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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	DVF Discovery Value Fund Singapore	$750M	-$92.8M	2	17.6%	Reduced
77	Victory Capital Management San Antonio, Texas	$742M	-$76M	7	0.83%	Reduced
78	Capital International Investors Los Angeles, California	$731M	+$39.1M	2	0.2%	Increased
79	SG Americas Securities New York	$719M	+$281M	8	3.84%	Increased
80	Millennium Management New York	$713M	+$145M	12	0.51%	Increased
81	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$700M	-$3.24M	2	1.6%	Reduced
82	Thrivent Financial for Lutherans Minneapolis, Minnesota	$694M	+$94.9M	3	1.6%	Increased
83	Zevenbergen Capital Investments Edmonds, Washington	$688M	-$58.2M	2	12.04%	Reduced
84	Parallax Volatility Advisers San Francisco, California	$635M	+$350M	8	0.47%	Increased
85	Macquarie Group Sydney, NSW 2000, Australia	$630M	+$148M	7	0.92%	Increased
86	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$614M	+$367M	6	0.57%	Increased
87	HA HHLR Advisors Grand Cayman, Cayman Islands	$597M	-$357M	1	4.74%	Reduced
88	Mirae Asset Global Investments Seoul, South Korea	$590M	+$148M	8	2.19%	Increased
89	Putnam Investments Boston, Massachusetts	$581M	+$31.1M	3	1.03%	Increased
90	TMC Toyota Motor Corp Japan	$575M	+$505M	1	99.83%	New
91	Alphabet Inc Mountain View, California	$571M	-$45.4M	2	27.39%	Reduced
92	BNP Paribas Financial Markets Paris, France	$569M	-$358M	7	1.06%	Reduced
93	First Trust Advisors Wheaton, Illinois	$564M	+$48.6M	6	0.75%	Increased
94	AG Alibaba Group Causeway Bay, Hong Kong	$563M	-$56.6M	2	28.92%	Reduced
95	Lord, Abbett & Co Jersey City, New Jersey	$555M	+$131M	2	1.47%	Increased
96	Neuberger Berman Group New York	$542M	-$1.18M	5	0.56%	Reduced
97	Fred Alger Management New York	$531M	+$99.7M	4	1.38%	Increased
98	State of Wisconsin Investment Board Madison, Wisconsin	$528M	-$31.7M	4	1.22%	Reduced
99	Pendal Group Sydney, Australia	$524M	-$177M	4	5.48%	Reduced
100	ProShare Advisors Bethesda, Maryland	$522M	+$42M	3	1.94%	Increased