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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	Vontobel Asset Management New York	$330M	+$301M	1	3.83%	New
27	Northern Trust Chicago, Illinois	$313M	+$2.65M	4	0.1%	Increased
28	BlackRock Fund Advisors San Francisco, California	$306M	+$11.1M	4	0.09%	Increased
29	Norges Bank Oslo, Norway	$302M	-$13.4M	3	0.17%	Reduced
30	Epoch Investment Partners New York	$298M	+$10.7M	1	1.26%	Increased
31	VOYA Investment Management Atlanta, Georgia	$297M	-$31.2M	2	0.69%	Reduced
32	Elliott Management New York	$293M	-$510M	1	6.66%	Reduced
33	Bank of America Charlotte, North Carolina	$282M	+$206M	4	0.1%	Increased
34	Invesco Atlanta, Georgia	$274M	+$2.57M	3	0.11%	Increased
35	BlackRock Group London, United Kingdom	$262M	-$30M	3	0.17%	Reduced
36	Allianz Asset Management Munich, Germany	$261M	-$74.9M	3	0.33%	Reduced
37	Russell Frank Company Seattle, Washington	$258M	-$24.7M	3	0.47%	Reduced
38	Sanders Capital West Palm Beach, Florida	$234M	+$13.2M	1	2.79%	Increased
39	American Century Companies Kansas City, Missouri	$234M	-$89M	2	0.28%	Reduced
40	Capital International Inc Los Angeles, California	$228M	+$342K	1	9.83%	Increased
41	Schroder Investment Management Group London, United Kingdom	$225M	+$67.5M	3	0.28%	Increased
42	SIG Senator Investment Group New York	$216M	+$17.4M	1	2.48%	Increased
43	Primecap Management Pasadena, California	$202M	-$9.21M	1	0.24%	Reduced
44	Geode Capital Management Boston, Massachusetts	$185M	+$8.47M	4	0.13%	Increased
45	William Blair & Company Chicago, Illinois	$182M	+$11.2M	3	0.3%	Increased
46	Zevenbergen Capital Investments Edmonds, Washington	$175M	-$4.36M	1	6.04%	Reduced
47	Capital Guardian Trust Los Angeles, California	$168M	+$44.4M	2	1.11%	Increased
48	Managed Account Advisors Jersey City, New Jersey	$168M	+$28.9M	3	0.23%	Increased
49	Putnam Investments Boston, Massachusetts	$167M	+$3.84M	3	0.4%	Increased
50	Capital World Investors Los Angeles, California	$165M	+$8.02M	2	0.05%	Increased