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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
551	Choreo LLC Rockford, Illinois	$31.3M	+$1.15M	5	0.46%	Increased
552	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$31.1M	-$66.4K	1	0.32%	Reduced
553	DF Dent & Co Baltimore, Maryland	$31.1M	+$9.43M	1	0.38%	Increased
554	Oppenheimer Asset Management New York	$31M	+$1.69M	3	0.37%	Increased
555	Kovitz Investment Group Partners Chicago, Illinois	$30.9M	+$14.2M	2	0.22%	Increased
556	UMB Bank Kansas City, Missouri	$30.9M	+$8.21M	5	0.48%	Increased
557	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$30.9M	+$210K	4	1.18%	Increased
558	Lingotto Investment Management London, United Kingdom	$30.8M	+$4.59M	2	0.89%	Increased
559	Acadian Asset Management Boston, Massachusetts	$30.5M	+$8.02M	4	0.09%	Increased
560	United Capital Financial Advisors Irving, Texas	$30.4M	+$1.61M	4	0.25%	Increased
561	M&G plc London, United Kingdom	$30.4M	-$11.2M	4	0.11%	Reduced
562	IP Interval Partners New York	$30.2M	-$15M	2	0.68%	Reduced
563	Allianz Munich, Germany	$30.1M	-$9.36M	3	0.82%	Reduced
564	CC Covalis Capital London, United Kingdom	$30.1M	+$14.8M	1	4.23%	Increased
565	Baker Avenue Asset Management San Francisco, California	$30M	+$2.41M	2	0.95%	Increased
566	Advisory Services Network Atlanta, Georgia	$30M	$0	3	0.62%	Maintained
567	CAS Coppell Advisory Solutions Coppell, Texas	$30M	+$25.6M	6	4.41%	Increased
568	D.A. Davidson & Co Great Falls, Montana	$30M	+$520K	5	0.25%	Increased
569	SignatureFD Atlanta, Georgia	$30M	-$95.4K	13	0.57%	Reduced
570	PL Parkwood LLC Cleveland, Ohio	$29.7M	-$349K	3	2.09%	Reduced
571	TCM Tao Capital Management San Francisco, California	$29.7M	$0	2	26.86%	Maintained
572	DAM Deltec Asset Management New York	$29.3M	-$6.52M	3	5.79%	Reduced
573	Capstone Investment Advisors New York	$29M	-$89.6M	4	0.09%	Reduced
574	SCA Snowden Capital Advisors New York	$29M	+$882K	3	0.86%	Increased
575	HBK Investments Dallas, Texas	$28.6M	+$10.4M	1	0.31%	Increased