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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	Macquarie Group Sydney, NSW 2000, Australia	$90M	+$22.2M	3	0.19%	Increased
77	1832 Asset Management Toronto, Ontario, Canada	$85.7M	+$14.6M	1	0.27%	Increased
78	Todd Asset Management Louisville, Kentucky	$82M	+$744K	2	2.28%	Increased
79	Rockefeller Financial Services New York	$81.9M	-$806K	1	1.79%	Reduced
80	Thornburg Investment Management Santa Fe, New Mexico	$78.6M	-$79.6M	2	0.39%	Reduced
81	Wedge Capital Management Charlotte, North Carolina	$76.6M	-$2.44M	1	0.77%	Reduced
82	Capital Guardian Trust Los Angeles, California	$73.9M	-$14.4M	2	0.51%	Reduced
83	SIM Stelliam Investment Management New York	$73.1M	+$6.03M	1	1.69%	Increased
84	Janus Henderson Group London,	$72.3M	-$7.34M	3	0.52%	Reduced
85	Charles Schwab San Francisco, California	$72.1M	+$4.85M	2	0.11%	Increased
86	Legal & General Group London, United Kingdom	$71.6M	+$141K	1	0.08%	Increased
87	PIM Platinum Investment Management Sydney Australia 2000, Australia	$71M	+$5.04M	1	1.36%	Increased
88	Mackenzie Financial Toronto Ontario, Ontario, Canada	$67.9M	-$3.86M	1	0.35%	Reduced
89	Teacher Retirement System of Texas Austin, Texas	$67.9M	+$64.4M	2	0.53%	New
90	Lazard Asset Management New York	$67.8M	+$18.9M	2	0.14%	Increased
91	Bank of America Charlotte, North Carolina	$67.7M	+$4.72M	4	0.02%	Increased
92	WCM Investment Management Laguna Beach, California	$67.6M	+$3.72M	1	1.95%	Increased
93	Prudential Financial Newark, New Jersey	$67.5M	-$18M	2	0.12%	Reduced
94	Federated Hermes Pittsburgh, Pennsylvania	$64.5M	-$31.2M	3	0.2%	Reduced
95	BNP Paribas Financial Markets Paris, France	$64M	-$8.21M	3	0.23%	Reduced
96	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$61.5M	+$730K	2	0.7%	Increased
97	TCM Tiger Consumer Management New York	$60.4M	-$6.29M	1	4.35%	Reduced
98	APG Asset Management Amsterdam, Netherlands	$59.1M	+$5.52M	2	0.11%	Increased
99	Capital International Inc Los Angeles, California	$57.2M	-$14.5M	1	3.91%	Reduced
100	Franklin Resources San Mateo, California	$56.9M	-$53.6M	2	0.03%	Reduced