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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	Scotia Capital Toronto, Ontario, Canada	$36.6M	+$5.46M	3	0.25%	Increased
452	Whittier Trust South Pasadena, California	$36.5M	-$3.44M	7	0.63%	Reduced
453	TAMH Taikang Asset Management (HK) Hong Kong	$36.4M	$0	1	8.48%	Maintained
454	Perigon Wealth Management San Francisco, California	$36M	+$18.3M	4	1.42%	Increased
455	SCM Spyglass Capital Management San Francisco, California	$36M	-$3.04M	1	2.6%	Reduced
456	TD Waterhouse Canada Toronto, Ontario, Canada	$35.6M	+$401K	12	0.35%	Increased
457	Kayne Anderson Rudnick Investment Management Los Angeles, California	$35.6M	-$853K	4	0.1%	Reduced
458	New Mexico Educational Retirement Board Santa Fe, New Mexico	$35.6M	+$1.37M	2	1.56%	Increased
459	E. Ohman J:or Asset Management Stockholm, Sweden	$35.5M	+$2.3M	2	1.28%	Increased
460	Alphabet Inc Mountain View, California	$35.5M	$0	1	1.91%	Maintained
461	CC Criteria Caixa Barcelona, Spain	$35.2M	+$1.58M	1	4.2%	Increased
462	LFDLE La Financiere de L'Echiquier Paris, France	$35.2M	+$579K	1	1.76%	Increased
463	TC Tsai Capital New York	$35.1M	+$77.8K	1	31.83%	Increased
464	YCM Yiheng Capital Management San Francisco, California	$35.1M	+$12.4M	1	1.9%	Increased
465	UM Ulysses Management New York	$35M	-$2.79M	1	3.21%	Reduced
466	Jericho Capital Asset Management New York	$34.9M	+$35M	1	1.37%	New
467	ICM Invenomic Capital Management Boston, Massachusetts	$34.8M	+$18.3M	1	1.77%	Increased
468	SPWM Straight Path Wealth Management Jenison, Michigan	$34.5M	-$10.6K	1	23.66%	Reduced
469	BM Bridger Management New York	$34.3M	-$2.27M	1	11.38%	Reduced
470	TA Trivest Advisors Hong Kong	$34.3M	+$19.2M	1	1.18%	Increased
471	Metis Global Partners San Diego, California	$34.3M	+$1.59M	4	1.85%	Increased
472	Liontrust Investment Partners London, United Kingdom	$34.2M	+$17.6M	3	0.49%	Increased
473	Hood River Capital Management Palm Beach Gardens, Florida	$34M	+$7.06M	1	1.01%	Increased
474	SCH Sylebra Capital (HK) Hong Kong	$33.9M	$0	1	1.39%	Maintained
475	SFA Source Financial Advisors New York	$33.7M	-$9.48M	2	11.06%	Reduced