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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	Discovery Capital Management South Norwalk, Connecticut	$45.2M	+$6.35M	1	5.41%	Increased
502	J. Safra Sarasin Holding	$45.2M	-$3.95M	5	0.82%	Reduced
503	Eisler Capital Management London, United Kingdom	$44.5M	+$43.6M	2	0.31%	Increased
504	Frontier Capital Management Boston, Massachusetts	$44.4M	-$9.05M	2	0.49%	Reduced
505	Capital Advisors Inc Tulsa, Oklahoma	$44.1M	+$2.59M	2	0.88%	Increased
506	WCMNY Westchester Capital Management (New York) Valhalla, New York	$44.1M	+$9.43M	1	2.27%	Increased
507	Bowen Hanes & Co Ponte Vedra Beach, Florida	$43.5M	+$63.3K	1	1.21%	Increased
508	Capricorn Investment Group Palo Alto, California	$43.5M	$0	1	9.39%	Maintained
509	Crossmark Global Holdings Houston, Texas	$43M	-$650K	4	0.76%	Reduced
510	ALMGDA AG2R La Mondiale Gestion d'Actifs Paris, France	$42.7M	+$40.5M	2	2.32%	New
511	ICM Invenomic Capital Management Boston, Massachusetts	$42.6M	+$20M	1	2.15%	Increased
512	Sterling Capital Management Charlotte, North Carolina	$42.3M	-$4.9M	10	0.66%	Reduced
513	UM Ulysses Management New York	$41.8M	$0	1	6.02%	Maintained
514	Atria Investments Charlotte, North Carolina	$41.7M	+$5.69M	6	0.54%	Increased
515	New Mexico Educational Retirement Board Santa Fe, New Mexico	$41.6M	-$837K	3	1.49%	Reduced
516	GC GPI Capital New York	$41.6M	$0	1	17.14%	Maintained
517	Harvest Portfolios Group Oakville, Ontario, Canada	$41.5M	+$51.1M	2	1.23%	Increased
518	NZS Capital Denver, Colorado	$41.5M	-$389K	1	1.87%	Reduced
519	Maryland State Retirement & Pension System Baltimore, Maryland	$41.5M	-$7.84M	4	0.99%	Reduced
520	HCPC Hamilton Capital Partners (Canada) Toronto,	$41.2M	+$8.07M	1	2.64%	Increased
521	UMB Bank Kansas City, Missouri	$40.9M	+$1.15M	6	0.67%	Increased
522	Andra AP-fonden Goteborg, Sweden	$40.9M	-$36.5M	3	0.67%	Reduced
523	DJE Kapital 82049 Pullach, Germany	$40.7M	-$19.6M	2	1.21%	Reduced
524	NewEdge Wealth Pittsburgh, Pennsylvania	$40.7M	+$3.1M	3	0.74%	Increased
525	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$40.4M	+$16.7M	3	2.32%	Increased