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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	Loomis, Sayles & Company Boston, Massachusetts	$5.47B	-$853M	4	6.91%	Reduced
27	Uber San Francisco, California	$4.58B	+$4.48B	2	94.25%	New
28	UBS Group Zurich, Switzerland	$4.46B	+$1.06B	37	0.82%	Increased
29	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$4.39B	$0	1	16.41%	Maintained
30	Deutsche Bank Frankfurt Am Main Ge, Germany	$4.05B	+$157M	15	1.58%	Increased
31	Baillie Gifford & Co Edinburgh, United Kingdom	$4.02B	-$1.71B	4	3.09%	Reduced
32	HSBC Holdings London, United Kingdom	$3.8B	+$429M	11	2.21%	Increased
33	Swiss National Bank Zurich, Switzerland	$3.7B	-$148M	7	2.46%	Reduced
34	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$3.64B	-$181M	6	2.46%	Reduced
35	Primecap Management Pasadena, California	$3.61B	-$373M	7	2.79%	Reduced
36	American Century Companies Kansas City, Missouri	$3.43B	+$125M	9	1.97%	Increased
37	Ameriprise Minneapolis, Minnesota	$3.42B	+$220M	12	0.88%	Increased
38	Citigroup New York	$3.38B	-$3.44M	22	2%	Reduced
39	Franklin Resources San Mateo, California	$3.34B	+$338M	6	0.93%	Increased
40	Massachusetts Financial Services Boston, Massachusetts	$3.22B	+$1.33B	4	1.02%	Increased
41	Bank of Montreal Toronto, Ontario, Canada	$3.13B	+$165M	12	1.46%	Increased
42	BNP Paribas Financial Markets Paris, France	$3.05B	+$105M	19	1.71%	Increased
43	Royal Bank of Canada Toronto, Ontario, Canada	$2.95B	+$368M	25	0.59%	Increased
44	Assenagon Asset Management Senningerberg, Luxembourg	$2.7B	+$1.62B	4	4.35%	Increased
45	Nomura Holdings Tokyo, Japan	$2.69B	+$802M	7	3.64%	Increased
46	DZ Bank Frankfurt Am Main, Germany	$2.48B	+$69.2M	5	2.51%	Increased
47	Marshall Wace London, United Kingdom	$2.41B	+$523M	9	2.9%	Increased
48	RhumbLine Advisers Boston, Massachusetts	$2.38B	-$17.7M	18	2.13%	Reduced
49	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$2.35B	+$165K	3	2.22%	Increased
50	Dimensional Fund Advisors Austin, Texas	$2.34B	+$43.2M	11	0.56%	Increased