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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	OppenheimerFunds New York	$207M	-$4.01M	1	0.25%	Reduced
52	Capital Research Global Investors Los Angeles, California	$206M	-$8.08M	2	0.06%	Reduced
53	California Public Employees Retirement System Sacramento, California	$200M	+$6.42M	4	0.3%	Increased
54	SIG Senator Investment Group New York	$185M	-$106M	1	2.46%	Reduced
55	Waddell & Reed Financial Overland Park, Kansas	$178M	+$21.3M	3	0.4%	Increased
56	Barclays London, United Kingdom	$174M	+$35.2M	4	0.18%	Increased
57	Charles Schwab San Francisco, California	$173M	+$8.55M	4	0.15%	Increased
58	UBS Group Zurich, Switzerland	$163M	+$14.6M	5	0.08%	Increased
59	Citigroup New York	$160M	-$8.32M	4	0.13%	Reduced
60	Citadel Advisors Miami, Florida	$158M	+$78.3M	3	0.12%	Increased
61	APG Asset Management Amsterdam, Netherlands	$153M	+$11M	2	0.25%	Increased
62	William Blair Investment Management Chicago, Illinois	$153M	+$29.6M	1	0.55%	Increased
63	Ameriprise Minneapolis, Minnesota	$146M	+$8.47M	3	0.07%	Increased
64	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$143M	+$19.6M	1	0.2%	Increased
65	Putnam Investments Boston, Massachusetts	$143M	+$1.25M	2	0.33%	Increased
66	Russell Investments Group London, United Kingdom	$141M	-$24.2M	3	0.24%	Reduced
67	Eaton Vance Management Boston, Massachusetts	$139M	+$22.6M	2	0.36%	Increased
68	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$138M	+$110M	2	7.12%	Increased
69	NCA Newbrook Capital Advisors New York	$133M	+$64.6M	1	9.59%	Increased
70	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$129M	-$14.2M	3	2.02%	Reduced
71	Harding Loevner Bridgewater, New Jersey	$126M	-$1.71M	1	0.72%	Reduced
72	Ruffer LLP London, United Kingdom	$125M	+$120M	1	5.39%	New
73	Zevenbergen Capital Investments Edmonds, Washington	$124M	-$16M	1	5.38%	Reduced
74	BNP Paribas Financial Markets Paris, France	$121M	+$2.27M	4	0.3%	Increased
75	VanEck Associates New York	$120M	-$17.9M	2	0.61%	Reduced