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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	Fred Alger Management New York	$179M	-$36.9M	3	0.7%	Reduced
77	Dimensional Fund Advisors Austin, Texas	$170M	+$2.69M	3	0.07%	Increased
78	Royal Bank of Canada Toronto, Ontario, Canada	$165M	+$75.1M	12	0.07%	Increased
79	Renaissance Technologies New York	$162M	+$124M	3	0.14%	Increased
80	ZP Zimmer Partners New York	$161M	+$941K	1	1.76%	Increased
81	Ameriprise Minneapolis, Minnesota	$160M	+$54.1M	5	0.07%	Increased
82	SCA Southpoint Capital Advisors New York	$157M	+$48.4M	2	5.91%	Increased
83	SIG Senator Investment Group New York	$156M	-$72.1M	2	3.92%	Reduced
84	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$152M	-$2.05M	4	0.39%	Reduced
85	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$148M	+$11.9M	2	11.01%	Increased
86	Putnam Investments Boston, Massachusetts	$148M	+$10.3M	3	0.33%	Increased
87	Eaton Vance Management Boston, Massachusetts	$146M	-$44.3M	3	0.31%	Reduced
88	California Public Employees Retirement System Sacramento, California	$145M	+$45.4M	7	0.14%	Increased
89	SP Summit Partners Boston, Massachusetts	$143M	$0	1	28.04%	Maintained
90	GGHC Gilder Gagnon Howe & Co New York	$142M	-$130M	2	1.63%	Reduced
91	Barclays London, United Kingdom	$141M	+$33M	7	0.09%	Increased
92	Point72 Asset Management Stamford, Connecticut	$141M	-$1.91M	6	0.87%	Reduced
93	SG Americas Securities New York	$140M	-$46.3M	5	1.15%	Reduced
94	SEI Investments Oaks, Pennsylvania	$139M	-$907K	4	0.36%	Reduced
95	VCM Valiant Capital Management San Francisco, California	$137M	+$164M	1	7.45%	Increased
96	Parametric Portfolio Associates Seattle, Washington	$136M	+$5.76M	6	0.11%	Increased
97	Magnetar Financial Evanston, Illinois	$133M	+$124M	3	3.39%	Increased
98	Bank of Montreal Toronto, Ontario, Canada	$131M	-$37.5M	7	0.11%	Reduced
99	Impax Asset Management Group London, United Kingdom	$128M	+$5.2M	1	1.67%	Increased
100	Cevian Capital II St. Helier, Jersey	$120M	$0	1	21.04%	Maintained