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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	CCM Composite Capital Management Hong Kong	$815M	+$492M	1	100%	New
77	Jane Street New York	$781M	-$33.4M	21	0.31%	Reduced
78	Principal Financial Group Des Moines, Iowa	$758M	+$2.24M	7	0.49%	Increased
79	First Trust Advisors Wheaton, Illinois	$730M	+$82.1M	8	0.79%	Increased
80	Thrivent Financial for Lutherans Minneapolis, Minnesota	$729M	-$18.3M	3	1.47%	Reduced
81	PCM Primavera Capital Management George Town, Cayman Islands	$722M	-$43.6M	1	34.84%	Reduced
82	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$713M	+$8.47M	2	1.35%	Increased
83	Eaton Vance Management Boston, Massachusetts	$692M	-$9.9M	11	0.93%	Reduced
84	New York State Teachers Retirement System (NYSTRS) Albany, New York	$690M	-$30.4M	2	1.44%	Reduced
85	Bessemer Group Woodbridge, New Jersey	$659M	-$261K	6	1.43%	Reduced
86	Mirae Asset Global Investments Seoul, South Korea	$650M	+$3.48M	9	1.81%	Increased
87	Harding Loevner Bridgewater, New Jersey	$646M	-$42M	1	2.43%	Reduced
88	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$643M	-$30.1M	6	1.36%	Reduced
89	Prudential Financial Newark, New Jersey	$636M	+$8.15M	6	0.87%	Increased
90	Neuberger Berman Group New York	$632M	+$11.8M	5	0.55%	Increased
91	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$618M	+$329M	8	0.74%	Increased
92	Adage Capital Partners Boston, Massachusetts	$608M	-$68.9M	6	1.19%	Reduced
93	Lazard Asset Management New York	$595M	+$32.6M	6	0.67%	Increased
94	Whale Rock Capital Management Boston, Massachusetts	$594M	$0	1	3.87%	Maintained
95	ProShare Advisors Bethesda, Maryland	$581M	-$32.9M	5	1.7%	Reduced
96	Zevenbergen Capital Investments Edmonds, Washington	$577M	-$20.2M	2	10.25%	Reduced
97	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$576M	-$31M	12	0.47%	Reduced
98	Putnam Investments Boston, Massachusetts	$570M	-$10.2M	4	0.89%	Reduced
99	Dragoneer Investment Group San Francisco, California	$567M	-$43.8M	1	7.31%	Reduced
100	TMC Toyota Motor Corp Japan	$565M	$0	1	99.79%	Maintained