsterdam, Netherlands	$71.3M	+$4.16M	1	0.99%	Increased
404	Qube Research & Technologies (QRT) London, United Kingdom	$71.2M	-$791M	7	0.08%	Reduced
405	Cambiar Investors Denver, Colorado	$70.6M	+$1.77M	1	2.99%	Increased
406	Raiffeisen Bank International Vienna, Austria	$69.9M	+$10.8M	6	1.11%	Increased
407	AO Allen Operations New York	$69.8M	$0	1	11.49%	Maintained
408	AE Wealth Management Topeka, Kansas	$69.1M	+$6.41M	5	0.58%	Increased
409	Signature Estate & Investment Advisors Los Angeles, California	$68.7M	-$4.59M	2	1.81%	Reduced
410	PCM Primavera Capital Management George Town, Cayman Islands	$68.5M	$0	1	9.59%	Maintained
411	AV Aspiring Ventures Cincinnati, Ohio	$68.3M	+$22.9M	1	37.99%	Increased
412	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$68.1M	-$46.7M	2	0.77%	Reduced
413	Oversea-Chinese Banking Corp (OCBC) Singapore	$67.8M	+$160K	3	1.93%	Increased
414	ACM Alua Capital Management New York	$67.6M	-$36M	1	5.28%	Reduced
415	LGT Group Foundation Vaduz, Liechtenstein	$67.5M	+$16.3M	2	0.93%	Increased
416	Carlyle Group Washington, District of Columbia	$67.3M	$0	2	1.77%	Maintained
417	TCG Tremblant Capital Group West Palm Beach, Florida	$67.1M	-$36.3M	2	7.54%	Reduced
418	Capital International Inc Los Angeles, California	$65.9M	-$7.68M	2	0.8%	Reduced
419	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$65.5M	-$8.98M	2	2.94%	Reduced
420	Shelton Capital Management Denver, Colorado	$65M	+$2.8M	2	1.55%	Increased
421	Harvard Management Company Boston, Massachusetts	$64.5M	+$55.6M	1	5.71%	Increased
422	Tocqueville Asset Management New York	$64M	+$58.1M	3	1.05%	Increased
423	Ethic Inc New York	$62.5M	+$3.36M	7	1.27%	Increased
424	TCTC Holdings Dallas, Texas	$62M	+$109K	4	2.18%	Increased
425	Metis Global Partners San Diego, California	$62M	+$8.06M	4	1.74%	Increased