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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
451	MVPGP Magma Venture Partners General Partner Tel Aviv, Israel	$30M	$0	1	37.6%	Maintained
452	Hood River Capital Management Palm Beach Gardens, Florida	$29.9M	+$25.3M	1	0.97%	New
453	Johnson Investment Counsel Cincinnati, Ohio	$29.5M	+$808K	1	0.39%	Increased
454	Oppenheimer & Co New York	$29M	+$1.01M	7	0.61%	Increased
455	Exencial Wealth Advisors Oklahoma City, Oklahoma	$28.9M	-$3.64M	1	1.5%	Reduced
456	TAMH Taikang Asset Management (HK) Hong Kong	$28.8M	-$209K	1	5.22%	Reduced
457	Washington Trust Westerly, Rhode Island	$28.8M	+$1.82M	5	1.3%	Increased
458	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$28.7M	-$50.8K	2	0.95%	Reduced
459	MUFG Securities EMEA London, United Kingdom	$28.5M	+$3.26M	2	0.49%	Increased
460	SI SCP Investment Orinda, California	$28.5M	-$4M	1	27.65%	Reduced
461	MAM Mark Asset Management New York	$28.3M	-$7.78M	2	5.17%	Reduced
462	UM Ulysses Management New York	$28.1M	-$8.42M	1	5.8%	Reduced
463	Wolverine Trading Chicago, Illinois	$28.1M	+$349K	10	0.04%	Increased
464	Crossmark Global Holdings Houston, Texas	$28M	+$42.6K	3	0.66%	Increased
465	A Atomvest Hong Kong	$28M	$0	1	24.91%	Maintained
466	Carson Wealth (CWM LLC) Omaha, Nebraska	$27.8M	+$4.2M	17	0.19%	Increased
467	TC Tsai Capital New York	$27.7M	+$1.64M	1	29.17%	Increased
468	SPWM Straight Path Wealth Management Jenison, Michigan	$27.3M	+$515K	1	21.73%	Increased
469	Adams Diversified Equity Fund Baltimore, Maryland	$27.3M	$0	1	1.22%	Maintained
470	LFDLE La Financiere de L'Echiquier Paris, France	$27.3M	-$4.8M	1	1.43%	Reduced
471	New Mexico Educational Retirement Board Santa Fe, New Mexico	$27.2M	-$742K	2	1.37%	Reduced
472	BM Bridger Management New York	$27.1M	-$12.4M	1	10.08%	Reduced
473	VanEck Associates New York	$26.9M	-$1.02M	8	0.06%	Reduced
474	Kayne Anderson Rudnick Investment Management Los Angeles, California	$26.9M	+$1.32M	4	0.08%	Increased
475	Exchange Traded Concepts Oklahoma City, Oklahoma	$26.7M	+$668K	6	0.73%	Increased