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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	USAA United Services Automobile Association San Antonio, Texas	$101M	-$22.3M	3	0.36%	Reduced
77	BlackRock New York	$97.3M	+$20.7M	3	0.14%	Increased
78	Janus Henderson Group London,	$95.7M	+$4.21M	2	0.77%	Increased
79	Rockefeller Financial Services New York	$95.7M	-$1.14M	2	1.86%	Reduced
80	Charles Schwab San Francisco, California	$95.6M	-$12.6M	3	0.13%	Reduced
81	STRS Ohio Columbus, Ohio	$94M	+$3.95M	2	0.42%	Increased
82	Harding Loevner Bridgewater, New Jersey	$93.1M	-$24.4M	1	0.75%	Reduced
83	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$89.3M	+$1.37M	2	0.22%	Increased
84	APG Asset Management Amsterdam, Netherlands	$88.1M	-$7.01M	2	0.2%	Reduced
85	Macquarie Group Sydney, NSW 2000, Australia	$87.6M	+$194K	3	0.18%	Increased
86	Millennium Management New York	$87.3M	-$7.69M	3	0.18%	Reduced
87	VanEck Associates New York	$86.9M	+$26.8M	2	0.69%	Increased
88	Swiss National Bank Zurich, Switzerland	$86.7M	+$708K	2	0.21%	Increased
89	Wedge Capital Management Charlotte, North Carolina	$85.5M	-$372K	1	0.9%	Reduced
90	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$83.5M	+$1.39M	2	0.08%	Increased
91	Todd Asset Management Louisville, Kentucky	$82.8M	+$2.13M	2	2.51%	Increased
92	Federated Hermes Pittsburgh, Pennsylvania	$80.8M	+$2.47M	1	0.26%	Increased
93	Legal & General Group London, United Kingdom	$80.8M	+$1.19M	1	0.09%	Increased
94	SD Sumway Development Shanghai, China	$76.5M	+$71.5M	1	38.21%	New
95	Eagle Asset Management St Petersburg, Florida	$75.9M	-$8.1M	1	0.51%	Reduced
96	Teacher Retirement System of Texas Austin, Texas	$75.5M	-$1.24M	2	0.55%	Reduced
97	Commerzbank Aktiengesellschaft Frankfurt, Germany	$75.4M	+$11.1M	3	0.58%	Increased
98	State of Wisconsin Investment Board Madison, Wisconsin	$71.6M	+$1.78M	2	0.28%	Increased
99	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$70.5M	+$59.3M	2	8.22%	Increased
100	UBS Group Zurich, Switzerland	$68.8M	+$21.1M	4	0.04%	Increased