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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	Nomura Holdings Tokyo, Japan	$2B	+$563M	5	4.16%	Increased
52	Baillie Gifford & Co Edinburgh, United Kingdom	$1.92B	+$203M	6	1.43%	Increased
53	National Bank of Canada Montreal, Quebec, Canada	$1.91B	-$594M	19	1.82%	Reduced
54	TMC Toyota Motor Corp Japan	$1.85B	$0	3	57.69%	Maintained
55	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.8B	+$177M	9	1.54%	Increased
56	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$1.78B	+$16M	11	1.98%	Increased
57	Assenagon Asset Management Senningerberg, Luxembourg	$1.71B	-$1.35B	5	2.54%	Reduced
58	AllianceBernstein Nashville, Tennessee	$1.71B	+$58.9M	13	0.56%	Increased
59	Aberdeen Group Edinburgh, United Kingdom	$1.67B	+$80.6M	5	2.84%	Increased
60	Jane Street New York	$1.6B	+$429M	16	0.32%	Increased
61	Principal Financial Group Des Moines, Iowa	$1.49B	+$59.3M	8	0.79%	Increased
62	ClearBridge Investments New York	$1.45B	-$137M	2	1.18%	Reduced
63	Marshall Wace London, United Kingdom	$1.39B	-$845M	13	1.56%	Reduced
64	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$1.38B	+$400M	5	2.3%	Increased
65	Capstone Investment Advisors New York	$1.36B	-$340M	5	3.37%	Reduced
66	VOYA Investment Management Atlanta, Georgia	$1.36B	+$76.6M	12	1.36%	Increased
67	New York State Common Retirement Fund Albany, New York	$1.33B	-$27.8M	11	1.78%	Reduced
68	LPL Financial San Diego, California	$1.32B	+$154M	23	0.44%	Increased
69	Rafferty Asset Management New York	$1.29B	+$212M	6	4.25%	Increased
70	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.25B	-$62.9M	13	1.12%	Reduced
71	D.E. Shaw & Co New York	$1.24B	+$46.1M	15	0.88%	Increased
72	Raymond James Financial St Petersburg, Florida	$1.22B	+$95.6M	28	0.42%	Increased
73	AQR Capital Management Greenwich, Connecticut	$1.2B	+$351M	10	0.99%	Increased
74	NMO Newlands Management Operations Dallas, Texas	$1.2B	$0	1	6.32%	Maintained
75	Ensign Peak Advisors Salt Lake City, Utah	$1.14B	-$54.6M	7	1.96%	Reduced