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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	TCM Tao Capital Management San Francisco, California	$28.1M	$0	2	23.06%	Maintained
527	CCM Cadian Capital Management New York	$28.1M	-$4.66M	2	1.4%	Reduced
528	Causeway Capital Management Los Angeles, California	$28M	+$1.84M	1	0.76%	Increased
529	Johnson Investment Counsel Cincinnati, Ohio	$28M	+$34.6K	2	0.3%	Increased
530	Kornitzer Capital Management Shawnee Mission, Kansas	$28M	-$490K	3	0.53%	Reduced
531	IP Isomer Partners New York	$27.3M	+$1.31M	1	20.05%	Increased
532	Group One Trading Chicago, Illinois	$27.1M	-$66.4M	13	0.11%	Reduced
533	Mission Wealth Management Santa Barbara, California	$27M	-$3.61M	4	0.71%	Reduced
534	Dana Investment Advisors Waukesha, Wisconsin	$27M	+$14.7M	2	0.91%	Increased
535	HighPoint Advisor Group Downers Grove, Illinois	$26.8M	+$2.45M	3	1.6%	Increased
536	Slate Path Capital New York	$26.8M	+$78K	1	0.51%	Increased
537	SCM Suvretta Capital Management New York	$26.7M	+$23.6M	1	0.98%	New
538	Engineers Gate Manager New York	$26.7M	+$3.18M	10	0.6%	Increased
539	Fisher Asset Management Camas, Washington	$26.7M	-$1.7M	5	0.01%	Reduced
540	AIM Atlantic Investment Management New York	$26.6M	+$29M	1	11.97%	New
541	Trillium Asset Management Boston, Massachusetts	$26.6M	-$923K	1	0.67%	Reduced
542	Independent Financial Group San Diego, California	$26.5M	+$454K	4	1.06%	Increased
543	Cookson Peirce & Co Pittsburgh, Pennsylvania	$26.4M	+$138K	2	1.27%	Increased
544	Woodline Partners San Francisco, California	$26.4M	-$3.23M	3	0.25%	Reduced
545	JGC J. Goldman & Co New York	$26.4M	-$326K	5	0.75%	Reduced
546	FFM Fullerton Fund Management Singapore	$26.3M	-$7.6M	1	1.18%	Reduced
547	CAM Contour Asset Management New York	$26.2M	+$26M	1	0.89%	New
548	Trexquant Investment Stamford, Connecticut	$26.2M	-$17.2M	4	0.4%	Reduced
549	SC Sylebra Capital Palo Alto, California	$26.2M	$0	1	0.97%	Maintained
550	Beacon Pointe Advisors Newport Beach, California	$26.1M	-$1.61M	5	0.31%	Reduced