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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	Jennison Associates New York	$4.01B	-$505M	3	2.81%	Reduced
27	UBS Group Zurich, Switzerland	$3.75B	+$74.7M	39	0.69%	Increased
28	BAMCO Inc New York	$3.75B	-$104M	4	11.01%	Reduced
29	Deutsche Bank Frankfurt Am Main Ge, Germany	$3.52B	+$697M	15	1.39%	Increased
30	Citigroup New York	$3.45B	+$1.42B	21	1.76%	Increased
31	Loomis, Sayles & Company Boston, Massachusetts	$3.43B	-$114M	4	4.95%	Reduced
32	Royal Bank of Canada Toronto, Ontario, Canada	$2.72B	+$507M	27	0.57%	Increased
33	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.67B	+$131M	5	1.89%	Increased
34	Swiss National Bank Zurich, Switzerland	$2.59B	+$6.63M	7	1.83%	Increased
35	Assenagon Asset Management Senningerberg, Luxembourg	$2.55B	+$799M	4	4.26%	Increased
36	HSBC Holdings London, United Kingdom	$2.49B	-$209M	11	1.54%	Reduced
37	Ameriprise Minneapolis, Minnesota	$2.48B	-$292M	12	0.67%	Reduced
38	Primecap Management Pasadena, California	$2.46B	-$175M	7	2.03%	Reduced
39	American Century Companies Kansas City, Missouri	$2.33B	-$156M	9	1.43%	Reduced
40	BNP Paribas Financial Markets Paris, France	$2.29B	+$89.7M	17	1.35%	Increased
41	Franklin Resources San Mateo, California	$2.24B	-$181M	8	0.65%	Reduced
42	Bank of Montreal Toronto, Ontario, Canada	$2.21B	+$12.1M	11	1.08%	Increased
43	Pershing Square Capital Management New York	$2.21B	+$2.18B	1	18.5%	New
44	National Bank of Canada Montreal, Quebec, Canada	$2.06B	+$1.85B	19	2.16%	Increased
45	SB Investment Advisers (UK) London, United Kingdom	$1.97B	-$25.7M	2	17.97%	Reduced
46	Marshall Wace London, United Kingdom	$1.85B	-$11M	14	2.35%	Reduced
47	Wells Fargo San Francisco, California	$1.83B	+$552M	22	0.41%	Increased
48	Dimensional Fund Advisors Austin, Texas	$1.77B	+$98.5M	11	0.44%	Increased
49	Mitsubishi UFJ Asset Management Tokyo, Japan	$1.71B	+$226M	12	1.58%	Increased
50	TMC Toyota Motor Corp Japan	$1.7B	$0	3	78.21%	Maintained