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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	Franklin Resources San Mateo, California	$165M	+$106M	2	0.07%	Increased
52	State of Michigan Retirement System Lansing, Michigan	$164M	+$8.04M	3	1.15%	Increased
53	Waddell & Reed Financial Overland Park, Kansas	$163M	+$161M	1	0.24%	New
54	California Public Employees Retirement System Sacramento, California	$161M	-$1.31M	4	0.22%	Reduced
55	Manning & Napier Advisors Fairport, New York	$154M	+$15.9M	1	0.59%	Increased
56	BlackRock Advisors Wilmington, Delaware	$153M	-$48.7M	4	0.15%	Reduced
57	Capital International Inc Los Angeles, California	$153M	-$31.2M	1	8.05%	Reduced
58	VOYA Investment Management Atlanta, Georgia	$146M	-$225M	2	0.34%	Reduced
59	GGHC Gilder Gagnon Howe & Co New York	$141M	-$14.4M	1	1.87%	Reduced
60	Wellington Management Group Boston, Massachusetts	$138M	+$124M	3	0.04%	Increased
61	PIM Platinum Investment Management Sydney Australia 2000, Australia	$134M	+$56M	1	2.32%	Increased
62	Harding Loevner Bridgewater, New Jersey	$133M	+$466K	1	0.99%	Increased
63	AllianceBernstein Nashville, Tennessee	$131M	+$722K	3	0.11%	Increased
64	HAM HHR Asset Management Berkeley Heights, New Jersey	$129M	-$62.8K	1	5.11%	Reduced
65	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$122M	+$5.52M	2	0.28%	Increased
66	UBS AM Chicago, Illinois	$120M	-$4.4M	2	0.12%	Reduced
67	Putnam Investments Boston, Massachusetts	$117M	-$22.5M	3	0.25%	Reduced
68	Bank of America Charlotte, North Carolina	$115M	-$70.8M	4	0.04%	Reduced
69	Epoch Investment Partners New York	$114M	-$182M	1	0.44%	Reduced
70	WCM Investment Management Laguna Beach, California	$113M	+$95.2M	1	2.82%	Increased
71	TCM Tiger Consumer Management New York	$111M	+$12.7M	1	5.28%	Increased
72	PC Paulson & Co New York	$110M	$0	1	0.48%	Maintained
73	BlackRock Investment Management Wilmington, Delaware	$109M	-$29.5M	4	0.15%	Reduced
74	AL AJO LP Philadelphia, Pennsylvania	$108M	-$3.84M	1	0.46%	Reduced
75	1832 Asset Management Toronto, Ontario, Canada	$100M	+$33.7M	2	0.32%	Increased