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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	Equitable Holdings New York	$26.8M	+$2.77M	4	0.3%	Increased
527	Dragoneer Investment Group San Francisco, California	$26.7M	-$72.7M	1	0.62%	Reduced
528	RBF Capital San Francisco, California	$26.6M	-$498K	4	1.48%	Reduced
529	SC Strategy Capital Los Altos, California	$25.9M	+$575K	1	2.63%	Increased
530	G1 Greylock 15 Menlo Park, California	$25.9M	-$14.1M	1	43.44%	Reduced
531	Allianz Munich, Germany	$25.9M	+$26.9M	4	0.81%	New
532	Bridgeway Capital Management Houston, Texas	$25.8M	+$773K	2	0.53%	Increased
533	SI Sora Investors Bryn Mawr, Pennsylvania	$25.8M	-$2.24M	2	4.24%	Reduced
534	Hood River Capital Management Palm Beach Gardens, Florida	$25.5M	-$3.84M	1	0.57%	Reduced
535	Point72 Asset Management Stamford, Connecticut	$25.5M	-$26.1M	5	0.06%	Reduced
536	Advisory Services Network Atlanta, Georgia	$25.5M	-$3.31M	4	0.56%	Reduced
537	VanEck Associates New York	$25.4M	+$6.12M	5	0.04%	Increased
538	PCM Primavera Capital Management George Town, Cayman Islands	$25.4M	$0	1	4.13%	Maintained
539	JGC J. Goldman & Co New York	$25.3M	+$11.8M	4	0.82%	Increased
540	NC Nixon Capital Austin, Texas	$25.3M	+$549K	1	9.75%	Increased
541	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$25.3M	+$975K	1	0.31%	Increased
542	Norinchukin Bank Tokyo, Japan	$25.2M	-$440K	3	0.76%	Reduced
543	JCM Jag Capital Management St Louis, Missouri	$25.2M	-$12.1M	2	3.57%	Reduced
544	CC Cornerstone Capital Palo Alto, California	$25.1M	-$1.62M	2	2.58%	Reduced
545	Bank Julius Baer & Co Zurich, Switzerland	$25.1M	+$4.18M	5	0.1%	Increased
546	HCPC Hamilton Capital Partners (Canada) Toronto,	$25M	+$16.4M	1	3.03%	Increased
547	Johnson Investment Counsel Cincinnati, Ohio	$24.9M	-$454K	2	0.27%	Reduced
548	FAM Foxhaven Asset Management Charlottesville, Virginia	$24.8M	+$12.7M	1	0.67%	Increased
549	Kestra Private Wealth Services Austin, Texas	$24.5M	-$43.5K	8	0.55%	Reduced
550	SI SCP Investment Orinda, California	$24.3M	-$16.9M	1	15.25%	Reduced