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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	Castleark Management Chicago, Illinois	$33.3M	-$1.45M	2	1.78%	Reduced
427	SC US (TTGP) Menlo Park, California	$33.2M	$0	3	0.39%	Maintained
428	New Mexico Educational Retirement Board Santa Fe, New Mexico	$32.6M	-$1.95M	2	1.57%	Reduced
429	AEGON Asset Management (UK) Edinburgh, United Kingdom	$32.5M	-$774K	2	0.61%	Reduced
430	Vanguard Personalized Indexing Management Oakland, California	$32.3M	+$10.2M	6	1.5%	Increased
431	MVP Miller Value Partners Sarasota, Florida	$32.3M	+$6.11M	1	1.64%	Increased
432	DCI Data Collective IV Palo Alto, California	$32.2M	$0	1	26.59%	Maintained
433	VIP Vantage Investment Partners Kansas City, Missouri	$32.2M	$0	1	2.57%	Maintained
434	TAMH Taikang Asset Management (HK) Hong Kong	$31.8M	$0	2	6.16%	Maintained
435	UVM Upfront Ventures Management Santa Monica, California	$31.6M	$0	1	79.51%	Maintained
436	TCM Tran Capital Management San Rafael, California	$31.5M	+$122K	1	3.6%	Increased
437	Cambiar Investors Denver, Colorado	$31.4M	+$3.55M	1	1.4%	Increased
438	Johnson Investment Counsel Cincinnati, Ohio	$31.3M	+$2.3M	1	0.44%	Increased
439	NewEdge Advisors New Orleans, Louisiana	$31.1M	+$2.84M	6	0.52%	Increased
440	VanEck Associates New York	$31M	+$561K	7	0.08%	Increased
441	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$30.9M	-$26.5M	2	3.3%	Reduced
442	Driehaus Capital Management Chicago, Illinois	$30.6M	+$24.8M	1	0.5%	New
443	SG Americas Securities New York	$30.5M	-$66.5M	15	0.32%	Reduced
444	SP Solel Partners Boston, Massachusetts	$30.3M	+$3.84M	1	5.59%	Increased
445	Crossmark Global Holdings Houston, Texas	$30.3M	+$153K	2	0.79%	Increased
446	Old Mission Capital Chicago, Illinois	$30.3M	+$24.2M	1	0.85%	Increased
447	Oppenheimer & Co New York	$30.1M	-$92.2K	6	0.65%	Reduced
448	HA HHLR Advisors Grand Cayman, Cayman Islands	$29.9M	-$83.4M	2	0.64%	Reduced
449	Abeille Asset Management France	$29.7M	+$13.8M	1	1.05%	Increased
450	VCM Valiant Capital Management San Francisco, California	$29.6M	$0	1	2.97%	Maintained