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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	Bank of Montreal Toronto, Ontario, Canada	$142M	-$3.99M	6	0.12%	Reduced
77	LSCM Light Street Capital Management Palo Alto, California	$142M	+$26.7M	2	9.48%	Increased
78	Fred Alger Management New York	$138M	+$24.6M	4	0.55%	Increased
79	Citigroup New York	$135M	+$91.4M	7	0.13%	Increased
80	Zevenbergen Capital Investments Edmonds, Washington	$134M	+$26.8M	2	4.76%	Increased
81	Renaissance Technologies New York	$133M	+$59.6M	2	0.12%	Increased
82	Cevian Capital II St. Helier, Jersey	$131M	$0	1	23.72%	Maintained
83	SEI Investments Oaks, Pennsylvania	$130M	+$8.04M	5	0.44%	Increased
84	Russell Investments Group London, United Kingdom	$129M	+$9.43M	3	0.24%	Increased
85	Parametric Portfolio Associates Seattle, Washington	$128M	+$2.11M	4	0.11%	Increased
86	Putnam Investments Boston, Massachusetts	$126M	+$8.83M	2	0.29%	Increased
87	Sachem Head Capital Management New York	$125M	+$120M	1	7.58%	New
88	Ameriprise Minneapolis, Minnesota	$124M	+$16.9M	5	0.06%	Increased
89	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$123M	-$2.28M	4	0.24%	Reduced
90	CFM Coronation Fund Managers Cape Town, South Africa	$120M	-$158K	1	4.43%	Reduced
91	Discovery Capital Management South Norwalk, Connecticut	$114M	+$96.2M	3	11.89%	Increased
92	CCM Cadian Capital Management New York	$112M	-$76.5M	1	4.37%	Reduced
93	California Public Employees Retirement System Sacramento, California	$109M	-$1.59M	5	0.13%	Reduced
94	SCM Somerset Capital Management London, United Kingdom	$109M	-$1.85M	1	23.17%	Reduced
95	Axiom Investors Greenwich, Connecticut	$109M	+$43.9M	1	3.33%	Increased
96	VanEck Associates New York	$101M	-$9.7M	2	0.5%	Reduced
97	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$98.3M	+$196K	3	0.2%	Increased
98	BNP Paribas Financial Markets Paris, France	$97.5M	+$33.5M	5	0.21%	Increased
99	Impax Asset Management Group London, United Kingdom	$97.1M	+$7.7M	1	1.34%	Increased
100	UBS Group Zurich, Switzerland	$94.5M	+$25.4M	10	0.04%	Increased