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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	AllianceBernstein Nashville, Tennessee	$378M	-$36.3M	2	0.3%	Reduced
27	Primecap Management Pasadena, California	$338M	+$12.1M	1	0.31%	Increased
28	WCM Investment Management Laguna Beach, California	$325M	+$16.7M	1	3.51%	Increased
29	Wells Fargo San Francisco, California	$317M	-$3.83M	4	0.1%	Reduced
30	Deutsche Bank Frankfurt Am Main Ge, Germany	$314M	+$36M	4	0.23%	Increased
31	Franklin Resources San Mateo, California	$312M	-$41.7M	3	0.16%	Reduced
32	Davis Selected Advisers Tucson, Arizona	$311M	+$2.67M	1	1.34%	Increased
33	Bank of America Charlotte, North Carolina	$279M	-$18M	4	0.06%	Reduced
34	Allianz Asset Management Munich, Germany	$278M	+$6.08M	3	0.27%	Increased
35	Artisan Partners Milwaukee, Wisconsin	$275M	-$11.3M	2	0.54%	Reduced
36	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$272M	-$4.83M	3	0.54%	Reduced
37	Legal & General Group London, United Kingdom	$263M	+$17.5M	3	0.22%	Increased
38	Russell Investments Group London, United Kingdom	$247M	-$12.8M	3	0.45%	Reduced
39	Thornburg Investment Management Santa Fe, New Mexico	$244M	+$57.3M	2	1.99%	Increased
40	OppenheimerFunds New York	$242M	+$67.6M	2	0.29%	Increased
41	UBS AM Chicago, Illinois	$236M	+$18.9M	2	0.24%	Increased
42	JPCCM J&P (China) Capital Management Hong Kong, China	$213M	-$112M	1	74.05%	Reduced
43	Swiss National Bank Zurich, Switzerland	$204M	+$39.8M	2	0.25%	Increased
44	Renaissance Technologies New York	$203M	+$107M	2	0.28%	Increased
45	SIG Senator Investment Group New York	$199M	-$58.2M	1	2.45%	Reduced
46	New York State Common Retirement Fund Albany, New York	$194M	-$10.8M	3	0.26%	Reduced
47	GGHC Gilder Gagnon Howe & Co New York	$192M	-$4.64M	1	3.24%	Reduced
48	Generation Investment Management London, United Kingdom	$187M	-$68.8M	1	2.05%	Reduced
49	Capital Research Global Investors Los Angeles, California	$183M	-$14.9M	1	0.06%	Reduced
50	Harris Associates Chicago, Illinois	$181M	+$169M	1	0.33%	New