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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	Lazard Asset Management New York	$692M	+$1.94M	4	1.12%	Increased
27	Harding Loevner Bridgewater, New Jersey	$658M	-$1.35M	1	3.02%	Reduced
28	GBCP Glade Brook Capital Partners Greenwich, Connecticut	$634M	+$331M	2	100%	Increased
29	Nuveen Charlotte, North Carolina	$632M	+$615M	5	0.25%	Increased
30	Viking Global Investors Stamford, Connecticut	$620M	+$567M	1	2.78%	New
31	American Century Companies Kansas City, Missouri	$617M	+$111M	4	0.61%	Increased
32	Sands Capital Management Arlington, Virginia	$616M	+$18.9M	2	1.83%	Increased
33	AEPIP AH Equity Partners III (Parallel) Menlo Park, California	$591M	$0	1	97.99%	Maintained
34	JP Morgan Chase New York	$590M	-$129M	7	0.12%	Reduced
35	Capital Research Global Investors Los Angeles, California	$580M	+$248M	2	0.18%	Increased
36	Northern Trust Chicago, Illinois	$554M	+$79.7M	8	0.13%	Increased
37	Franklin Resources San Mateo, California	$542M	+$61.8M	5	0.29%	Increased
38	AllianceBernstein Nashville, Tennessee	$535M	+$611K	6	0.33%	Increased
39	Wells Fargo San Francisco, California	$531M	+$101M	7	0.15%	Increased
40	Alpha Wave Global New York	$509M	$0	1	42.92%	Maintained
41	Coatue Management New York	$485M	+$444M	1	4.1%	New
42	Bank of America Charlotte, North Carolina	$466M	+$183M	10	0.07%	Increased
43	Generation Investment Management London, United Kingdom	$457M	+$114M	1	3.15%	Increased
44	ClearBridge Investments New York	$447M	+$338M	4	0.39%	Increased
45	Bank of New York Mellon New York	$439M	-$715K	9	0.12%	Reduced
46	UBS AM Chicago, Illinois	$424M	+$110M	6	0.3%	Increased
47	BAMCO Inc New York	$419M	+$7.67M	3	1.68%	Increased
48	AEPI AH Equity Partners III Menlo Park, California	$397M	$0	1	40.04%	Maintained
49	Primecap Management Pasadena, California	$396M	+$163M	2	0.29%	Increased
50	Neuberger Berman Group New York	$390M	-$51.2M	4	0.47%	Reduced