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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	Northern Trust Chicago, Illinois	$389M	-$1.85M	4	0.13%	Reduced
27	BlackRock Group London, United Kingdom	$379M	-$8.31M	3	0.2%	Reduced
28	Lazard Asset Management New York	$371M	+$124M	2	0.81%	Increased
29	Janus Henderson Investors US Denver, Colorado	$359M	+$9.2M	2	0.31%	Increased
30	Wells Fargo San Francisco, California	$358M	-$128M	4	0.14%	Reduced
31	BAMCO Inc New York	$339M	+$2.58M	2	1.8%	Increased
32	Invesco Atlanta, Georgia	$338M	-$16.5M	3	0.14%	Reduced
33	Sanders Capital West Palm Beach, Florida	$334M	+$11.7M	1	2.88%	Increased
34	Geode Capital Management Boston, Massachusetts	$328M	+$14.3M	4	0.17%	Increased
35	Thornburg Investment Management Santa Fe, New Mexico	$277M	+$88.1M	1	1.85%	Increased
36	AllianceBernstein Nashville, Tennessee	$268M	+$134M	3	0.23%	Increased
37	Primecap Management Pasadena, California	$258M	-$3.03M	1	0.27%	Reduced
38	Franklin Resources San Mateo, California	$256M	+$71.9M	3	0.14%	Increased
39	Winslow Capital Management Minneapolis, Minnesota	$243M	-$212M	1	0.95%	Reduced
40	Credit Suisse Zurich, Switzerland	$242M	-$93M	4	0.29%	Reduced
41	Russell Frank Company Seattle, Washington	$233M	+$21.4M	3	0.41%	Increased
42	Fred Alger Management New York	$224M	-$63.4M	2	1.13%	Reduced
43	Deutsche Bank Frankfurt Am Main Ge, Germany	$222M	-$56.4M	4	0.17%	Reduced
44	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$216M	+$15.9M	3	0.49%	Increased
45	JPCCM J&P (China) Capital Management Hong Kong, China	$216M	-$7.31M	1	60.39%	Reduced
46	TCM Tran Capital Management San Rafael, California	$202M	+$27.4M	1	6.13%	Increased
47	WCM Investment Management Laguna Beach, California	$193M	+$11.4M	1	3%	Increased
48	BlackRock Advisors Wilmington, Delaware	$172M	-$59.9M	3	0.18%	Reduced
49	GE General Electric Evendale, Ohio	$164M	+$62.8M	2	0.84%	Increased
50	Teachers Advisors New York	$157M	-$20M	2	0.29%	Reduced