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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	Janus Henderson Group London,	$693M	-$113M	11	0.43%	Reduced
77	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$692M	+$152M	7	1.03%	Increased
78	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$687M	+$8.95M	5	1.59%	Increased
79	Korea Investment Corp Seoul, South Korea	$686M	+$6.84M	5	1.93%	Increased
80	DekaBank Deutsche Girozentrale Frankfurt, Germany	$679M	+$12.8M	5	1.53%	Increased
81	Ensign Peak Advisors Salt Lake City, Utah	$672M	-$16M	6	1.36%	Reduced
82	Banque Pictet & Cie Geneva 73, Switzerland	$653M	-$117M	4	5.73%	Reduced
83	Canada Life Winnipeg, Manitoba, Canada	$644M	+$35.2M	6	1.53%	Increased
84	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$640M	+$27.9M	11	0.36%	Increased
85	Impax Asset Management Group London, United Kingdom	$626M	+$98.2M	1	2.51%	Increased
86	ProShare Advisors Bethesda, Maryland	$613M	-$24.1M	8	1.78%	Reduced
87	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$606M	+$60.4M	7	0.92%	Increased
88	Mariner Overland Park, Kansas	$601M	+$80.4M	14	1.6%	Increased
89	Putnam Investments Boston, Massachusetts	$595M	-$30.5M	6	0.88%	Reduced
90	BNP Paribas Asset Management Paris, France	$587M	+$87.9M	3	1.82%	Increased
91	DZ Bank Frankfurt Am Main, Germany	$579M	-$265M	4	0.87%	Reduced
92	Altimeter Capital Management Boston, Massachusetts	$576M	$0	1	10.42%	Maintained
93	Thrivent Financial for Lutherans Minneapolis, Minnesota	$575M	-$10.2M	7	1.31%	Reduced
94	LPL Financial San Diego, California	$570M	+$34.3M	18	0.41%	Increased
95	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$555M	+$61M	1	2.07%	Increased
96	Nikko Asset Management Americas New York	$549M	-$74.9M	3	5.78%	Reduced
97	GGHC Gilder Gagnon Howe & Co New York	$537M	-$41.5M	5	7.36%	Reduced
98	State of Wisconsin Investment Board Madison, Wisconsin	$523M	+$32.4M	10	1.47%	Increased
99	Schroder Investment Management Group London, United Kingdom	$518M	-$3.88M	4	0.74%	Reduced
100	Swedbank Stockholm, Sweden	$517M	-$61.8M	5	0.88%	Reduced