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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	TIAA CREF Investment Management New York	$328M	-$104M	2	0.24%	Reduced
27	Bank of New York Mellon New York	$314M	-$139M	4	0.09%	Reduced
28	Franklin Resources San Mateo, California	$304M	+$4.23M	3	0.16%	Increased
29	WCM Investment Management Laguna Beach, California	$283M	+$7.61M	1	3.42%	Increased
30	Wells Fargo San Francisco, California	$272M	-$22.9M	4	0.1%	Reduced
31	JPCCM J&P (China) Capital Management Hong Kong, China	$261M	+$6.64M	1	78.14%	Increased
32	Davis Selected Advisers Tucson, Arizona	$258M	-$564K	1	1.13%	Reduced
33	Primecap Management Pasadena, California	$250M	+$29.3M	1	0.25%	Increased
34	Bank of America Charlotte, North Carolina	$243M	-$74.1M	4	0.05%	Reduced
35	Artisan Partners Milwaukee, Wisconsin	$243M	-$220M	2	0.5%	Reduced
36	Goldman Sachs New York	$239M	-$5.67M	3	0.07%	Reduced
37	Russell Investments Group London, United Kingdom	$225M	+$221M	3	0.44%	New
38	Deutsche Bank Frankfurt Am Main Ge, Germany	$219M	-$41.7M	4	0.18%	Reduced
39	SIG Senator Investment Group New York	$219M	-$80M	1	3.32%	Reduced
40	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$219M	-$1.29M	3	0.46%	Reduced
41	Generation Investment Management London, United Kingdom	$218M	+$217M	1	2.5%	New
42	Allianz Asset Management Munich, Germany	$216M	+$25.4M	3	0.19%	Increased
43	Legal & General Group London, United Kingdom	$197M	+$104M	3	0.18%	Increased
44	UBS AM Chicago, Illinois	$175M	-$264K	2	0.2%	Reduced
45	Thornburg Investment Management Santa Fe, New Mexico	$165M	+$52.8M	2	1.27%	Increased
46	New York State Common Retirement Fund Albany, New York	$164M	+$21.5M	3	0.23%	Increased
47	Janus Henderson Investors US Denver, Colorado	$156M	-$17.5M	3	0.13%	Reduced
48	Capital Research Global Investors Los Angeles, California	$155M	-$168M	2	0.05%	Reduced
49	GGHC Gilder Gagnon Howe & Co New York	$151M	-$12.2M	1	2.99%	Reduced
50	Ameriprise Minneapolis, Minnesota	$145M	-$254M	3	0.08%	Reduced