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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	BlackRock Group London, United Kingdom	$425M	-$31.4M	3	0.23%	Reduced
27	Goldman Sachs New York	$397M	+$46.9M	4	0.12%	Increased
28	Janus Henderson Investors US Denver, Colorado	$391M	+$1.53M	3	0.33%	Increased
29	Invesco Atlanta, Georgia	$376M	+$12.9M	3	0.15%	Increased
30	Credit Suisse Zurich, Switzerland	$370M	+$194M	3	0.42%	Increased
31	Sanders Capital West Palm Beach, Florida	$367M	+$18.7M	1	3.36%	Increased
32	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$360M	-$424M	1	0.54%	Reduced
33	BAMCO Inc New York	$352M	+$42.9M	1	1.63%	Increased
34	Geode Capital Management Boston, Massachusetts	$344M	+$10.3M	4	0.2%	Increased
35	Fred Alger Management New York	$334M	+$31M	2	1.63%	Increased
36	Deutsche Bank Frankfurt Am Main Ge, Germany	$310M	+$35.8M	4	0.21%	Increased
37	SIG Senator Investment Group New York	$278M	-$40.6M	1	3.47%	Reduced
38	Waddell & Reed Financial Overland Park, Kansas	$276M	-$280M	2	0.45%	Reduced
39	Primecap Management Pasadena, California	$273M	-$2.33M	1	0.28%	Reduced
40	BlackRock Advisors Wilmington, Delaware	$271M	-$4.8M	3	0.29%	Reduced
41	Lazard Asset Management New York	$259M	+$188M	2	0.59%	Increased
42	ACM Andor Capital Management Rye Brook, New York	$240M	$0	1	34.19%	Maintained
43	JPCCM J&P (China) Capital Management Hong Kong, China	$234M	$0	1	51.42%	Maintained
44	Russell Frank Company Seattle, Washington	$234M	-$30.1M	3	0.41%	Reduced
45	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$211M	+$38.1M	3	0.48%	Increased
46	OppenheimerFunds New York	$210M	-$140M	2	0.27%	Reduced
47	Thornburg Investment Management Santa Fe, New Mexico	$206M	-$116M	1	1.31%	Reduced
48	Teachers Advisors New York	$200M	-$12.3M	2	0.37%	Reduced
49	TCM Tran Capital Management San Rafael, California	$197M	+$192M	1	5.28%	New
50	Franklin Resources San Mateo, California	$195M	+$85.9M	3	0.1%	Increased