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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	California Public Employees Retirement System Sacramento, California	$190M	-$6.55M	4	0.3%	Reduced
52	OppenheimerFunds New York	$188M	-$69.3M	1	0.23%	Reduced
53	Citigroup New York	$173M	+$128M	4	0.16%	Increased
54	Glenview Capital Management New York	$163M	+$155M	1	1.06%	New
55	Charles Schwab San Francisco, California	$159M	+$10.8M	4	0.15%	Increased
56	D.E. Shaw & Co New York	$155M	+$126M	3	0.26%	Increased
57	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$151M	-$45.5M	3	2.45%	Reduced
58	Credit Suisse Zurich, Switzerland	$149M	-$57.5M	4	0.15%	Reduced
59	Zevenbergen Capital Investments Edmonds, Washington	$148M	-$29.2M	1	6.44%	Reduced
60	Waddell & Reed Financial Overland Park, Kansas	$144M	-$38.2M	3	0.32%	Reduced
61	Barclays London, United Kingdom	$144M	+$64.3M	4	0.15%	Increased
62	Russell Investments Group London, United Kingdom	$142M	-$132M	3	0.25%	Reduced
63	UBS Group Zurich, Switzerland	$142M	+$64.7M	5	0.07%	Increased
64	APG Asset Management Amsterdam, Netherlands	$134M	+$7.1M	2	0.24%	Increased
65	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$131M	+$2.49M	1	0.19%	Increased
66	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$130M	-$6.38M	3	0.28%	Reduced
67	Royal Bank of Canada Toronto, Ontario, Canada	$126M	+$8.82M	5	0.07%	Increased
68	Putnam Investments Boston, Massachusetts	$126M	+$53.2M	1	0.29%	Increased
69	BNP Paribas Financial Markets Paris, France	$123M	+$40.9M	4	0.37%	Increased
70	Ameriprise Minneapolis, Minnesota	$119M	-$10.5M	3	0.06%	Reduced
71	Acadian Asset Management Boston, Massachusetts	$119M	+$49.1M	2	0.54%	Increased
72	Schroder Investment Management Group London, United Kingdom	$118M	-$34.4M	3	0.21%	Reduced
73	Wedge Capital Management Charlotte, North Carolina	$115M	-$15.2M	1	1.1%	Reduced
74	VanEck Associates New York	$113M	-$42.7M	2	0.62%	Reduced
75	Voloridge Investment Management Jupiter, Florida	$112M	+$104M	3	2.79%	New