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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	Sequoia Financial Advisors Akron, Ohio	$53.3M	+$2.05M	6	0.32%	Increased
602	LWM Long Walk Management Greenwich, Connecticut	$53.1M	-$1.86M	1	10.74%	Reduced
603	Carlyle Group Washington, District of Columbia	$53.1M	$0	1	1.22%	Maintained
604	Summit Trail Advisors New York	$53M	+$3.85M	7	0.73%	Increased
605	KI Keystone Investors Singapore	$53M	+$13.9M	3	6.12%	Increased
606	Allworth Financial Folsom, California	$52.8M	-$1.05M	17	0.23%	Reduced
607	Associated Banc-Corp Green Bay, Wisconsin	$52.3M	+$2.04M	2	1.38%	Increased
608	MC Maplelane Capital New York	$52.2M	+$34M	2	1.25%	New
609	CPX Canaan Partners XI Menlo Park, California	$52.2M	$0	1	50.71%	Maintained
610	SPWM Straight Path Wealth Management Jenison, Michigan	$52.1M	+$8.32K	1	14.05%	Increased
611	Walleye Trading New York	$51.8M	-$30.4M	9	0.08%	Reduced
612	Banque Pictet & Cie Geneva 73, Switzerland	$51.8M	+$6.04M	4	0.3%	Increased
613	TS Triglav Skladi Ljubljana, Slovenia	$51.4M	+$3.54M	4	3.36%	Increased
614	IHL Investment House LLC Redondo Beach, California	$50.8M	+$944K	3	2.41%	Increased
615	Seven Grand Managers Bronxville, New York	$50.7M	+$43.6M	2	4.12%	New
616	Tokio Marine Asset Management Tokyo, Japan	$50.7M	+$1.7M	4	1.8%	Increased
617	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$50.4M	+$12.2M	2	2.55%	Increased
618	LMC Lightspeed Management Company Menlo Park, California	$50.2M	+$70.6M	1	15.59%	Increased
619	MSR Main Street Research Lakeville, Connecticut	$50.2M	+$749K	2	2.71%	Increased
620	Cullen/Frost Bankers San Antonio, Texas	$50M	-$625K	4	0.58%	Reduced
621	Merit Financial Group Alpharetta, Georgia	$49.8M	+$2.98M	6	0.46%	Increased
622	Howard Capital Management Roswell, Georgia	$49.5M	+$1.97M	2	0.65%	Increased
623	Artemis Investment Management Edinburgh, United Kingdom	$48.7M	+$10M	2	0.61%	Increased
624	HBK Investments Dallas, Texas	$48.7M	+$563K	1	0.53%	Increased
625	NZS Capital Denver, Colorado	$48.6M	+$2.82M	1	1.49%	Increased