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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	Harding Loevner Bridgewater, New Jersey	$604M	-$2.3M	1	2.85%	Reduced
27	Northern Trust Chicago, Illinois	$574M	+$22.9M	8	0.14%	Increased
28	Nuveen Charlotte, North Carolina	$573M	-$9.94M	5	0.23%	Reduced
29	Wells Fargo San Francisco, California	$570M	+$37.4M	8	0.16%	Increased
30	AllianceBernstein Nashville, Tennessee	$564M	+$49.5K	6	0.35%	Increased
31	American Century Companies Kansas City, Missouri	$552M	-$25.5M	4	0.55%	Reduced
32	Generation Investment Management London, United Kingdom	$495M	+$478K	1	3.41%	Increased
33	Franklin Resources San Mateo, California	$495M	-$22.8M	5	0.27%	Reduced
34	Citadel Advisors Miami, Florida	$468M	-$200M	10	0.22%	Reduced
35	JP Morgan Chase New York	$462M	-$3.38M	7	0.09%	Reduced
36	Viking Global Investors Stamford, Connecticut	$442M	+$42.6M	1	2.3%	Increased
37	BAMCO Inc New York	$432M	-$11.1M	3	1.78%	Reduced
38	ClearBridge Investments New York	$427M	+$127M	4	0.37%	Increased
39	Altimeter Capital Management Boston, Massachusetts	$427M	+$430M	1	10.41%	Increased
40	Bank of New York Mellon New York	$425M	-$11.8M	9	0.12%	Reduced
41	HA HHLR Advisors Grand Cayman, Cayman Islands	$417M	+$382M	2	5.73%	Increased
42	Primecap Management Pasadena, California	$405M	+$3.03M	2	0.32%	Increased
43	Neuberger Berman Group New York	$394M	-$4.47M	4	0.48%	Reduced
44	Bank of America Charlotte, North Carolina	$383M	-$20.7M	11	0.06%	Reduced
45	UBS AM Chicago, Illinois	$382M	-$17.7M	6	0.26%	Reduced
46	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$371M	+$173M	2	0.32%	Increased
47	AEPIP AH Equity Partners III (Parallel) Menlo Park, California	$368M	$0	1	97.05%	Maintained
48	GBCP Glade Brook Capital Partners Greenwich, Connecticut	$354M	-$70.6M	2	100%	Reduced
49	Coatue Management New York	$319M	$0	1	2.73%	Maintained
50	ARK Investment Management St. Petersburg, Florida	$317M	+$28.9M	2	6.92%	Increased