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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	Fidelity International Hamilton, Bermuda	$645M	+$65.4M	9	0.74%	Increased
77	Banque Pictet & Cie Geneva 73, Switzerland	$640M	+$4.94M	5	6.21%	Increased
78	Adage Capital Partners Boston, Massachusetts	$622M	-$17.1M	4	1.39%	Reduced
79	TD Asset Management Toronto, Ontario, Canada	$590M	+$78.5M	5	0.71%	Increased
80	Impax Asset Management Group London, United Kingdom	$576M	+$358K	1	2.41%	Increased
81	Mitsubishi UFJ Asset Management Tokyo, Japan	$566M	+$41.9M	16	1.34%	Increased
82	Ensign Peak Advisors Salt Lake City, Utah	$550M	+$33.4M	6	1.19%	Increased
83	Korea Investment Corp Seoul, South Korea	$548M	+$9.73M	5	1.59%	Increased
84	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$541M	+$84.5M	1	2.09%	Increased
85	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$540M	-$3.31M	5	1.31%	Reduced
86	Winslow Capital Management Minneapolis, Minnesota	$516M	+$477M	2	2.64%	Increased
87	ProShare Advisors Bethesda, Maryland	$513M	+$44.8M	10	1.57%	Increased
88	DekaBank Deutsche Girozentrale Frankfurt, Germany	$509M	-$35.5M	6	1.28%	Reduced
89	Swedbank Stockholm, Sweden	$505M	+$74M	5	1%	Increased
90	Putnam Investments Boston, Massachusetts	$501M	+$82.3M	6	0.8%	Increased
91	Thrivent Financial for Lutherans Minneapolis, Minnesota	$498M	-$5.03M	5	1.21%	Reduced
92	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$495M	+$28.4M	13	0.28%	Increased
93	Nikko Asset Management Americas New York	$492M	+$47.7M	3	5.67%	Increased
94	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$482M	-$51.6M	6	0.76%	Reduced
95	Canada Life Winnipeg, Manitoba, Canada	$477M	+$2.73M	7	1.19%	Increased
96	GGHC Gilder Gagnon Howe & Co New York	$474M	-$19.5M	4	7.85%	Reduced
97	Axa Paris, France	$446M	-$20.4M	3	1.54%	Reduced
98	NMO Newlands Management Operations Dallas, Texas	$436M	$0	1	7.8%	Maintained
99	Lazard Asset Management New York	$433M	-$4.12M	8	0.57%	Reduced
100	MUFG Bank Tokyo 100-8388,, Japan	$430M	$0	1	20.53%	Maintained