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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	Vinva Investment Management Sydney, Australia	$68.8M	+$9.21M	4	2.62%	Increased
452	ExodusPoint Capital Management New York	$68.6M	-$40.7M	6	0.47%	Reduced
453	Robeco Schweiz Zurich, Switzerland	$68.6M	-$31.9M	3	1.47%	Reduced
454	TCCM Two Creeks Capital Management New York	$68.5M	+$81M	1	4.17%	New
455	Maryland State Retirement & Pension System Baltimore, Maryland	$68.3M	-$3.78M	4	1.47%	Reduced
456	SAM Securian Asset Management St Paul, Minnesota	$68.2M	-$1.43M	3	1.99%	Reduced
457	Groupama Asset Management Paris, France	$68M	+$1.98M	1	1.37%	Increased
458	Adams Diversified Equity Fund Baltimore, Maryland	$67.8M	$0	2	2.57%	Maintained
459	Aptus Capital Advisors Fairhope, Alabama	$67.8M	+$13.9M	6	0.71%	Increased
460	Bowen Hanes & Co Ponte Vedra Beach, Florida	$67.8M	+$54M	1	1.82%	New
461	Capricorn Investment Group Palo Alto, California	$67.8M	-$9.14M	1	12.72%	Reduced
462	Profund Advisors Bethesda, Maryland	$67.6M	-$2.51M	5	2.47%	Reduced
463	HMP HS Management Partners New York	$67.5M	+$47.9M	1	4.64%	Increased
464	Brookstone Capital Management Wheaton, Illinois	$67.4M	-$4.44M	3	0.98%	Reduced
465	Huntington National Bank Columbus, Ohio	$67.3M	-$9.31M	6	0.48%	Reduced
466	Tudor Investment Corp Stamford, Connecticut	$67.3M	+$19.2M	6	0.26%	Increased
467	Sterling Capital Management Charlotte, North Carolina	$66.7M	+$2.32M	10	0.91%	Increased
468	MGCM Mane Global Capital Management New York	$66.5M	+$53.2M	2	3.04%	Increased
469	SteelPeak Wealth Woodland Hills, California	$66.1M	-$12M	2	2.68%	Reduced
470	SCM Suvretta Capital Management New York	$66.1M	-$9.72M	1	2.25%	Reduced
471	AO Allen Operations New York	$65.4M	$0	1	10.37%	Maintained
472	Clal Insurance Tel-Aviv, Israel	$65.3M	+$51.1M	2	0.59%	Increased
473	Altshuler Shaham Tel Aviv, Israel	$65.2M	+$71.3M	4	2.21%	Increased
474	MFAM Motley Fool Asset Management Alexandria, Virginia	$65M	+$6.64M	2	3.39%	Increased
475	SC Strategy Capital Los Altos, California	$64.4M	-$1.76M	1	5.24%	Reduced