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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
426	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$117M	+$6.22M	5	1.26%	Increased
427	TCG Tremblant Capital Group West Palm Beach, Florida	$116M	-$71.4M	2	3.33%	Reduced
428	Norinchukin Bank Tokyo, Japan	$116M	+$2.52M	4	1.13%	Increased
429	Cambiar Investors Denver, Colorado	$114M	+$16.2M	3	4.94%	Increased
430	Steward Partners Investment Advisory New York	$114M	-$80.1M	14	0.58%	Reduced
431	Qube Research & Technologies (QRT) London, United Kingdom	$113M	-$41.5M	4	0.11%	Reduced
432	Voleon Capital Management Berkeley, California	$113M	+$1.84M	4	2.06%	Increased
433	DSM Capital Partners Palm Beach Gardens, Florida	$113M	-$45.7M	1	1.93%	Reduced
434	Avanza Fonder Stockholm, Sweden	$109M	+$13.1M	3	2.37%	Increased
435	Ethic Inc New York	$108M	+$22.7M	7	1.35%	Increased
436	Gulf International Bank (UK) London, United Kingdom	$108M	-$1.18M	5	2.13%	Reduced
437	Generali Asset Management Trieste, Italy	$107M	-$76.2K	3	1.93%	Reduced
438	SEP Soma Equity Partners San Francisco, California	$105M	-$21.4M	2	7.35%	Reduced
439	XN LP New York	$105M	+$94.5M	1	2.77%	New
440	Mizuho Securities USA New York	$105M	+$22.8M	3	1.7%	Increased
441	Liontrust Investment Partners London, United Kingdom	$105M	+$55.5M	5	1.54%	Increased
442	CloudAlpha Capital Management Hong Kong	$105M	+$67.6M	2	2.98%	Increased
443	Atreides Management Boston, Massachusetts	$104M	+$1.59M	2	0.72%	Increased
444	CPX Canaan Partners XI Menlo Park, California	$103M	$0	1	81.17%	Maintained
445	Jefferies Financial Group New York	$103M	+$53.5M	8	0.68%	Increased
446	iA Global Asset Management Quebec, Quebec, Canada	$103M	+$358K	4	1.23%	Increased
447	J. Safra Sarasin Holding	$102M	+$5.97M	10	1.46%	Increased
448	Evercore Wealth Management New York	$101M	+$2.73M	2	1.43%	Increased
449	Oppenheimer & Co New York	$99.7M	+$7.33M	10	1.06%	Increased
450	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$98.7M	+$35.1M	2	0.78%	Increased