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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
601	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$20.5M	+$85.9K	2	0.54%	Increased
602	LSCM Light Street Capital Management Palo Alto, California	$20.4M	+$7.6M	2	4.95%	Increased
603	NewEdge Wealth Pittsburgh, Pennsylvania	$20.4M	-$7.31M	4	0.46%	Reduced
604	BOK Financial Tulsa, Oklahoma	$20.3M	+$2.28M	4	0.37%	Increased
605	AP Adero Partners Pleasanton, California	$20.2M	-$324K	3	1.53%	Reduced
606	FTCM First Trust Capital Management Chicago, Illinois	$20M	-$3.24M	1	1.7%	Reduced
607	PAM Pinpoint Asset Management Hong Kong	$19.9M	+$2.64M	2	3.19%	Increased
608	FC FORA Capital Miami, Florida	$19.8M	+$18.2M	1	1.63%	Increased
609	OCM Ogborne Capital Management San Francisco, California	$19.8M	-$22.6M	1	4.98%	Reduced
610	Avantax Advisory Services Dallas, Texas	$19.8M	+$528K	4	0.18%	Increased
611	Park Avenue Securities New York	$19.8M	+$2.41M	4	0.26%	Increased
612	CUAMC China Universal Asset Management Company Shanghai, China	$19.7M	+$2.63M	4	2.51%	Increased
613	Vinva Investment Management Sydney, Australia	$19.7M	-$1.92M	3	1.1%	Reduced
614	Badgley Phelps Wealth Managers Seattle, Washington	$19.7M	+$540K	2	0.49%	Increased
615	SCM Silvant Capital Management Atlanta, Georgia	$19.6M	+$13.9K	2	0.93%	Increased
616	Oppenheimer Asset Management New York	$19.5M	-$7.98M	6	0.29%	Reduced
617	Calamos Wealth Management Naperville, Illinois	$19.5M	+$516K	2	1.09%	Increased
618	Level Four Advisory Services Dallas, Texas	$19.5M	+$622K	3	1.07%	Increased
619	HighPoint Advisor Group Downers Grove, Illinois	$19.4M	-$451K	3	1.37%	Reduced
620	Gotham Asset Management New York	$19.4M	+$1.25M	5	0.29%	Increased
621	F FIFTHDELTA London, United Kingdom	$19.4M	-$41.2M	1	3.46%	Reduced
622	Capitolis Liquid Global Markets New York	$19.4M	+$9M	2	0.31%	Increased
623	BCM Bornite Capital Management New York	$19.2M	+$17.9M	1	3.23%	New
624	Davidson Kempner Capital Management New York	$19.2M	-$10.8M	1	0.25%	Reduced
625	SC Slow Capital Greenbrae, California	$19.2M	+$3.21M	3	3.08%	Increased