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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	Neuberger Berman Group New York	$141M	+$63.1M	2	0.19%	Increased
52	OppenheimerFunds New York	$137M	-$16.1M	2	0.17%	Reduced
53	Credit Suisse Zurich, Switzerland	$132M	+$3.7M	3	0.13%	Increased
54	HCM Highfields Capital Management Boston, Massachusetts	$132M	+$11.8M	1	1.1%	Increased
55	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$128M	+$53.9M	3	2.47%	Increased
56	Swiss National Bank Zurich, Switzerland	$128M	+$6.88M	2	0.2%	Increased
57	VanEck Associates New York	$126M	+$29.3M	2	0.63%	Increased
58	California Public Employees Retirement System Sacramento, California	$123M	-$3.75M	4	0.21%	Reduced
59	Zevenbergen Capital Investments Edmonds, Washington	$121M	-$4.06M	1	5.68%	Reduced
60	Harding Loevner Bridgewater, New Jersey	$113M	-$1.12M	1	0.79%	Reduced
61	Schroder Investment Management Group London, United Kingdom	$110M	+$65.1M	3	0.21%	Increased
62	BlackRock New York	$110M	+$21.6M	3	0.16%	Increased
63	Wedge Capital Management Charlotte, North Carolina	$108M	+$38.8M	1	1.04%	Increased
64	TPI Tesco Pension Investment London, United Kingdom	$106M	-$32.9M	1	3.38%	Reduced
65	Waddell & Reed Financial Overland Park, Kansas	$104M	+$4.29M	2	0.23%	Increased
66	Barclays London, United Kingdom	$103M	+$27.4M	3	0.11%	Increased
67	Charles Schwab San Francisco, California	$96.3M	+$7.21M	3	0.11%	Increased
68	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$93.6M	+$740K	2	0.19%	Increased
69	Fred Alger Management New York	$93.2M	-$31.2M	3	0.51%	Reduced
70	APG Asset Management Amsterdam, Netherlands	$91.6M	-$8.58M	2	0.17%	Reduced
71	Two Sigma Advisers New York	$91M	+$59M	2	0.35%	Increased
72	Acadian Asset Management Boston, Massachusetts	$90.8M	+$4.85M	1	0.44%	Increased
73	HAM HHR Asset Management Berkeley Heights, New Jersey	$89.2M	-$4.95M	1	4.84%	Reduced
74	Teachers Advisors New York	$86.7M	-$30.1M	2	0.14%	Reduced
75	Janus Henderson Group London,	$84.1M	-$23.1M	3	0.62%	Reduced