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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	DekaBank Deutsche Girozentrale Frankfurt, Germany	$705M	+$40.8M	6	1.62%	Increased
77	TD Asset Management Toronto, Ontario, Canada	$696M	-$29.3M	5	0.84%	Reduced
78	Millennium Management New York	$695M	+$302M	21	0.35%	Increased
79	Korea Investment Corp Seoul, South Korea	$684M	+$21.5M	5	2.01%	Increased
80	Janus Henderson Group London,	$675M	-$20.4M	11	0.44%	Reduced
81	Impax Asset Management Group London, United Kingdom	$669M	+$67.9M	1	2.99%	Increased
82	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$643M	-$19.9M	6	1.61%	Reduced
83	Canada Life Winnipeg, Manitoba, Canada	$633M	+$15.2M	6	1.52%	Increased
84	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$631M	+$14.6M	12	0.37%	Increased
85	Putnam Investments Boston, Massachusetts	$623M	+$50.1M	6	0.95%	Increased
86	Mariner Overland Park, Kansas	$614M	+$39.4M	15	1.65%	Increased
87	Altimeter Capital Management Boston, Massachusetts	$613M	$0	1	11.64%	Maintained
88	T. Rowe Price Investment Management Baltimore, Maryland	$608M	+$229M	2	0.43%	Increased
89	LPL Financial San Diego, California	$602M	+$56.1M	16	0.42%	Increased
90	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$597M	+$451K	6	0.87%	Increased
91	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$593M	+$59.6M	1	2.27%	Increased
92	Thrivent Financial for Lutherans Minneapolis, Minnesota	$590M	+$25.9M	7	1.4%	Increased
93	Renaissance Technologies New York	$589M	-$547M	8	1%	Reduced
94	Citadel Advisors Miami, Florida	$587M	-$368M	20	0.13%	Reduced
95	Two Sigma Advisers New York	$572M	+$392M	9	1.46%	Increased
96	Schroder Investment Management Group London, United Kingdom	$530M	+$33.8M	5	0.79%	Increased
97	Winslow Capital Management Minneapolis, Minnesota	$521M	+$101M	2	2.48%	Increased
98	Axa Paris, France	$512M	+$25.7M	3	1.8%	Increased
99	MUFG Bank Tokyo 100-8388,, Japan	$506M	$0	1	18.25%	Maintained
100	GQG Partners Ft. Lauderdale, Florida	$503M	+$500M	1	1.17%	New