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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	Cambiar Investors Denver, Colorado	$100M	+$40.9M	3	4.65%	Increased
402	ABN AMRO Investment Solutions Paris Cedex 008,	$100M	+$35.6M	4	1.31%	Increased
403	HH HSG Holding Na, Hong Kong	$100M	+$104M	1	6.18%	New
404	TLA Tree Line Advisors Central, Hong Kong	$98.7M	$0	1	42.44%	Maintained
405	Lord, Abbett & Co Jersey City, New Jersey	$97.9M	-$159M	3	0.32%	Reduced
406	Walleye Capital New York	$97.4M	-$22.4M	13	0.41%	Reduced
407	Capital International Inc Los Angeles, California	$97.1M	-$554K	1	0.75%	Reduced
408	Evercore Wealth Management New York	$96.6M	+$5.13M	3	1.52%	Increased
409	Gulf International Bank (UK) London, United Kingdom	$95.7M	+$35.9M	5	2.14%	Increased
410	Generali Asset Management Trieste, Italy	$95.5M	-$2.45M	3	1.99%	Reduced
411	APG Asset Management Amsterdam, Netherlands	$93.6M	+$4.62M	4	0.3%	Increased
412	Capitolis Liquid Global Markets New York	$92.3M	-$21.5M	1	0.59%	Reduced
413	KCM Kensico Capital Management Greenwich, Connecticut	$91.8M	+$98.3M	1	1.88%	New
414	Equitable Holdings New York	$91.6M	+$15.5M	6	0.59%	Increased
415	HCS Himension Capital (Singapore) Singapore	$90.7M	+$20.9M	3	6.97%	Increased
416	iA Global Asset Management Quebec, Quebec, Canada	$90.2M	-$34.3M	2	1.28%	Reduced
417	J. Safra Sarasin Holding	$90.1M	+$5.77M	4	1.54%	Increased
418	CapitalatWork SA Auderghem,	$89.4M	+$32.4M	1	2.66%	Increased
419	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$87.7M	-$33M	3	0.61%	Reduced
420	TCW Group Los Angeles, California	$87.4M	-$13.1M	5	0.66%	Reduced
421	OIMU Osmosis Investment Management UK London, United Kingdom	$86.4M	-$14.5M	3	2.32%	Reduced
422	Williams Jones Wealth Management New York	$86.3M	-$4.55M	2	1.06%	Reduced
423	Voleon Capital Management Berkeley, California	$84.5M	+$7.08M	5	1.82%	Increased
424	Crossmark Global Holdings Houston, Texas	$84.3M	+$2.36M	4	1.25%	Increased
425	Raiffeisen Bank International Vienna, Austria	$84.2M	+$5.56M	6	1.21%	Increased