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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	Independent Advisor Alliance Charlotte, North Carolina	$69.3M	-$973K	5	1.8%	Reduced
527	HCS Himension Capital (Singapore) Singapore	$69.1M	+$6.43M	4	4.24%	Increased
528	Oppenheimer Asset Management New York	$69M	+$12.1M	5	0.76%	Increased
529	TCM Tao Capital Management San Francisco, California	$68.8M	$0	2	52.04%	Maintained
530	SAM Synergy Asset Management Vancouver, Washington	$67.9M	+$39.6M	2	2.46%	Increased
531	Brinker Capital Investments Berwyn, Pennsylvania	$67.6M	+$2.06M	4	0.52%	Increased
532	PI PFG Investments Woodbury, New York	$67.5M	+$1.09M	5	3.5%	Increased
533	Park Avenue Securities New York	$67.4M	+$5.6M	5	0.53%	Increased
534	Advisory Services Network Atlanta, Georgia	$67M	+$1.38M	17	0.98%	Increased
535	New Mexico Educational Retirement Board Santa Fe, New Mexico	$66.4M	-$1.81M	3	2.06%	Reduced
536	GIG Goodnow Investment Group Darien, Connecticut	$66M	-$993K	1	6.32%	Reduced
537	DF Dent & Co Baltimore, Maryland	$65.9M	+$3.85M	1	0.85%	Increased
538	EULAV Asset Management Sarasota, Florida	$65.7M	+$815K	3	1.53%	Increased
539	Allianz Munich, Germany	$65.6M	-$7.06M	4	1.39%	Reduced
540	Tocqueville Asset Management New York	$65.5M	-$691K	4	0.95%	Reduced
541	CCME CIBC Capital Markets (Europe) Luxembourg	$65.5M	$0	2	11.42%	Maintained
542	Integrated Wealth Concepts Waltham, Massachusetts	$65.2M	+$4.17M	8	0.58%	Increased
543	IEFM IQ EQ Fund Management Dublin 2, Ireland	$65M	+$24.3M	2	4.4%	Increased
544	TC Tairen Capital Hong Kong	$65M	+$50.7M	1	7.02%	New
545	SCP Sandhill Capital Partners Buffalo, New York	$65M	-$406K	2	4.54%	Reduced
546	Durable Capital Partners Bethesda, Maryland	$64.9M	-$49M	1	0.48%	Reduced
547	AlTi Global New York	$64.9M	-$6.22M	4	1.52%	Reduced
548	SteelPeak Wealth Woodland Hills, California	$64.5M	+$1.46M	4	2.15%	Increased
549	Huntington National Bank Columbus, Ohio	$64.2M	-$728K	9	0.39%	Reduced
550	Johnson Investment Counsel Cincinnati, Ohio	$64.1M	+$1.24M	3	0.54%	Increased