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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	Invesco Atlanta, Georgia	$342M	+$193M	3	0.15%	Increased
27	Northern Trust Chicago, Illinois	$327M	+$21.9M	4	0.12%	Increased
28	Norges Bank Oslo, Norway	$324M	+$42M	3	0.19%	Increased
29	VOYA Investment Management Atlanta, Georgia	$322M	-$43.1M	2	0.8%	Reduced
30	BlackRock Fund Advisors San Francisco, California	$313M	+$7.96M	4	0.11%	Increased
31	Wells Fargo San Francisco, California	$311M	+$123M	4	0.15%	Increased
32	BlackRock Group London, United Kingdom	$289M	+$57.2M	3	0.19%	Increased
33	Epoch Investment Partners New York	$278M	+$133M	1	1.24%	Increased
34	Russell Frank Company Seattle, Washington	$276M	-$38.6M	3	0.49%	Reduced
35	Primecap Management Pasadena, California	$271M	-$32.7M	1	0.36%	Reduced
36	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$259M	+$189M	1	9.86%	Increased
37	BlackRock Advisors Wilmington, Delaware	$253M	+$58.3M	4	0.25%	Increased
38	Zevenbergen Capital Investments Edmonds, Washington	$231M	-$42.1M	1	7.8%	Reduced
39	SPC Silver Point Capital Greenwich, Connecticut	$230M	-$84.7M	1	22.12%	Reduced
40	Sanders Capital West Palm Beach, Florida	$214M	+$856K	1	2.94%	Increased
41	Jennison Associates New York	$208M	+$144M	1	0.22%	Increased
42	Susquehanna International Group Bala Cynwyd, Pennsylvania	$208M	+$55.1M	4	0.11%	Increased
43	GC Greenlight Capital New York	$195M	$0	1	3.22%	Maintained
44	SIG Senator Investment Group New York	$193M	-$22.2M	1	2.78%	Reduced
45	Capital International Inc Los Angeles, California	$192M	+$39.7M	1	8.52%	Increased
46	Geode Capital Management Boston, Massachusetts	$189M	+$8.86M	4	0.15%	Increased
47	Capital World Investors Los Angeles, California	$177M	-$42.8M	2	0.05%	Reduced
48	Oaktree Capital Management Los Angeles, California	$175M	$0	1	3.37%	Maintained
49	Pzena Investment Management New York	$174M	-$238M	1	1.12%	Reduced
50	GGHC Gilder Gagnon Howe & Co New York	$169M	-$7.98M	2	2.64%	Reduced