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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	Goldman Sachs New York	$787M	-$1.83B	7	0.2%	Reduced
27	Artisan Partners Milwaukee, Wisconsin	$752M	-$57.3M	2	1.32%	Reduced
28	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$717M	-$366M	1	10.57%	Reduced
29	Harding Loevner Bridgewater, New Jersey	$716M	-$29.3M	1	3.18%	Reduced
30	BAMCO Inc New York	$715M	-$12.7M	2	2.73%	Reduced
31	Wells Fargo San Francisco, California	$705M	-$17.9M	9	0.19%	Reduced
32	Sands Capital Management Arlington, Virginia	$694M	-$20.7M	2	2.01%	Reduced
33	AllianceBernstein Nashville, Tennessee	$691M	+$55.6M	6	0.39%	Increased
34	Primecap Management Pasadena, California	$678M	-$1.69M	2	0.49%	Reduced
35	Bank of New York Mellon New York	$677M	+$107M	9	0.17%	Increased
36	Alphabet Inc Mountain View, California	$664M	-$2B	2	40.18%	Reduced
37	Lazard Asset Management New York	$655M	-$52.3M	5	0.94%	Reduced
38	Tiger Global Management New York	$643M	+$444M	1	3.55%	Increased
39	Dragoneer Investment Group San Francisco, California	$635M	-$87.9M	1	26.36%	Reduced
40	Altimeter Capital Management Boston, Massachusetts	$627M	+$210M	1	14.02%	Increased
41	UBS AM Chicago, Illinois	$623M	+$124M	6	0.38%	Increased
42	Generation Investment Management London, United Kingdom	$561M	+$21.7M	1	3.59%	Increased
43	Bank of America Charlotte, North Carolina	$558M	+$92.9M	11	0.08%	Increased
44	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$536M	-$71M	2	0.42%	Reduced
45	D.E. Shaw & Co New York	$535M	+$370M	5	0.61%	Increased
46	ClearBridge Investments New York	$535M	+$89.7M	4	0.44%	Increased
47	Franklin Resources San Mateo, California	$534M	-$14M	5	0.28%	Reduced
48	Deutsche Bank Frankfurt Am Main Ge, Germany	$484M	+$27.2M	8	0.32%	Increased
49	Legal & General Group London, United Kingdom	$473M	+$97.8M	6	0.23%	Increased
50	Neuberger Berman Group New York	$462M	+$5.71M	4	0.54%	Increased