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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	Primecap Management Pasadena, California	$439M	-$875K	1	0.38%	Reduced
27	Artisan Partners Milwaukee, Wisconsin	$418M	+$109M	2	0.78%	Increased
28	WCM Investment Management Laguna Beach, California	$406M	+$17.4M	1	6.26%	Increased
29	Wells Fargo San Francisco, California	$376M	+$4.68M	4	0.12%	Increased
30	AllianceBernstein Nashville, Tennessee	$374M	-$42.8M	4	0.29%	Reduced
31	Franklin Resources San Mateo, California	$364M	+$12.9M	3	0.18%	Increased
32	Lazard Asset Management New York	$341M	-$177M	2	0.64%	Reduced
33	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$339M	-$3.66M	3	0.65%	Reduced
34	Legal & General Group London, United Kingdom	$338M	+$19M	4	0.27%	Increased
35	Davis Selected Advisers Tucson, Arizona	$326M	-$11.9M	1	1.43%	Reduced
36	Generation Investment Management London, United Kingdom	$322M	+$113M	1	3.28%	Increased
37	Deutsche Bank Frankfurt Am Main Ge, Germany	$299M	-$75.6M	4	0.21%	Reduced
38	UBS AM Chicago, Illinois	$284M	+$7.23M	2	0.27%	Increased
39	Allianz Asset Management Munich, Germany	$281M	-$58.2M	3	0.27%	Reduced
40	JPCCM J&P (China) Capital Management Hong Kong, China	$280M	$0	1	58.99%	Maintained
41	Thornburg Investment Management Santa Fe, New Mexico	$279M	-$920K	2	2.12%	Reduced
42	SIG Senator Investment Group New York	$263M	+$43.8M	1	2.96%	Increased
43	Swiss National Bank Zurich, Switzerland	$256M	+$6.76M	2	0.3%	Increased
44	GGHC Gilder Gagnon Howe & Co New York	$251M	+$909K	1	3.7%	Increased
45	New York State Common Retirement Fund Albany, New York	$246M	+$9.28M	4	0.33%	Increased
46	Neuberger Berman Group New York	$238M	+$50.5M	3	0.31%	Increased
47	Capital Research Global Investors Los Angeles, California	$226M	-$10.6M	1	0.07%	Reduced
48	Teachers Advisors New York	$217M	+$24.5M	3	0.3%	Increased
49	Harris Associates Chicago, Illinois	$197M	+$9.18K	1	0.35%	Increased
50	Sanders Capital West Palm Beach, Florida	$196M	-$209M	1	1.26%	Reduced