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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	Crossmark Global Holdings Houston, Texas	$40.7M	+$619K	3	0.73%	Increased
477	AQR Arbitrage Greenwich, Connecticut	$40.6M	-$623K	2	0.88%	Reduced
478	Jump Financial Chicago, Illinois	$40.4M	-$7.24M	7	0.82%	Reduced
479	TSS Two Sigma Securities New York	$40.3M	+$17M	10	0.68%	Increased
480	PCM Primavera Capital Management George Town, Cayman Islands	$40.3M	$0	1	6.81%	Maintained
481	Vinva Investment Management Sydney, Australia	$40.1M	+$9.91M	4	1.69%	Increased
482	Equitable Holdings New York	$39.6M	-$1.75M	5	0.38%	Reduced
483	MFAM Motley Fool Asset Management Alexandria, Virginia	$39.4M	+$1.32M	2	2.33%	Increased
484	UM Ulysses Management New York	$39.4M	+$2.11M	1	3.73%	Increased
485	KOC Koss-Olinger Consulting Gainesville, Florida	$39M	-$19.1M	2	3.39%	Reduced
486	GC GPI Capital New York	$38.7M	$0	1	11.41%	Maintained
487	Slate Path Capital New York	$38.4M	+$2.58M	1	0.59%	Increased
488	TC TownSquare Capital Provo, Utah	$38.3M	+$8.51M	4	0.46%	Increased
489	Tudor Investment Corp Stamford, Connecticut	$38.1M	-$55.5M	5	0.14%	Reduced
490	TLA Tree Line Advisors Central, Hong Kong	$38M	+$34.1M	1	8.83%	New
491	Engineers Gate Manager New York	$37.9M	+$12.6M	11	0.74%	Increased
492	Davidson Kempner Capital Management New York	$37.6M	-$1.41M	1	0.78%	Reduced
493	Group One Trading Chicago, Illinois	$37.5M	+$9.36M	11	0.11%	Increased
494	TD Waterhouse Canada Toronto, Ontario, Canada	$37.4M	+$2.7M	12	0.3%	Increased
495	BWP Balboa Wealth Partners Scottsdale, Arizona	$37.1M	-$236K	2	9.25%	Reduced
496	FCM Fernbridge Capital Management Los Angeles, California	$37M	-$15.5M	1	2.27%	Reduced
497	Jupiter Asset Management London, United Kingdom	$37M	-$61.4M	3	0.32%	Reduced
498	Johnson Investment Counsel Cincinnati, Ohio	$36.9M	+$52.7K	2	0.36%	Increased
499	Bank Julius Baer & Co Zurich, Switzerland	$36.6M	-$1.36M	5	0.12%	Reduced
500	NOCM Night Owl Capital Management Greenwich, Connecticut	$36.6M	+$1.03M	1	5%	Increased