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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	New York State Common Retirement Fund Albany, New York	$83.1M	+$1.1M	2	0.12%	Increased
77	Lazard Asset Management New York	$83M	+$18.8M	2	0.18%	Increased
78	Federated Hermes Pittsburgh, Pennsylvania	$82.8M	+$31.1M	3	0.27%	Increased
79	USAA United Services Automobile Association San Antonio, Texas	$80M	+$2.34M	3	0.29%	Increased
80	1832 Asset Management Toronto, Ontario, Canada	$78.9M	-$22.6M	2	0.26%	Reduced
81	Thrivent Financial for Lutherans Minneapolis, Minnesota	$78.5M	+$2.58M	2	0.45%	Increased
82	Legal & General Group London, United Kingdom	$78M	+$1.67M	1	0.09%	Increased
83	BNP Paribas Financial Markets Paris, France	$74.7M	+$43.6M	3	0.07%	Increased
84	Janus Henderson Group London,	$73.4M	+$17M	3	0.69%	Increased
85	Prudential Financial Newark, New Jersey	$73.3M	+$52.8M	2	0.14%	Increased
86	Todd Asset Management Louisville, Kentucky	$72.4M	+$1.44M	2	2.08%	Increased
87	TCM Tiger Consumer Management New York	$72.4M	-$41M	1	3.61%	Reduced
88	Rockefeller Financial Services New York	$69.8M	+$3.11M	2	1.56%	Increased
89	Credit Suisse Zurich, Switzerland	$69.3M	+$19.4M	3	0.06%	Increased
90	Wedge Capital Management Charlotte, North Carolina	$66.8M	+$5.41M	1	0.71%	Increased
91	Bank of America Charlotte, North Carolina	$66.2M	-$40.2M	4	0.02%	Reduced
92	First Trust Advisors Wheaton, Illinois	$65.8M	-$6.73M	2	0.26%	Reduced
93	Charles Schwab San Francisco, California	$61.9M	+$5.85M	2	0.1%	Increased
94	SG Americas Securities New York	$61.4M	+$7.27M	3	0.36%	Increased
95	Mackenzie Financial Toronto Ontario, Ontario, Canada	$60.8M	-$6.5M	2	0.3%	Reduced
96	BlackRock New York	$60M	-$10.3M	3	0.09%	Reduced
97	Two Sigma Advisers New York	$57M	+$60.1M	2	0.43%	Increased
98	SIM Stelliam Investment Management New York	$56.3M	+$3.25M	1	1.48%	Increased
99	Ruane, Cunniff & Goldfarb New York	$55.6M	$0	1	0.29%	Maintained
100	GA Geneva Advisors Chicago, Illinois	$55.1M	+$12.3M	1	1.04%	Increased