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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
51	Bank of Montreal Toronto, Ontario, Canada	$160M	+$2.42M	4	0.22%	Increased
52	BlackRock Investment Management Wilmington, Delaware	$155M	+$55.2M	3	0.23%	Increased
53	SPC Silver Point Capital Greenwich, Connecticut	$152M	-$81.3M	1	12.49%	Reduced
54	Manning & Napier Advisors Fairport, New York	$151M	+$126M	2	0.68%	Increased
55	Pzena Investment Management New York	$148M	-$29.5M	1	0.86%	Reduced
56	GC Greenlight Capital New York	$144M	-$54.1M	1	1.98%	Reduced
57	Fred Alger Management New York	$141M	-$1.69M	3	0.72%	Reduced
58	Maverick Capital Dallas, Texas	$141M	+$33.8M	1	1.82%	Increased
59	GGHC Gilder Gagnon Howe & Co New York	$137M	+$125K	2	1.95%	Increased
60	Lazard Asset Management New York	$132M	-$22.9M	2	0.29%	Reduced
61	Capital International Investors Los Angeles, California	$130M	+$117M	1	0.4%	New
62	Susquehanna International Group Bala Cynwyd, Pennsylvania	$129M	-$40.6M	4	0.06%	Reduced
63	Oaktree Capital Management Los Angeles, California	$128M	-$50.6M	1	2.35%	Reduced
64	Deutsche Bank Frankfurt Am Main Ge, Germany	$123M	+$31.1M	3	0.09%	Increased
65	Columbia Wanger Asset Management Chicago, Illinois	$122M	+$22M	1	0.47%	Increased
66	ACM Andor Capital Management Rye Brook, New York	$120M	+$72.8M	1	6.61%	Increased
67	CGM Capital Growth Management Boston, Massachusetts	$118M	+$88.2M	2	3.04%	Increased
68	Fidelity International Hamilton, Bermuda	$111M	-$35.5M	2	0.45%	Reduced
69	Discovery Capital Management South Norwalk, Connecticut	$111M	+$8.67M	1	0.82%	Increased
70	Wellington Management Group Boston, Massachusetts	$110M	-$32.7M	3	0.03%	Reduced
71	Teachers Advisors New York	$110M	-$8.5M	3	0.25%	Reduced
72	Neuberger Berman Group New York	$109M	-$1.78M	2	0.11%	Reduced
73	State of Michigan Retirement System Lansing, Michigan	$106M	+$56.4M	3	0.81%	Increased
74	HAM HHR Asset Management Berkeley Heights, New Jersey	$105M	+$25.6M	1	4.24%	Increased
75	HCM Hoplite Capital Management New York	$102M	-$22.4M	1	2.88%	Reduced