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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	A Atomvest Hong Kong	$38.3M	$0	1	34.6%	Maintained
452	SCP Sandhill Capital Partners Buffalo, New York	$38.2M	-$14.8M	2	3.18%	Reduced
453	CA Cornerstone Advisors Asheville, North Carolina	$38.1M	-$2.16M	1	1.68%	Reduced
454	Ethic Inc New York	$38.1M	+$163K	7	1.13%	Increased
455	OCM Ogborne Capital Management San Francisco, California	$38M	+$21.7M	2	11.61%	Increased
456	GTS Securities Miami, Florida	$37.5M	-$25.2M	9	0.06%	Reduced
457	WM WS Management Jacksonville, Florida	$37.4M	+$4.85M	1	2.22%	Increased
458	KCMH Keywise Capital Management (HK) Hong Kong	$37.4M	+$35.7M	1	6.14%	New
459	Capstone Investment Advisors New York	$37.4M	+$13.6M	6	0.11%	Increased
460	Fisher Asset Management Camas, Washington	$37.3M	-$7.02M	5	0.02%	Reduced
461	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$37.2M	-$22.6M	2	2.15%	Reduced
462	Brookstone Capital Management Wheaton, Illinois	$37M	+$2.47M	3	0.72%	Increased
463	Capital International Investors Los Angeles, California	$36.6M	-$22.9M	1	0.01%	Reduced
464	Regions Financial Corp Birmingham, Alabama	$36.4M	+$979K	2	0.3%	Increased
465	Verition Fund Management Greenwich, Connecticut	$36.1M	+$14.2M	11	0.28%	Increased
466	MAM Mark Asset Management New York	$36M	-$4.36M	2	4.71%	Reduced
467	SC Strategy Capital Los Altos, California	$35.9M	+$34.4M	1	3.91%	New
468	DSAM Dock Street Asset Management Palm Beach, Florida	$35.9M	+$216K	1	5.6%	Increased
469	Patient Capital Management Baltimore, Maryland	$35.8M	-$17.4M	1	1.9%	Reduced
470	Johnson Investment Counsel Cincinnati, Ohio	$35.7M	-$76.9K	2	0.42%	Reduced
471	OCAM Owl Creek Asset Management New York	$35.7M	-$27.6M	1	2.7%	Reduced
472	Jefferies Financial Group New York	$35.6M	+$19.8M	7	0.23%	Increased
473	IAMH IvyRock Asset Management (HK) Sheung Wan, Hong Kong	$35.6M	+$1.12M	1	17.73%	Increased
474	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$35.5M	-$12.9M	6	0.72%	Reduced
475	Advisory Services Network Atlanta, Georgia	$35.3M	+$4.44M	20	0.86%	Increased