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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	Alphabet Inc Mountain View, California	$346M	-$123M	2	22.68%	Reduced
52	Generation Investment Management London, United Kingdom	$335M	+$71M	1	2.38%	Increased
53	Whale Rock Capital Management Boston, Massachusetts	$317M	+$171M	1	4.32%	Increased
54	Charles Schwab San Francisco, California	$316M	+$13.7M	7	0.19%	Increased
55	ARK Investment Management St. Petersburg, Florida	$315M	-$80.5M	2	7.86%	Reduced
56	New York State Common Retirement Fund Albany, New York	$313M	+$60.3M	4	0.47%	Increased
57	GGHC Gilder Gagnon Howe & Co New York	$312M	-$16.9M	3	3.74%	Reduced
58	Coatue Management New York	$310M	+$282M	2	3.93%	Increased
59	Capital Research Global Investors Los Angeles, California	$296M	+$25.8M	2	0.12%	Increased
60	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$280M	-$46.9M	4	0.82%	Reduced
61	Tiger Global Management New York	$278M	-$383M	1	1.68%	Reduced
62	California Public Employees Retirement System Sacramento, California	$273M	-$6.58M	9	0.33%	Reduced
63	Citadel Advisors Miami, Florida	$269M	-$499M	11	0.12%	Reduced
64	Royal Bank of Canada Toronto, Ontario, Canada	$269M	-$158M	13	0.13%	Reduced
65	Nikko Asset Management Americas New York	$265M	-$149M	2	4.93%	Reduced
66	Lazard Asset Management New York	$265M	-$166M	5	0.49%	Reduced
67	GIM Genesis Investment Management London, United Kingdom	$264M	-$2.59M	1	9.88%	Reduced
68	BNP Paribas Financial Markets Paris, France	$258M	+$18.6M	7	0.53%	Increased
69	Egerton Capital (UK) London, United Kingdom	$239M	-$85.6M	1	2.47%	Reduced
70	Neuberger Berman Group New York	$236M	-$90.7M	4	0.36%	Reduced
71	Pictet Asset Management (UK) London, United Kingdom	$235M	+$674K	5	0.5%	Increased
72	Barclays London, United Kingdom	$228M	+$13.6M	7	0.18%	Increased
73	SCA Southpoint Capital Advisors New York	$219M	+$53.5M	1	6.4%	Increased
74	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$215M	+$4.79M	4	0.46%	Increased
75	Zevenbergen Capital Investments Edmonds, Washington	$212M	-$68.2M	3	8%	Reduced