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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	Macquarie Group Sydney, NSW 2000, Australia	$686M	-$21.2M	7	0.97%	Reduced
77	Alkeon Capital Management New York	$678M	+$649M	2	1.01%	New
78	Adage Capital Partners Boston, Massachusetts	$673M	+$231M	6	1.37%	Increased
79	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$664M	-$288M	6	1.46%	Reduced
80	Dragoneer Investment Group San Francisco, California	$661M	-$151M	2	9.46%	Reduced
81	Natixis Paris, France	$645M	-$371M	6	2.11%	Reduced
82	PCM Primavera Capital Management George Town, Cayman Islands	$640M	+$729M	1	34.33%	New
83	Mirae Asset Global Investments Seoul, South Korea	$626M	+$43.8M	8	2.17%	Increased
84	Harding Loevner Bridgewater, New Jersey	$626M	-$112M	1	2.45%	Reduced
85	TMC Toyota Motor Corp Japan	$615M	$0	1	99.82%	Maintained
86	Prudential Financial Newark, New Jersey	$614M	+$194M	5	0.92%	Increased
87	First Trust Advisors Wheaton, Illinois	$611M	+$53.7M	7	0.74%	Increased
88	Citadel Advisors Miami, Florida	$606M	-$475M	19	0.15%	Reduced
89	Zevenbergen Capital Investments Edmonds, Washington	$605M	-$75.1M	2	11.49%	Reduced
90	Bessemer Group Woodbridge, New Jersey	$605M	+$359M	5	1.45%	Increased
91	ProShare Advisors Bethesda, Maryland	$604M	+$124M	3	1.9%	Increased
92	Neuberger Berman Group New York	$598M	+$35.1M	5	0.57%	Increased
93	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$590M	+$5.96M	6	0.51%	Increased
94	Putnam Investments Boston, Massachusetts	$590M	+$24.5M	4	0.98%	Increased
95	Whale Rock Capital Management Boston, Massachusetts	$583M	-$924M	1	4.8%	Reduced
96	Third Point New York	$582M	+$384M	2	3.92%	Increased
97	Renaissance Technologies New York	$563M	+$331M	4	0.7%	Increased
98	State of Wisconsin Investment Board Madison, Wisconsin	$538M	+$28.4M	4	1.15%	Increased
99	Point72 Asset Management Stamford, Connecticut	$537M	+$303M	4	2.51%	Increased
100	Lazard Asset Management New York	$506M	+$26.6M	5	0.61%	Increased