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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	Bank of America Charlotte, North Carolina	$3.05B	+$821M	20	0.34%	Increased
27	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.92B	+$235M	4	1.82%	Increased
28	American Century Companies Kansas City, Missouri	$2.9B	+$56.6M	5	2.13%	Increased
29	Charles Schwab San Francisco, California	$2.86B	+$104M	10	1.05%	Increased
30	Coatue Management New York	$2.42B	-$626M	5	13.25%	Reduced
31	Swiss National Bank Zurich, Switzerland	$2.32B	+$86.2M	5	1.54%	Increased
32	Capital Research Global Investors Los Angeles, California	$2.21B	+$476M	3	0.54%	Increased
33	Artisan Partners Milwaukee, Wisconsin	$1.94B	+$71.5M	5	2.46%	Increased
34	AllianceBernstein Nashville, Tennessee	$1.92B	-$31.2M	6	0.84%	Reduced
35	ClearBridge Investments New York	$1.88B	-$15.4M	4	1.4%	Reduced
36	Janus Henderson Group London,	$1.87B	+$666M	5	0.85%	Increased
37	Allianz Asset Management Munich, Germany	$1.84B	+$304M	10	1.78%	Increased
38	Ameriprise Minneapolis, Minnesota	$1.79B	-$192M	9	0.59%	Reduced
39	Wellington Management Group Boston, Massachusetts	$1.76B	+$249M	5	0.31%	Increased
40	Credit Suisse Zurich, Switzerland	$1.76B	-$268M	10	0.9%	Reduced
41	Wells Fargo San Francisco, California	$1.67B	+$52.2M	17	0.38%	Increased
42	Parametric Portfolio Associates Seattle, Washington	$1.55B	+$136M	7	0.89%	Increased
43	Altimeter Capital Management Boston, Massachusetts	$1.55B	$0	1	11.07%	Maintained
44	Susquehanna International Group Bala Cynwyd, Pennsylvania	$1.53B	-$177M	18	0.24%	Reduced
45	California Public Employees Retirement System Sacramento, California	$1.52B	-$18.7M	10	1.15%	Reduced
46	Pictet Asset Management (UK) London, United Kingdom	$1.49B	+$235M	7	1.78%	Increased
47	D.E. Shaw & Co New York	$1.39B	+$1.04B	9	1.34%	Increased
48	Franklin Resources San Mateo, California	$1.39B	+$101M	6	0.57%	Increased
49	HSBC Holdings London, United Kingdom	$1.38B	+$409M	9	1.63%	Increased
50	Barclays London, United Kingdom	$1.33B	+$330M	10	0.72%	Increased