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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
476	SI SCP Investment Orinda, California	$50.3M	$0	1	16.57%	Maintained
477	BCP BSN Capital Partners London, United Kingdom	$50.3M	+$47.9M	1	3.19%	New
478	MAM Myriad Asset Management North Point, Hong Kong	$49.9M	-$538K	3	5.41%	Reduced
479	Handelsbanken Fonder Stockholm, Sweden	$49.9M	+$7.66M	10	0.25%	Increased
480	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$49.6M	+$4.08M	3	2.89%	Increased
481	E. Ohman J:or Asset Management Stockholm, Sweden	$49.2M	+$44.1M	3	1.42%	Increased
482	Pathstone Family Office Englewood, New Jersey	$49.1M	+$2.29M	5	1.22%	Increased
483	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$49.1M	+$6.89M	14	0.08%	Increased
484	SteelPeak Wealth Woodland Hills, California	$48.7M	+$19.2M	3	2.75%	Increased
485	Quilter Plc London, United Kingdom	$48.4M	-$10.5M	1	1.26%	Reduced
486	ExodusPoint Capital Management New York	$48M	+$552K	13	0.5%	Increased
487	Crossmark Global Holdings Houston, Texas	$47.8M	-$1.85M	3	1.04%	Reduced
488	Oppenheimer & Co New York	$47.8M	-$3.16M	8	0.84%	Reduced
489	JGC J. Goldman & Co New York	$47.2M	+$21.1M	4	2.6%	Increased
490	MTM Millennium TVP Management New York	$46.7M	+$46M	1	50.21%	New
491	Scotia Capital Toronto, Ontario, Canada	$46.5M	+$9.29M	7	0.3%	Increased
492	CAPTRUST Financial Advisors Raleigh, North Carolina	$46.3M	-$2.15M	21	0.32%	Reduced
493	SCP Sandhill Capital Partners Buffalo, New York	$45.5M	+$48.1K	1	3.54%	Increased
494	RCW Rheos Capital Works Tokyo, Japan	$45.5M	+$43.6M	2	1.99%	New
495	RC Renaissance Capital Stamford, Connecticut	$45.4M	-$6.06M	5	11.65%	Reduced
496	Corvex Management New York	$45.3M	-$6.19M	1	1.79%	Reduced
497	FFM Fullerton Fund Management Singapore	$45.2M	+$11.9M	2	2.27%	Increased
498	SPWM Straight Path Wealth Management Jenison, Michigan	$45.2M	+$43.1M	1	39.42%	New
499	CL Chubb Ltd Zurich, Switzerland	$45.2M	+$48.4M	1	99.28%	New
500	Johnson Investment Counsel Cincinnati, Ohio	$45M	-$374K	1	0.55%	Reduced