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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	Frontier Capital Management Boston, Massachusetts	$73.3M	+$207K	1	0.66%	Increased
502	Atalanta Sosnoff Capital New York	$73.1M	+$14.7M	1	1.4%	Increased
503	Kayne Anderson Rudnick Investment Management Los Angeles, California	$72.9M	-$1.72M	4	0.18%	Reduced
504	Oaktree Capital Management Los Angeles, California	$72.8M	+$2.79M	1	1.12%	Increased
505	LGT Group Foundation Vaduz, Liechtenstein	$72.6M	-$3.77M	2	0.83%	Reduced
506	DJE Kapital 82049 Pullach, Germany	$72.6M	$0	2	1.76%	Maintained
507	Aquatic Capital Management Chicago, Illinois	$72.3M	+$19.4M	3	1.34%	Increased
508	Peregrine Capital Management Minneapolis, Minnesota	$72.3M	-$1.43M	1	2.18%	Reduced
509	CA Cornerstone Advisors Asheville, North Carolina	$72M	$0	2	2.37%	Maintained
510	Equitable Holdings New York	$71.9M	+$2.48M	6	0.53%	Increased
511	CC Criteria Caixa Barcelona, Spain	$71.7M	+$68.5M	1	8.41%	New
512	J. Safra Sarasin Holding	$71.7M	+$12.5M	7	1.16%	Increased
513	Cannell & Spears New York	$71.5M	+$22.2M	4	1.35%	Increased
514	Atria Investments Charlotte, North Carolina	$71.2M	+$2.73M	6	0.81%	Increased
515	Granahan Investment Management Waltham, Massachusetts	$71.1M	-$8.29M	1	2.91%	Reduced
516	SAM Securian Asset Management St Paul, Minnesota	$71M	-$4.69M	3	1.88%	Reduced
517	Flossbach Von Storch Cologne, Germany	$70.8M	-$2.94M	1	0.28%	Reduced
518	KC Kadensa Capital Central, Hong Kong	$70.7M	+$29.9M	3	7.28%	Increased
519	ACM Anomaly Capital Management New York	$70.7M	+$17.1M	2	2.08%	Increased
520	Profund Advisors Bethesda, Maryland	$70.2M	-$2.65M	6	2.28%	Reduced
521	TCW Group Los Angeles, California	$70.1M	-$26.7M	3	0.59%	Reduced
522	TAMH Taikang Asset Management (HK) Hong Kong	$70M	+$4.64M	2	7.82%	Increased
523	Horizon Investments Charlotte, North Carolina	$69.6M	+$4.69M	3	0.91%	Increased
524	Whittier Trust South Pasadena, California	$69.6M	+$3.48M	3	0.79%	Increased
525	United Capital Financial Advisors Irving, Texas	$69.3M	+$6.07M	3	0.5%	Increased