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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	TAC Twenty Acre Capital Newtown, Pennsylvania	$11.1M	-$971K	3	13.48%	Reduced
652	Capstone Investment Advisors New York	$11.1M	-$1.91M	4	0.08%	Reduced
653	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$11M	+$6.54M	3	0.88%	Increased
654	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$10.9M	+$1.32M	9	0.24%	Increased
655	JIP Jaffetilchin Investment Partners Tampa, Florida	$10.9M	+$2.87M	1	1.33%	Increased
656	Stratos Wealth Partners Beachwood, Ohio	$10.9M	+$665K	5	0.28%	Increased
657	Mizuho Markets Americas New York	$10.9M	+$11.5M	2	0.64%	Increased
658	Wedbush Securities Los Angeles, California	$10.8M	-$110K	2	0.6%	Reduced
659	PWAM Park West Asset Management San Francisco, California	$10.8M	$0	1	1.06%	Maintained
660	LSCM Light Street Capital Management Palo Alto, California	$10.8M	-$21.9M	2	4.02%	Reduced
661	AGM Alpine Global Management New York	$10.8M	+$16M	12	3.57%	Increased
662	GIP Granite Investment Partners El Segundo, California	$10.7M	-$1.97M	2	0.45%	Reduced
663	Gratus Capital Atlanta, Georgia	$10.7M	+$12.7M	2	0.88%	New
664	Barings Charlotte, North Carolina	$10.7M	-$629K	2	0.38%	Reduced
665	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$10.6M	-$554K	2	1.76%	Reduced
666	HIM HGC Investment Management Toronto, Ontario, Canada	$10.6M	+$6.85M	2	1.09%	Increased
667	D.A. Davidson & Co Great Falls, Montana	$10.6M	+$2.04M	5	0.12%	Increased
668	Empyrean Capital Partners Los Angeles, California	$10.6M	$0	1	0.33%	Maintained
669	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$10.6M	+$26.5K	3	0.51%	Increased
670	Bleakley Financial Group Fairfield, New Jersey	$10.5M	+$15.6M	4	0.38%	New
671	ARAM Ardmore Road Asset Management New York	$10.5M	+$3.89M	1	5.45%	Increased
672	DCI Data Collective IV Palo Alto, California	$10.5M	$0	1	11.01%	Maintained
673	Pinnacle Associates New York	$10.4M	-$472K	3	0.23%	Reduced
674	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$10.4M	-$2.8M	1	0.27%	Reduced
675	ORAM One River Asset Management Stamford, Connecticut	$10.4M	+$16.1M	1	0.62%	New