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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	Russell Investments Group London, United Kingdom	$97.3M	+$17.8M	4	0.22%	Increased
77	CFM Coronation Fund Managers Cape Town, South Africa	$95.8M	+$103M	1	4.59%	New
78	SIG Senator Investment Group New York	$92.4M	-$158M	1	2.57%	Reduced
79	Renaissance Technologies New York	$92.2M	+$89.4M	1	0.1%	New
80	VanEck Associates New York	$90.7M	+$288K	2	0.46%	Increased
81	Putnam Investments Boston, Massachusetts	$90.6M	-$22.4M	1	0.24%	Reduced
82	Fred Alger Management New York	$89.9M	+$69.3M	3	0.41%	Increased
83	Ameriprise Minneapolis, Minnesota	$89.1M	+$5.75M	4	0.04%	Increased
84	SCM Somerset Capital Management London, United Kingdom	$88.3M	-$3.55M	1	21.4%	Reduced
85	USAA United Services Automobile Association San Antonio, Texas	$87.7M	+$9.44M	5	0.25%	Increased
86	State Board of Administration of Florida Retirement System Tallahassee, Florida	$83M	+$551K	2	0.25%	Increased
87	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$82.3M	-$106M	3	1.49%	Reduced
88	Mirae Asset Global Investments Seoul, South Korea	$80.8M	-$7.48M	4	0.73%	Reduced
89	Glenview Capital Management New York	$80.4M	-$11.2M	1	0.78%	Reduced
90	Axa Paris, France	$80.2M	+$2.66M	3	0.35%	Increased
91	Nikko Asset Management Americas New York	$80.2M	-$4.1M	3	2.77%	Reduced
92	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$79.5M	+$77.1M	1	31.17%	New
93	Barclays London, United Kingdom	$77.7M	-$81M	5	0.06%	Reduced
94	BNP Paribas Financial Markets Paris, France	$76.8M	-$20M	5	0.18%	Reduced
95	Ruane, Cunniff & Goldfarb New York	$74.7M	+$53.4M	1	0.82%	Increased
96	RhumbLine Advisers Boston, Massachusetts	$69.3M	-$481K	2	0.15%	Reduced
97	Impax Asset Management Group London, United Kingdom	$69M	+$8.83M	1	1.12%	Increased
98	TD Asset Management Toronto, Ontario, Canada	$68.7M	-$77.4M	2	0.12%	Reduced
99	DVF Discovery Value Fund Singapore	$68.7M	+$66.6M	1	10.11%	New
100	Carmignac Gestion Paris, France	$66.9M	-$199M	1	1.01%	Reduced