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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
76	PC Paulson & Co New York	$96.2M	$0	1	0.47%	Maintained
77	California Public Employees Retirement System Sacramento, California	$96M	+$17.9M	4	0.14%	Increased
78	VM Valinor Management New York	$95.2M	+$12.6M	1	3.14%	Increased
79	Capital International Sarl Los Angeles, California	$92.6M	+$8.8M	1	4.96%	Increased
80	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$86.5M	-$5.3M	2	0.21%	Reduced
81	1832 Asset Management Toronto, Ontario, Canada	$86.1M	+$46.8M	2	0.33%	Increased
82	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$85.8M	+$82.5M	1	2.42%	New
83	Todd Asset Management Louisville, Kentucky	$84.6M	+$19.9M	2	2.45%	Increased
84	AllianceBernstein Nashville, Tennessee	$81.7M	+$8.97M	3	0.07%	Increased
85	UBS AM Chicago, Illinois	$80M	-$417K	2	0.09%	Reduced
86	MC MSD Capital New York	$79M	-$13.6M	1	13.5%	Reduced
87	USAA United Services Automobile Association San Antonio, Texas	$75.4M	-$26.1M	3	0.3%	Reduced
88	BRC Blue Ridge Capital New York	$75.2M	$0	1	0.77%	Maintained
89	Parametric Portfolio Associates Seattle, Washington	$73.4M	+$5.46M	3	0.18%	Increased
90	Frontier Capital Management Boston, Massachusetts	$73.4M	-$2.86M	1	0.54%	Reduced
91	SEI Trust Company Oaks, Pennsylvania	$72.8M	+$12.7M	3	0.69%	Increased
92	Barclays London, United Kingdom	$72.3M	+$53.4M	3	0.07%	Increased
93	BlackRock New York	$71.2M	+$7.53M	3	0.12%	Increased
94	EdgePoint Investment Group Toronto, Ontario, Canada	$70.3M	+$777K	1	1.82%	Increased
95	RIM Rainier Investment Management Seattle, Washington	$68.6M	+$19.5M	1	0.71%	Increased
96	New York State Common Retirement Fund Albany, New York	$66.7M	-$183K	2	0.1%	Reduced
97	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$66.3M	+$15.4M	2	0.77%	Increased
98	Rockefeller Financial Services New York	$65.4M	+$348K	1	1.41%	Increased
99	Thrivent Financial for Lutherans Minneapolis, Minnesota	$65.1M	-$972K	1	0.4%	Reduced
100	Wedge Capital Management Charlotte, North Carolina	$64.2M	+$5.21M	1	0.68%	Increased