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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	State of Michigan Retirement System Lansing, Michigan	$155M	-$1.96M	3	1.08%	Reduced
52	Bank of Montreal Toronto, Ontario, Canada	$150M	-$1.67M	4	0.17%	Reduced
53	Waddell & Reed Financial Overland Park, Kansas	$146M	+$847K	1	0.2%	Increased
54	California Public Employees Retirement System Sacramento, California	$143M	-$7.14M	4	0.2%	Reduced
55	Franklin Resources San Mateo, California	$143M	+$11.5M	2	0.07%	Increased
56	GGHC Gilder Gagnon Howe & Co New York	$135M	-$7.97M	1	1.96%	Reduced
57	Capital Guardian Trust Los Angeles, California	$131M	-$6.31M	2	0.93%	Reduced
58	BlackRock Advisors Wilmington, Delaware	$128M	-$10.8M	3	0.13%	Reduced
59	VOYA Investment Management Atlanta, Georgia	$123M	-$9.9M	2	0.28%	Reduced
60	Teachers Advisors New York	$122M	+$33.5M	3	0.25%	Increased
61	UBS AM Chicago, Illinois	$117M	+$3.58M	2	0.12%	Increased
62	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$115M	-$3.76M	2	0.28%	Reduced
63	Parametric Portfolio Associates Seattle, Washington	$109M	+$28.1M	3	0.24%	Increased
64	Renaissance Technologies New York	$106M	+$18.9M	3	0.29%	Increased
65	Capital International Inc Los Angeles, California	$105M	-$15M	1	6.55%	Reduced
66	Putnam Investments Boston, Massachusetts	$105M	-$3.68M	3	0.22%	Reduced
67	PIM Platinum Investment Management Sydney Australia 2000, Australia	$104M	-$264K	1	2.12%	Reduced
68	UBS Zurich, Switzerland	$103M	+$60.5M	4	0.08%	Increased
69	Harding Loevner Bridgewater, New Jersey	$102M	-$1.36M	1	0.76%	Reduced
70	WCM Investment Management Laguna Beach, California	$100M	+$13.1M	1	3.09%	Increased
71	HAM HHR Asset Management Berkeley Heights, New Jersey	$99.9M	-$31.6M	1	3.91%	Reduced
72	AllianceBernstein Nashville, Tennessee	$99.2M	-$17.1M	3	0.08%	Reduced
73	Macquarie Group Sydney, NSW 2000, Australia	$97.7M	+$27.7M	3	0.21%	Increased
74	AL AJO LP Philadelphia, Pennsylvania	$93.5M	-$2.74M	1	0.41%	Reduced
75	BlackRock Investment Management Wilmington, Delaware	$87.1M	-$12.9M	3	0.12%	Reduced