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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	Coldstream Capital Management Bellevue, Washington	$43.3M	+$11.2M	7	0.53%	Increased
602	Robeco Schweiz Zurich, Switzerland	$43.2M	-$7.28M	3	0.91%	Reduced
603	BCP BSN Capital Partners London, United Kingdom	$43.1M	$0	1	1.1%	Maintained
604	Gabelli Funds Rye, New York	$43.1M	+$279K	4	0.29%	Increased
605	Callan Family Office Radnor, Pennsylvania	$42.9M	-$2.2M	6	0.97%	Reduced
606	AO Allen Operations New York	$42.8M	$0	1	6.39%	Maintained
607	Cullen/Frost Bankers San Antonio, Texas	$42.8M	+$1.48M	3	0.49%	Increased
608	Independent Financial Group San Diego, California	$42.6M	+$753K	6	0.96%	Increased
609	Phoenix Financial Givatayim, Israel	$42.4M	-$5.55M	7	0.4%	Reduced
610	EULAV Asset Management Sarasota, Florida	$42.3M	-$10.1M	3	1.35%	Reduced
611	SCP Sandhill Capital Partners Buffalo, New York	$41.4M	-$5.67M	1	3.56%	Reduced
612	Thompson Siegel & Walmsley Richmond, Virginia	$41.3M	+$38.8M	3	0.72%	Increased
613	Banque Pictet & Cie Geneva 73, Switzerland	$41.2M	-$1.14M	4	0.29%	Reduced
614	Summit Partners Public Asset Management Boston, Massachusetts	$41.2M	+$41.6M	2	1.11%	New
615	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$41M	+$443K	4	0.88%	Increased
616	SG Sienna Gestion Paris, France	$40.9M	+$32.3M	3	2.67%	Increased
617	NewEdge Wealth Pittsburgh, Pennsylvania	$40.9M	-$8.24M	3	0.49%	Reduced
618	ECP Elemental Capital Partners San Francisco, California	$40.7M	+$16.7M	1	17.34%	Increased
619	Choreo LLC Rockford, Illinois	$40.7M	+$3.21M	6	0.5%	Increased
620	PL Parkwood LLC Cleveland, Ohio	$40.7M	+$9.87M	3	3.61%	Increased
621	Tocqueville Asset Management New York	$40.7M	-$3.05M	4	0.6%	Reduced
622	Old Mission Capital Chicago, Illinois	$40.4M	-$29.2M	2	0.64%	Reduced
623	Pinnacle Associates New York	$40.4M	-$835K	5	0.52%	Reduced
624	Jefferies Financial Group New York	$40.3M	-$37M	5	0.28%	Reduced
625	Annex Advisory Services Brookfield, Wisconsin	$40.2M	-$5.93M	2	0.75%	Reduced