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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	$157M	-$22.4M	4	0.2%	Reduced
52	Schroder Investment Management Group London, United Kingdom	$150M	-$73.6M	3	0.17%	Reduced
53	California Public Employees Retirement System Sacramento, California	$149M	+$40.3M	4	0.21%	Increased
54	State of Michigan Retirement System Lansing, Michigan	$143M	+$7.13M	3	1.08%	Increased
55	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$141M	+$46.3M	2	3.75%	Increased
56	GGHC Gilder Gagnon Howe & Co New York	$137M	-$45.1M	1	1.87%	Reduced
57	BlackRock Investment Management Wilmington, Delaware	$136M	-$18.1M	3	0.2%	Reduced
58	Capital Guardian Trust Los Angeles, California	$133M	+$18.9M	2	0.9%	Increased
59	Maverick Capital Dallas, Texas	$133M	+$42M	1	1.86%	Increased
60	Putnam Investments Boston, Massachusetts	$132M	-$57.8M	3	0.3%	Reduced
61	AllianceBernstein Nashville, Tennessee	$122M	+$40.9M	3	0.11%	Increased
62	UBS AM Chicago, Illinois	$117M	+$18.1M	2	0.12%	Increased
63	Manning & Napier Advisors Fairport, New York	$115M	+$10.8M	1	0.47%	Increased
64	Teachers Advisors New York	$113M	-$15.2M	3	0.25%	Reduced
65	HAM HHR Asset Management Berkeley Heights, New Jersey	$112M	-$32.2M	1	4.61%	Reduced
66	Columbia Wanger Asset Management Chicago, Illinois	$112M	+$32.7M	1	0.44%	Increased
67	Harding Loevner Bridgewater, New Jersey	$112M	+$137M	1	0.85%	New
68	AL AJO LP Philadelphia, Pennsylvania	$110M	+$36.4M	1	0.48%	Increased
69	PC Paulson & Co New York	$109M	$0	1	0.53%	Maintained
70	HCM Highfields Capital Management Boston, Massachusetts	$107M	+$23M	1	0.9%	Increased
71	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$106M	-$5.46M	2	0.26%	Reduced
72	QIM Quantitative Investment Management Charlottesville, Virginia	$104M	+$95.4M	2	4.93%	Increased
73	Lansdowne Partners Limited Partnership London, United Kingdom	$103M	+$99.5M	1	0.87%	New
74	BAMCO Inc New York	$102M	+$95.2M	2	0.42%	Increased
75	Lazard Asset Management New York	$101M	+$10.8M	1	0.23%	Increased