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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	Deutsche Bank Frankfurt Am Main Ge, Germany	$355M	+$163M	4	0.25%	Increased
27	Invesco Atlanta, Georgia	$351M	+$23M	3	0.13%	Increased
28	Ameriprise Minneapolis, Minnesota	$346M	-$441M	3	0.2%	Reduced
29	BAMCO Inc New York	$335M	+$14.3M	2	1.78%	Increased
30	SIG Senator Investment Group New York	$313M	-$14M	1	5.01%	Reduced
31	Wells Fargo San Francisco, California	$311M	-$33.2M	4	0.12%	Reduced
32	Geode Capital Management Boston, Massachusetts	$306M	+$19.7M	4	0.17%	Increased
33	AllianceBernstein Nashville, Tennessee	$301M	+$81.7M	3	0.26%	Increased
34	Sanders Capital West Palm Beach, Florida	$300M	+$23.6M	1	2.49%	Increased
35	Franklin Resources San Mateo, California	$299M	+$56.7M	3	0.16%	Increased
36	WCM Investment Management Laguna Beach, California	$290M	+$13.4M	1	4.63%	Increased
37	Fred Alger Management New York	$277M	+$96.5M	3	1.47%	Increased
38	Thornburg Investment Management Santa Fe, New Mexico	$265M	+$37.7M	2	2.05%	Increased
39	Bank of America Charlotte, North Carolina	$265M	-$86M	4	0.06%	Reduced
40	Janus Henderson Investors US Denver, Colorado	$233M	-$80.5M	3	0.2%	Reduced
41	Primecap Management Pasadena, California	$230M	-$9.2M	1	0.24%	Reduced
42	Emerald Acquisition Seattle, Washington	$222M	+$236M	3	0.39%	New
43	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$211M	+$10.8M	3	0.46%	Increased
44	JPCCM J&P (China) Capital Management Hong Kong, China	$199M	$0	1	64.28%	Maintained
45	GGHC Gilder Gagnon Howe & Co New York	$172M	+$35.8M	1	3.41%	Increased
46	HCM Highfields Capital Management Boston, Massachusetts	$170M	+$139M	1	1.48%	Increased
47	Comgest Global Investors Paris, France	$164M	-$25.6M	1	5%	Reduced
48	GE General Electric Evendale, Ohio	$156M	+$17.4M	2	0.81%	Increased
49	Credit Suisse Zurich, Switzerland	$153M	-$88.6M	3	0.17%	Reduced
50	TCM Tran Capital Management San Rafael, California	$151M	-$19.5M	1	5.13%	Reduced