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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	USAA United Services Automobile Association San Antonio, Texas	$138M	+$8.94M	3	0.49%	Increased
52	American Century Companies Kansas City, Missouri	$134M	-$16.7M	2	0.15%	Reduced
53	Susquehanna International Group Bala Cynwyd, Pennsylvania	$133M	-$21.7M	3	0.06%	Reduced
54	Zevenbergen Capital Investments Edmonds, Washington	$131M	+$1.63M	1	5.49%	Increased
55	California Public Employees Retirement System Sacramento, California	$129M	$0	4	0.18%	Maintained
56	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$125M	+$17M	2	0.29%	Increased
57	Citadel Advisors Miami, Florida	$123M	+$3.17M	3	0.12%	Increased
58	UBS AM Chicago, Illinois	$119M	-$2.66M	2	0.11%	Reduced
59	Bank of America Charlotte, North Carolina	$117M	+$54.9M	4	0.04%	Increased
60	AllianceBernstein Nashville, Tennessee	$116M	-$1.54M	2	0.09%	Reduced
61	VOYA Investment Management Atlanta, Georgia	$114M	-$33.6M	2	0.25%	Reduced
62	GGHC Gilder Gagnon Howe & Co New York	$113M	+$8.07M	2	1.57%	Increased
63	Putnam Investments Boston, Massachusetts	$111M	+$5.88M	2	0.22%	Increased
64	HAM HHR Asset Management Berkeley Heights, New Jersey	$109M	+$4.66M	1	4.22%	Increased
65	New York State Common Retirement Fund Albany, New York	$108M	+$8.38M	2	0.16%	Increased
66	Thrivent Financial for Lutherans Minneapolis, Minnesota	$107M	+$246K	2	0.59%	Increased
67	AL AJO LP Philadelphia, Pennsylvania	$106M	-$5.34M	1	0.44%	Reduced
68	Two Sigma Investments New York	$103M	+$45.1M	2	0.48%	Increased
69	Schroder Investment Management Group London, United Kingdom	$100M	-$91M	3	0.2%	Reduced
70	BlackRock Investment Management Wilmington, Delaware	$98.2M	+$171K	3	0.13%	Increased
71	Rockefeller Financial Services New York	$95.8M	+$5.64M	1	2.07%	Increased
72	Parametric Portfolio Associates Seattle, Washington	$92.9M	+$6.66M	3	0.19%	Increased
73	Credit Suisse Zurich, Switzerland	$90.1M	-$16M	2	0.09%	Reduced
74	Teachers Advisors New York	$90M	-$26M	2	0.17%	Reduced
75	Charles Schwab San Francisco, California	$89.9M	+$15.7M	2	0.13%	Increased