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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
626	GAM Goldentree Asset Management New York	$35.1M	-$5.47M	1	2.7%	Reduced
627	Apollon Wealth Management Mount Pleasant, South Carolina	$34.8M	+$1.05M	3	0.8%	Increased
628	NZS Capital Denver, Colorado	$34.7M	+$10.6M	1	1.48%	Increased
629	UM Ulysses Management New York	$34.6M	+$3.57M	1	5.54%	Increased
630	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$34.2M	-$10.3M	2	2.2%	Reduced
631	Aspex Management (HK) Central, Hong Kong	$34.1M	+$31.6M	1	0.92%	New
632	WCMNY Westchester Capital Management (New York) Valhalla, New York	$34M	$0	1	1.85%	Maintained
633	Global Retirement Partners San Rafael, California	$34M	+$2.96M	19	0.97%	Increased
634	Ameritas Investment Partners Lincoln, Nebraska	$33.9M	-$2.89M	9	1.1%	Reduced
635	HCM Hodges Capital Management Dallas, Texas	$33.8M	-$231K	2	2.03%	Reduced
636	KA Kintegral Advisory New York	$33.8M	-$1.28M	3	3.19%	Reduced
637	GLCM Greenlea Lane Capital Management Weston, Connecticut	$33.7M	-$4.47M	1	10.15%	Reduced
638	RFA Rollins Financial Advisors New York City, New York	$33.4M	-$5.54M	2	5.22%	Reduced
639	Beacon Pointe Advisors Newport Beach, California	$33.3M	-$1.52M	3	0.37%	Reduced
640	CHCM Columbus Hill Capital Management Short Hills, New Jersey	$33.3M	+$3.2M	1	6.36%	Increased
641	F FIFTHDELTA London, United Kingdom	$33.3M	+$1.36M	2	11.79%	Increased
642	Pinnacle Associates New York	$33.3M	+$3.72M	5	0.45%	Increased
643	Empirical Finance Havertown, Pennsylvania	$33.2M	-$128K	2	1.92%	Reduced
644	DCP Diameter Capital Partners New York	$33M	+$29M	1	4.87%	New
645	M&G plc London, United Kingdom	$32.9M	-$222K	4	0.2%	Reduced
646	EP Wealth Advisors Torrance, California	$32.8M	-$560K	3	0.27%	Reduced
647	TFA Teamwork Financial Advisors San Antonio, Texas	$32.8M	+$18.5M	2	4.26%	Increased
648	OCAM Owl Creek Asset Management New York	$32.7M	-$2.6M	1	0.66%	Reduced
649	KOC Koss-Olinger Consulting Gainesville, Florida	$32.5M	-$22M	1	2.85%	Reduced
650	BOK Financial Tulsa, Oklahoma	$32.4M	+$1.19M	3	0.55%	Increased