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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	$1.2B	+$43.6M	10	0.35%	Increased
27	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.19B	-$56.4M	3	0.84%	Reduced
28	Bank of New York Mellon New York	$1.14B	+$95.3M	9	0.3%	Increased
29	Legal & General Group London, United Kingdom	$1.13B	+$101M	6	0.55%	Increased
30	ClearBridge Investments New York	$1.03B	+$147M	2	0.93%	Increased
31	Capital Research Global Investors Los Angeles, California	$1.01B	+$472M	3	0.32%	Increased
32	Harding Loevner Bridgewater, New Jersey	$957M	-$33.4M	1	4.58%	Reduced
33	Bank of America Charlotte, North Carolina	$920M	+$78.8M	12	0.14%	Increased
34	Citigroup New York	$905M	-$197M	7	0.71%	Reduced
35	Altimeter Capital Management Boston, Massachusetts	$899M	-$69.8M	1	19.01%	Reduced
36	AllianceBernstein Nashville, Tennessee	$831M	+$41.7M	5	0.49%	Increased
37	Swiss National Bank Zurich, Switzerland	$831M	+$118M	4	0.7%	Increased
38	Credit Suisse Zurich, Switzerland	$813M	+$116M	7	0.58%	Increased
39	Artisan Partners Milwaukee, Wisconsin	$794M	+$114M	3	1.27%	Increased
40	ARK Investment Management St. Petersburg, Florida	$769M	+$90.2M	2	8.27%	Increased
41	HA HHLR Advisors Grand Cayman, Cayman Islands	$739M	$0	2	6.76%	Maintained
42	Deutsche Bank Frankfurt Am Main Ge, Germany	$730M	+$88.6M	9	0.56%	Increased
43	Franklin Resources San Mateo, California	$680M	+$13.8M	5	0.35%	Increased
44	JSP Jackson Square Partners Larkspur, California	$677M	+$238M	2	3.4%	Increased
45	Whale Rock Capital Management Boston, Massachusetts	$662M	+$6.94M	1	5.28%	Increased
46	Ameriprise Minneapolis, Minnesota	$638M	+$134M	5	0.27%	Increased
47	Janus Henderson Group London,	$630M	-$227M	5	0.35%	Reduced
48	Dragoneer Investment Group San Francisco, California	$621M	-$44.4M	1	20.57%	Reduced
49	Fidelity International Hamilton, Bermuda	$612M	+$332M	3	0.83%	Increased
50	GGHC Gilder Gagnon Howe & Co New York	$604M	-$7.66M	3	4.73%	Reduced