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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	UBS AM Chicago, Illinois	$157M	+$53.9M	2	0.18%	Increased
52	OppenheimerFunds New York	$152M	-$33.7M	2	0.2%	Reduced
53	Waddell & Reed Financial Overland Park, Kansas	$151M	-$82.8M	2	0.28%	Reduced
54	GGHC Gilder Gagnon Howe & Co New York	$150M	-$6.3M	1	2.94%	Reduced
55	New York State Common Retirement Fund Albany, New York	$148M	-$1.07M	3	0.23%	Reduced
56	Zevenbergen Capital Investments Edmonds, Washington	$143M	-$308K	1	6.47%	Reduced
57	Comgest Global Investors Paris, France	$136M	+$3.31M	1	4.62%	Increased
58	California Public Employees Retirement System Sacramento, California	$132M	-$3.15M	4	0.21%	Reduced
59	Allianz Asset Management Munich, Germany	$120M	-$28.1M	3	0.14%	Reduced
60	ACM Andor Capital Management Rye Brook, New York	$115M	-$98.7M	1	49.57%	Reduced
61	State of Michigan Retirement System Lansing, Michigan	$114M	-$49.5M	3	0.9%	Reduced
62	Susquehanna International Group Bala Cynwyd, Pennsylvania	$111M	+$42.6M	4	0.06%	Increased
63	Swiss National Bank Zurich, Switzerland	$109M	+$29.9M	2	0.2%	Increased
64	ABC Anchor Bolt Capital Chicago, Illinois	$108M	-$3.49M	1	3.54%	Reduced
65	BNP Paribas Financial Markets Paris, France	$105M	+$54.5M	3	0.44%	Increased
66	Calamos Advisors Naperville, Illinois	$105M	+$6.16M	3	0.69%	Increased
67	Rockefeller Financial Services New York	$98.5M	+$13.5M	2	1.91%	Increased
68	Janus Henderson Group London,	$94.1M	+$8.22M	3	0.76%	Increased
69	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$93.6M	+$10.6M	2	0.2%	Increased
70	APG Asset Management Amsterdam, Netherlands	$91.7M	+$10.9M	2	0.19%	Increased
71	HAM HHR Asset Management Berkeley Heights, New Jersey	$89.3M	-$16.7M	1	4.22%	Reduced
72	VanEck Associates New York	$88.2M	+$3.21M	2	0.59%	Increased
73	Charles Schwab San Francisco, California	$88M	+$1.44M	3	0.12%	Increased
74	Harding Loevner Bridgewater, New Jersey	$87.8M	-$2.63M	1	0.69%	Reduced
75	Putnam Investments Boston, Massachusetts	$87M	-$11.3M	3	0.21%	Reduced