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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	Fidelity International Hamilton, Bermuda	$788M	-$112M	4	0.98%	Reduced
52	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$762M	+$3.99M	4	1.22%	Increased
53	Franklin Resources San Mateo, California	$754M	-$51.8M	5	0.37%	Reduced
54	Janus Henderson Group London,	$749M	-$85.6M	5	0.39%	Reduced
55	Jane Street New York	$744M	+$197M	13	0.45%	Increased
56	Pictet Asset Management (UK) London, United Kingdom	$736M	+$63.9M	6	1.15%	Increased
57	Whale Rock Capital Management Boston, Massachusetts	$731M	-$482M	1	4.84%	Reduced
58	D.E. Shaw & Co New York	$726M	-$223M	8	0.74%	Reduced
59	HA HHLR Advisors Grand Cayman, Cayman Islands	$721M	-$123M	2	5.46%	Reduced
60	Dragoneer Investment Group San Francisco, California	$679M	-$43.5M	2	15.25%	Reduced
61	APG Asset Management Amsterdam, Netherlands	$669M	-$16.6M	4	1.16%	Reduced
62	HSBC Holdings London, United Kingdom	$665M	-$32.4M	7	1.06%	Reduced
63	BNP Paribas Financial Markets Paris, France	$662M	-$73.9M	7	0.95%	Reduced
64	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$650M	-$230M	6	1.46%	Reduced
65	Capital International Investors Los Angeles, California	$643M	+$228M	1	0.2%	Increased
66	Amundi Asset Management US Boston, Massachusetts	$615M	+$98.7M	5	0.64%	Increased
67	Generation Investment Management London, United Kingdom	$611M	-$52.1M	1	3.25%	Reduced
68	Parametric Portfolio Associates Seattle, Washington	$599M	+$16.2M	7	0.43%	Increased
69	Nikko Asset Management Americas New York	$584M	-$182M	2	5.17%	Reduced
70	Tiger Global Management New York	$580M	+$196M	2	1.63%	Increased
71	Victory Capital Management San Antonio, Texas	$548M	-$8.02M	6	0.7%	Reduced
72	State Board of Administration of Florida Retirement System Tallahassee, Florida	$532M	+$961K	4	1.21%	Increased
73	UBS Group Zurich, Switzerland	$528M	+$80.8M	13	0.2%	Increased
74	DVF Discovery Value Fund Singapore	$526M	+$437M	2	15.55%	New
75	Massachusetts Financial Services Boston, Massachusetts	$523M	-$34.2M	2	0.19%	Reduced