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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	Sculptor Capital New York	$248M	+$144M	1	2.6%	Increased
77	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$247M	+$23.8M	5	0.48%	Increased
78	Commerzbank Aktiengesellschaft Frankfurt, Germany	$244M	-$96.7M	4	2.38%	Reduced
79	Zevenbergen Capital Investments Edmonds, Washington	$238M	-$28.8M	3	8.82%	Reduced
80	Waddell & Reed Financial Overland Park, Kansas	$237M	-$29.5M	3	0.59%	Reduced
81	General Atlantic New York	$214M	$0	1	5.75%	Maintained
82	APG Asset Management Amsterdam, Netherlands	$212M	-$127M	3	0.35%	Reduced
83	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$211M	+$58M	4	0.36%	Increased
84	Dimensional Fund Advisors Austin, Texas	$211M	+$5.71M	3	0.08%	Increased
85	Harris Associates Chicago, Illinois	$209M	-$4.69M	1	0.37%	Reduced
86	Barclays London, United Kingdom	$207M	-$2.15K	7	0.12%	Reduced
87	Eaton Vance Management Boston, Massachusetts	$200M	+$38.2M	4	0.39%	Increased
88	BNP Paribas Financial Markets Paris, France	$199M	+$4.96M	7	0.36%	Increased
89	Parametric Portfolio Associates Seattle, Washington	$189M	+$13.1M	6	0.14%	Increased
90	Bank of Montreal Toronto, Ontario, Canada	$188M	+$9.29M	7	0.14%	Increased
91	SCA Southpoint Capital Advisors New York	$187M	+$32.6M	2	6.74%	Increased
92	Federated Hermes Pittsburgh, Pennsylvania	$185M	+$156M	3	0.41%	Increased
93	LSCM Light Street Capital Management Palo Alto, California	$182M	-$11.2M	2	10.89%	Reduced
94	William Blair Investment Management Chicago, Illinois	$182M	-$47.2M	2	0.72%	Reduced
95	DCP Darsana Capital Partners New York	$178M	+$103M	1	6.08%	Increased
96	CM Conifer Management New York	$174M	+$149M	1	8.33%	New
97	Natixis Paris, France	$168M	+$152M	2	1.04%	Increased
98	Putnam Investments Boston, Massachusetts	$167M	+$5.69M	4	0.34%	Increased
99	CFM Coronation Fund Managers Cape Town, South Africa	$167M	+$29.8M	1	5.65%	Increased
100	Millennium Management New York	$165M	+$88.7M	7	0.21%	Increased