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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
651	Brighton Jones LLC Seattle, Washington	$13M	+$299K	4	0.75%	Increased
652	TCTC Holdings Dallas, Texas	$13M	+$9.85M	3	0.57%	Increased
653	Meag Munich Ergo Munich, Germany	$12.8M	+$225K	2	0.76%	Increased
654	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$12.8M	+$2.46M	1	1.84%	Increased
655	Centiva Capital New York	$12.7M	+$5.2M	9	0.3%	Increased
656	Atria Investments Charlotte, North Carolina	$12.6M	+$1.37M	2	0.26%	Increased
657	FDC Flight Deck Capital San Francisco, California	$12.6M	+$7.47M	2	9.46%	Increased
658	TCM Twin Capital Management Mcmurray, Pennsylvania	$12.4M	+$693K	1	1.58%	Increased
659	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$12.4M	-$1.33M	2	0.68%	Reduced
660	Accredited Investors Edina, Minnesota	$12.4M	-$3.68M	1	1.46%	Reduced
661	KL KIM LLC Wichita, Kansas	$12.3M	+$11.6M	4	0.59%	New
662	FPCP Fort Point Capital Partners San Francisco, California	$12.3M	-$45.8K	3	2.01%	Reduced
663	Synovus Financial Columbus, Georgia	$12.3M	+$401	3	0.14%	Increased
664	Context Capital Management Lajolla, California	$12.3M	-$100K	4	0.88%	Reduced
665	IGM Incline Global Management New York	$12.2M	+$5.71M	1	3.5%	Increased
666	GAA Green Alpha Advisors Niwot, Colorado	$12.2M	+$12.5M	2	2.8%	Increased
667	NIMI Natixis Investment Managers International Paris, France	$12.2M	+$2.94M	2	0.25%	Increased
668	Summit Trail Advisors New York	$12.1M	-$1.61M	4	0.75%	Reduced
669	FHA Flagship Harbor Advisors Boston, Massachusetts	$12M	+$936K	3	1.35%	Increased
670	HAM Harber Asset Management Asheville, North Carolina	$12M	+$340K	1	3.68%	Increased
671	Kestra Private Wealth Services Austin, Texas	$12M	-$973K	4	0.68%	Reduced
672	DIA Davidson Investment Advisors Great Falls, Montana	$11.9M	+$3.69M	1	1.01%	Increased
673	LSCM Light Street Capital Management Palo Alto, California	$11.8M	-$24.9M	1	0.96%	Reduced
674	CVGI Craft Ventures GP I San Francisco, California	$11.8M	$0	1	100%	Maintained
675	BGI BlueDrive Global Investors London, United Kingdom	$11.7M	-$16.1M	1	8.31%	Reduced