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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
526	UMB Bank Kansas City, Missouri	$21.8M	+$9.55M	6	0.35%	Increased
527	NRCM Northern Right Capital Management Darien, Connecticut	$21.6M	$0	1	10.93%	Maintained
528	MA Mezzasalma Advisors Tinton Falls, New Jersey	$21.5M	-$518K	1	15.17%	Reduced
529	ARAM Ardmore Road Asset Management New York	$21.4M	+$8.99M	4	9.61%	Increased
530	DBG De Burlo Group Boston, Massachusetts	$21.4M	+$18M	1	4.17%	New
531	XN LP New York	$21.3M	-$1.16M	1	2.54%	Reduced
532	USS Investment Management London, United Kingdom	$21.3M	-$1.6M	4	0.29%	Reduced
533	MP Marcho Partners London, United Kingdom	$21.1M	+$6.35M	1	4.99%	Increased
534	TCTC Holdings Dallas, Texas	$21.1M	+$795K	3	0.85%	Increased
535	EP Edgestream Partners Princeton, New Jersey	$21M	+$17.7M	1	2.32%	New
536	D.A. Davidson & Co Great Falls, Montana	$21M	+$3.51M	6	0.24%	Increased
537	Independent Financial Group San Diego, California	$21M	+$1.84M	4	1.68%	Increased
538	SW SVB Wealth Boston, Massachusetts	$21M	+$4.11M	7	0.29%	Increased
539	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$20.9M	+$35.9K	2	1.72%	Increased
540	Trillium Asset Management Boston, Massachusetts	$20.9M	-$492K	1	0.61%	Reduced
541	PI PFG Investments Woodbury, New York	$20.9M	+$17.7M	3	4.26%	New
542	Atria Investments Charlotte, North Carolina	$20.9M	+$7M	3	0.4%	Increased
543	BCM Brainard Capital Management Austin, Texas	$20.9M	-$476K	2	15.99%	Reduced
544	Dynamic Advisor Solutions Phoenix, Arizona	$20.9M	+$85K	2	1.22%	Increased
545	IGM Incline Global Management New York	$20.8M	-$3.89M	1	5.99%	Reduced
546	KC KCL Capital New York	$20.6M	+$6.34M	1	2.75%	Increased
547	JIP Jaffetilchin Investment Partners Tampa, Florida	$20.6M	+$1.85M	1	2.34%	Increased
548	Aptus Capital Advisors Fairhope, Alabama	$20.5M	+$621K	3	0.55%	Increased
549	Sequoia Financial Advisors Akron, Ohio	$20.4M	+$8.23M	5	0.45%	Increased
550	AFCM Applied Finance Capital Management San Juan, Puerto Rico	$20.4M	-$63.1K	1	2.54%	Reduced