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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	Primecap Management Pasadena, California	$320M	-$1.34M	1	0.34%	Reduced
27	Goldman Sachs New York	$306M	-$48.3M	4	0.1%	Reduced
28	ACM Andor Capital Management Rye Brook, New York	$303M	$0	1	14.1%	Maintained
29	BlackRock Group London, United Kingdom	$293M	-$4.6M	3	0.17%	Reduced
30	Vontobel Asset Management New York	$291M	+$4.65M	1	2.27%	Increased
31	Allianz Asset Management Munich, Germany	$290M	-$19.9M	3	0.35%	Reduced
32	BlackRock Fund Advisors San Francisco, California	$284M	+$22M	3	0.08%	Increased
33	BAMCO Inc New York	$257M	+$45.2M	2	1.06%	Increased
34	SIG Senator Investment Group New York	$251M	+$6.85M	1	2.63%	Increased
35	Geode Capital Management Boston, Massachusetts	$249M	+$23.7M	4	0.16%	Increased
36	Sanders Capital West Palm Beach, Florida	$248M	+$6.77M	1	2.65%	Increased
37	BRC Blue Ridge Capital New York	$247M	+$89.7M	1	2.93%	Increased
38	Russell Frank Company Seattle, Washington	$247M	+$15M	3	0.44%	Increased
39	Wellington Management Group Boston, Massachusetts	$245M	+$135M	3	0.07%	Increased
40	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$230M	$0	1	3.75%	Maintained
41	Managed Account Advisors Jersey City, New Jersey	$222M	+$2.6M	3	0.25%	Increased
42	Fred Alger Management New York	$203M	-$11.5M	3	0.99%	Reduced
43	Citadel Advisors Miami, Florida	$197M	+$35.6M	4	0.21%	Increased
44	Neuberger Berman Group New York	$194M	-$38.6M	2	0.2%	Reduced
45	American Century Companies Kansas City, Missouri	$165M	-$53.7M	3	0.19%	Reduced
46	Deutsche Bank Frankfurt Am Main Ge, Germany	$164M	-$128M	3	0.1%	Reduced
47	Zevenbergen Capital Investments Edmonds, Washington	$163M	-$41.3M	1	6.95%	Reduced
48	Thornburg Investment Management Santa Fe, New Mexico	$160M	-$15.9M	2	0.72%	Reduced
49	Two Sigma Investments New York	$158M	+$114M	2	0.7%	Increased
50	Schroder Investment Management Group London, United Kingdom	$156M	-$24.8M	3	0.21%	Reduced