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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	BWP Balboa Wealth Partners Scottsdale, Arizona	$51.1M	-$4.94M	2	11.65%	Reduced
527	Sanders Capital West Palm Beach, Florida	$50.8M	+$109K	1	0.07%	Increased
528	Advisory Services Network Atlanta, Georgia	$50.6M	-$1.92M	6	0.94%	Reduced
529	Liontrust Investment Partners London, United Kingdom	$50.4M	-$21.8M	3	0.73%	Reduced
530	Kayne Anderson Rudnick Investment Management Los Angeles, California	$50M	-$3.41M	4	0.12%	Reduced
531	Exchange Traded Concepts Oklahoma City, Oklahoma	$50M	-$9.94M	5	0.99%	Reduced
532	Munro Partners Melbourne, Australia	$49.9M	-$11.1M	1	1.66%	Reduced
533	Independent Advisor Alliance Charlotte, North Carolina	$49.8M	+$6.31M	2	0.66%	Increased
534	SC Sylebra Capital Palo Alto, California	$49.3M	$0	1	1.85%	Maintained
535	OHIF Oriental Harbor Investment Fund Hong Kong	$49.1M	+$21M	1	4.93%	Increased
536	Jain Global New York	$49M	+$49.5M	8	1.46%	New
537	Mission Wealth Management Santa Barbara, California	$48.8M	-$2.3M	2	1.14%	Reduced
538	TCM Tao Capital Management San Francisco, California	$48.6M	$0	2	33.91%	Maintained
539	FTCM First Trust Capital Management Chicago, Illinois	$48.4M	+$317K	1	3.7%	Increased
540	Capstone Investment Advisors New York	$48.3M	+$9.99M	3	0.12%	Increased
541	SAM Shell Asset Management The Hague, Netherlands	$47.7M	+$2.98M	3	2.08%	Increased
542	Empowered Funds Havertown, Pennsylvania	$47.2M	+$14.2M	6	0.69%	Increased
543	SPWM Straight Path Wealth Management Jenison, Michigan	$47.2M	-$1.74M	1	18.68%	Reduced
544	AIA Group Hong Kong	$47.1M	+$9.61M	2	1.14%	Increased
545	SCA Snowden Capital Advisors New York	$46.3M	+$2.22M	2	1.44%	Increased
546	AIM Atlantic Investment Management New York	$46.2M	+$9.53M	1	22.32%	Increased
547	CCS Concentric Capital Strategies Stamford, Connecticut	$46.1M	+$13.5M	5	2.12%	Increased
548	II Ibex Investors Denver, Colorado	$45.7M	+$1.67M	2	39.43%	Increased
549	ACL APEIRON Capital Ltd Hong Kong	$45.7M	+$23.8M	2	17.02%	Increased
550	Peregrine Capital Management Minneapolis, Minnesota	$45.6M	-$2.6M	1	1.35%	Reduced