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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
501	Engineers Gate Manager New York	$28.6M	+$9.22M	9	0.75%	Increased
502	PL Parkwood LLC Cleveland, Ohio	$28.6M	+$6.88M	3	2.58%	Increased
503	Woodline Partners San Francisco, California	$28.6M	+$22.6M	1	0.26%	New
504	SteelPeak Wealth Woodland Hills, California	$28.5M	+$4.67M	2	1.44%	Increased
505	TAMH Taikang Asset Management (HK) Hong Kong	$28.3M	+$4.36M	1	5.97%	Increased
506	FFA First Foundation Advisors Irvine, California	$28.2M	-$2.53M	4	1.13%	Reduced
507	Mission Wealth Management Santa Barbara, California	$28M	+$8.35M	3	0.74%	Increased
508	MAM Mark Asset Management New York	$28M	-$7.83M	2	3.64%	Reduced
509	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$27.9M	-$182K	2	0.8%	Reduced
510	Cookson Peirce & Co Pittsburgh, Pennsylvania	$27.8M	-$228K	2	1.48%	Reduced
511	SAM Shell Asset Management The Hague, Netherlands	$27.7M	+$2.88M	3	1.26%	Increased
512	BCM Brown Capital Management Baltimore, Maryland	$27.7M	+$24.5M	1	0.49%	New
513	NEOS Investment Management Westport, Connecticut	$27.7M	+$7.79M	3	1.71%	Increased
514	Schonfeld Strategic Advisors New York	$27.6M	+$7.92M	6	0.18%	Increased
515	GIP Gavilan Investment Partners Burlingame, California	$27.5M	$0	1	8.95%	Maintained
516	IP Isomer Partners New York	$27.4M	-$10.3M	1	19.03%	Reduced
517	MLICM Metropolitan Life Insurance Company (MetLife) New York	$27.3M	-$250K	8	1.19%	Reduced
518	Atria Investments Charlotte, North Carolina	$27.3M	+$3.09M	3	0.38%	Increased
519	Meitav Investment House Bene-Beraq, Israel	$27.2M	+$28.6M	3	0.53%	Increased
520	OPL Orland Properties Ltd Road Town, Tortola, British Virgin Islands	$27.1M	$0	1	15.3%	Maintained
521	FC Franchise Capital Grand Cayman, Cayman Islands	$27M	+$28.3M	1	5.02%	Increased
522	Atreides Management Boston, Massachusetts	$26.9M	-$79.3M	1	0.61%	Reduced
523	Steward Partners Investment Advisory New York	$26.9M	-$21.7M	12	0.3%	Reduced
524	Beacon Pointe Advisors Newport Beach, California	$26.9M	-$427K	6	0.3%	Reduced
525	CA Cornerstone Advisors Asheville, North Carolina	$26.8M	-$195K	1	1.11%	Reduced