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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
26	Goldman Sachs New York	$227M	+$200M	3	0.09%	New
27	Ameriprise Minneapolis, Minnesota	$219M	+$199M	3	0.15%	New
28	Norges Bank Oslo, Norway	$197M	+$165M	3	0.12%	New
29	SIG Senator Investment Group New York	$188M	+$173M	1	2.92%	New
30	Sanders Capital West Palm Beach, Florida	$185M	+$171M	1	2.52%	New
31	BlackRock Group London, United Kingdom	$176M	+$162M	3	0.13%	New
32	Primecap Management Pasadena, California	$174M	+$122M	1	0.25%	New
33	GC Greenlight Capital New York	$169M	+$156M	1	3.17%	New
34	Fidelity International Hamilton, Bermuda	$164M	+$151M	2	0.93%	New
35	American Century Companies Kansas City, Missouri	$162M	+$123M	3	0.21%	New
36	Zevenbergen Capital Investments Edmonds, Washington	$159M	+$111M	1	6.41%	New
37	Oaktree Capital Management Los Angeles, California	$152M	+$141M	1	3.09%	New
38	Coatue Management New York	$151M	+$122M	2	1.67%	New
39	Wells Fargo San Francisco, California	$149M	+$135M	4	0.08%	New
40	BlackRock Advisors Wilmington, Delaware	$146M	+$132M	4	0.15%	New
41	Wellington Management Group Boston, Massachusetts	$144M	+$131M	3	0.05%	New
42	Schroder Investment Management Group London, United Kingdom	$139M	+$128M	2	0.37%	New
43	Geode Capital Management Boston, Massachusetts	$136M	+$118M	4	0.12%	New
44	Capital World Investors Los Angeles, California	$134M	+$93.6M	1	0.04%	New
45	Bank of Montreal Toronto, Ontario, Canada	$131M	+$121M	4	0.23%	New
46	Putnam Investments Boston, Massachusetts	$127M	+$117M	3	0.37%	New
47	JP Morgan Chase New York	$126M	+$101M	3	0.04%	New
48	Lazard Asset Management New York	$125M	+$115M	3	0.3%	New
49	Teachers Advisors New York	$124M	+$112M	3	0.33%	New
50	EPCM Eton Park Capital Management New York	$124M	+$114M	1	2.38%	New