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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	American Century Companies Kansas City, Missouri	$709M	-$28.7M	4	0.85%	Reduced
27	ClearBridge Investments New York	$683M	+$355M	2	0.74%	Increased
28	Harding Loevner Bridgewater, New Jersey	$680M	+$144M	1	3.79%	Increased
29	Wells Fargo San Francisco, California	$657M	+$89M	10	0.23%	Increased
30	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$647M	-$21.1M	3	0.56%	Reduced
31	Janus Henderson Group London,	$613M	+$16.6M	5	0.42%	Increased
32	HA HHLR Advisors Grand Cayman, Cayman Islands	$606M	+$205M	2	8.17%	Increased
33	Citigroup New York	$603M	+$322M	7	0.55%	Increased
34	Dragoneer Investment Group San Francisco, California	$598M	+$1.4M	1	26.68%	Increased
35	Bank of New York Mellon New York	$575M	-$52.9M	9	0.19%	Reduced
36	Legal & General Group London, United Kingdom	$567M	+$47.2M	6	0.33%	Increased
37	Massachusetts Financial Services Boston, Massachusetts	$560M	-$18.6M	2	0.27%	Reduced
38	Bank of America Charlotte, North Carolina	$524M	+$33.3M	11	0.09%	Increased
39	Susquehanna International Group Bala Cynwyd, Pennsylvania	$498M	-$602M	8	0.16%	Reduced
40	AllianceBernstein Nashville, Tennessee	$473M	+$86.7M	6	0.34%	Increased
41	Artisan Partners Milwaukee, Wisconsin	$467M	+$40.9M	3	1%	Increased
42	DCP Darsana Capital Partners New York	$450M	+$336M	2	21.3%	Increased
43	Renaissance Technologies New York	$419M	-$1.96B	5	0.41%	Reduced
44	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$403M	-$318M	1	9.29%	Reduced
45	JSP Jackson Square Partners Larkspur, California	$386M	+$476M	2	2.44%	New
46	Credit Suisse Zurich, Switzerland	$381M	+$56.7M	6	0.33%	Increased
47	Ameriprise Minneapolis, Minnesota	$379M	+$138M	5	0.2%	Increased
48	Swiss National Bank Zurich, Switzerland	$371M	+$112M	4	0.39%	Increased
49	Franklin Resources San Mateo, California	$365M	+$31.7M	4	0.24%	Increased
50	Deutsche Bank Frankfurt Am Main Ge, Germany	$351M	-$182M	9	0.31%	Reduced