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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	ASGS Alpha Square Group S New York	$37.4M	-$9.37M	1	37.92%	Reduced
452	Profund Advisors Bethesda, Maryland	$37.4M	-$6.92M	3	2.07%	Reduced
453	Scotia Capital Toronto, Ontario, Canada	$37.3M	+$756K	3	0.27%	Increased
454	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$37.3M	-$29.4M	2	0.16%	Reduced
455	New Mexico Educational Retirement Board Santa Fe, New Mexico	$37.2M	+$3.33M	2	1.6%	Increased
456	Crossmark Global Holdings Houston, Texas	$37.2M	+$792K	3	0.84%	Increased
457	Kayne Anderson Rudnick Investment Management Los Angeles, California	$37.2M	-$591K	4	0.11%	Reduced
458	SCM Spyglass Capital Management San Francisco, California	$37M	-$2.76M	1	2.9%	Reduced
459	HAM Honeycomb Asset Management New York	$36.8M	+$4.57M	1	8.65%	Increased
460	Ethic Inc New York	$36.6M	+$7.59M	6	1.29%	Increased
461	SAM Shell Asset Management The Hague, Netherlands	$36.3M	+$819K	3	1.5%	Increased
462	MAM Mark Asset Management New York	$36M	-$4.53M	2	6.51%	Reduced
463	Johnson Investment Counsel Cincinnati, Ohio	$36M	+$10.9K	2	0.46%	Increased
464	IAMH IvyRock Asset Management (HK) Sheung Wan, Hong Kong	$35.9M	-$13.8M	1	18.74%	Reduced
465	DSAM Dock Street Asset Management Palm Beach, Florida	$35.9M	+$230K	1	6.29%	Increased
466	TAM TFG Asset Management Grand Cayman, Cayman Islands	$35.8M	-$5.46M	1	6.54%	Reduced
467	Whittier Trust South Pasadena, California	$35.7M	+$809K	7	0.63%	Increased
468	SFA Source Financial Advisors New York	$35.4M	-$443K	2	11.95%	Reduced
469	BWP Balboa Wealth Partners Scottsdale, Arizona	$35.1M	-$1.51M	1	13.16%	Reduced
470	Tiedemann Advisors New York	$35M	+$2.12M	2	1.5%	Increased
471	TAMH Taikang Asset Management (HK) Hong Kong	$34.8M	$0	1	7.94%	Maintained
472	UM Ulysses Management New York	$34.6M	-$2.71M	1	3.19%	Reduced
473	Regions Financial Corp Birmingham, Alabama	$34.6M	+$2.98M	2	0.31%	Increased
474	Group One Trading Chicago, Illinois	$34.5M	-$151M	12	0.12%	Reduced
475	E. Ohman J:or Asset Management Stockholm, Sweden	$34.1M	+$51.4K	2	1.29%	Increased