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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	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.42B	+$44.1M	6	1.8%	Increased
27	Primecap Management Pasadena, California	$2.4B	-$26M	8	2.09%	Reduced
28	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$2.31B	$0	1	6.5%	Maintained
29	SB Investment Advisers (UK) London, United Kingdom	$2.2B	$0	3	18.05%	Maintained
30	American Century Companies Kansas City, Missouri	$2.05B	-$128M	8	1.62%	Reduced
31	Ameriprise Minneapolis, Minnesota	$2.05B	+$143M	16	0.67%	Increased
32	Loomis, Sayles & Company Boston, Massachusetts	$1.99B	+$258M	4	3.46%	Increased
33	Amundi Paris, France	$1.86B	-$809M	11	1%	Reduced
34	Wellington Management Group Boston, Massachusetts	$1.79B	+$258M	8	0.35%	Increased
35	VOYA Investment Management Atlanta, Georgia	$1.72B	+$83.6M	14	1.84%	Increased
36	AllianceBernstein Nashville, Tennessee	$1.67B	+$18M	16	0.72%	Increased
37	Barclays London, United Kingdom	$1.6B	-$767M	25	0.74%	Reduced
38	California Public Employees Retirement System Sacramento, California	$1.59B	+$24.1M	6	1.41%	Increased
39	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.49B	-$142M	16	0.83%	Reduced
40	D.E. Shaw & Co New York	$1.43B	-$34.7M	17	1.53%	Reduced
41	ClearBridge Investments New York	$1.35B	-$6.94M	4	1.29%	Reduced
42	Jane Street New York	$1.31B	-$72.2M	20	0.54%	Reduced
43	Credit Suisse Zurich, Switzerland	$1.3B	+$31.2M	16	1.31%	Increased
44	Franklin Resources San Mateo, California	$1.27B	-$49.5M	8	0.64%	Reduced
45	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$1.27B	+$207M	12	1.58%	Increased
46	UBS Group Zurich, Switzerland	$1.26B	-$12.6M	31	0.46%	Reduced
47	Coatue Management New York	$1.2B	+$186M	2	7.96%	Increased
48	RhumbLine Advisers Boston, Massachusetts	$1.16B	+$53.9M	14	1.44%	Increased
49	Dimensional Fund Advisors Austin, Texas	$1.15B	+$1B	7	0.39%	New
50	ARK Investment Management St. Petersburg, Florida	$1.13B	+$145M	2	7.78%	Increased