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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	Wells Fargo San Francisco, California	$530M	+$123M	4	0.15%	Increased
27	TIAA CREF Investment Management New York	$464M	-$23M	3	0.31%	Reduced
28	Neuberger Berman Group New York	$459M	+$243M	3	0.53%	Increased
29	Deutsche Bank Frankfurt Am Main Ge, Germany	$440M	+$138M	4	0.28%	Increased
30	Longview Partners St Peter Port, Guernsey	$378M	-$548M	1	1.98%	Reduced
31	AllianceBernstein Nashville, Tennessee	$360M	+$4.33M	3	0.26%	Increased
32	Bank of America Charlotte, North Carolina	$358M	-$187M	4	0.06%	Reduced
33	Franklin Resources San Mateo, California	$352M	-$7.33M	3	0.17%	Reduced
34	Credit Suisse Zurich, Switzerland	$340M	+$52.2M	4	0.3%	Increased
35	Primecap Management Pasadena, California	$338M	-$1.81M	1	0.26%	Reduced
36	SIG Senator Investment Group New York	$323M	+$184M	1	3.46%	Increased
37	OppenheimerFunds New York	$304M	+$120M	2	0.37%	Increased
38	Generation Investment Management London, United Kingdom	$303M	-$6.73M	1	2.94%	Reduced
39	Allianz Asset Management Munich, Germany	$289M	+$60.5M	3	0.23%	Increased
40	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$281M	-$217K	3	0.49%	Reduced
41	Barclays London, United Kingdom	$266M	+$114M	4	0.22%	Increased
42	UBS AM Chicago, Illinois	$249M	+$9.32M	3	0.21%	Increased
43	Glenview Capital Management New York	$249M	+$53.3M	1	1.35%	Increased
44	Ruffer LLP London, United Kingdom	$238M	+$220M	1	9.68%	Increased
45	Swiss National Bank Zurich, Switzerland	$237M	+$2.4M	2	0.26%	Increased
46	New York State Common Retirement Fund Albany, New York	$233M	+$11.9M	4	0.28%	Increased
47	Carmignac Gestion Paris, France	$227M	+$226M	1	1.51%	New
48	GGHC Gilder Gagnon Howe & Co New York	$215M	-$781K	1	2.89%	Reduced
49	Susquehanna International Group Bala Cynwyd, Pennsylvania	$214M	-$99.9M	4	0.08%	Reduced
50	Davis Selected Advisers Tucson, Arizona	$212M	-$105M	1	0.9%	Reduced