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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	Barclays London, United Kingdom	$85.4M	-$12M	3	0.13%	Reduced
77	Neuberger Berman Group New York	$84.8M	-$61.1M	3	0.12%	Reduced
78	Orbis Allan Gray Hamilton, Bermuda	$84.2M	+$75.2M	1	0.68%	New
79	Parametric Portfolio Associates Seattle, Washington	$84M	-$27.6M	3	0.14%	Reduced
80	STRS Ohio Columbus, Ohio	$83.5M	+$35.7K	2	0.38%	Increased
81	Wedge Capital Management Charlotte, North Carolina	$81.7M	+$6.21M	1	0.85%	Increased
82	Legal & General Group London, United Kingdom	$80.5M	+$2.7M	1	0.09%	Increased
83	Todd Asset Management Louisville, Kentucky	$78.4M	+$5.01M	2	2.34%	Increased
84	Macquarie Group Sydney, NSW 2000, Australia	$77.3M	-$5.02M	3	0.16%	Reduced
85	Schroder Investment Management Group London, United Kingdom	$73.6M	+$61.6M	2	0.15%	Increased
86	UBS Group Zurich, Switzerland	$70.2M	+$5.45M	5	0.05%	Increased
87	BlackRock New York	$69.9M	-$16.7M	3	0.11%	Reduced
88	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$67.8M	-$4.84M	2	0.06%	Reduced
89	Teacher Retirement System of Texas Austin, Texas	$67.5M	+$1.16M	2	0.46%	Increased
90	1832 Asset Management Toronto, Ontario, Canada	$66.8M	-$8.21M	1	0.16%	Reduced
91	BlackRock Investment Management Wilmington, Delaware	$66.4M	-$62.6M	4	0.09%	Reduced
92	SD Sumway Development Shanghai, China	$66M	-$6.19M	1	33.71%	Reduced
93	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$65.2M	+$11.1M	2	0.85%	Increased
94	Robeco Institutional Asset Management Rotterdam, Netherlands	$62.7M	+$21.9M	2	0.5%	Increased
95	Eagle Asset Management St Petersburg, Florida	$62.6M	-$3.45M	1	0.43%	Reduced
96	Korea Investment Corp Seoul, South Korea	$62.5M	+$30.1M	2	0.46%	Increased
97	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$62.4M	+$3.03M	1	0.11%	Increased
98	USAA United Services Automobile Association San Antonio, Texas	$61.2M	-$26.2M	3	0.22%	Reduced
99	Douglas Lane & Associates New York	$60.2M	+$55M	1	1.65%	New
100	BTP Bloom Tree Partners New York	$59.5M	+$51.1M	1	5.39%	New