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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
1101	AFG Albion Financial Group Salt Lake City, Utah	$15M	+$90.3K	5	0.87%	Increased
1102	BCM Bronte Capital Management Bondi Junction, Australia	$14.9M	-$807K	1	1.6%	Reduced
1103	BG Bollard Group Boston, Massachusetts	$14.9M	-$4.07M	2	0.45%	Reduced
1104	MIC Means Investment Company Bangor, Maine	$14.8M	+$285K	2	1.12%	Increased
1105	NG NWK Group San Francisco, California	$14.8M	+$70.8K	1	4.57%	Increased
1106	Pallas Capital Advisors Braintree, Massachusetts	$14.8M	+$1.87M	5	0.46%	Increased
1107	MI MMCAP International Grand Cayman, Cayman Islands	$14.8M	+$477K	1	1.25%	Increased
1108	Dakota Wealth Management Palm Beach Gardens, Florida	$14.7M	+$2.5M	5	0.28%	Increased
1109	RPA Rock Point Advisors Burlington, Vermont	$14.7M	+$2.28M	2	3.6%	Increased
1110	VCP Verus Capital Partners Scottsdale, Arizona	$14.6M	+$3.18M	2	0.79%	Increased
1111	NCM Novare Capital Management Charlotte, North Carolina	$14.6M	+$1.05M	2	1.04%	Increased
1112	SAM Synergy Asset Management Vancouver, Washington	$14.6M	+$1.64M	2	1.38%	Increased
1113	C Certuity North Palm Beach, Florida	$14.6M	-$389K	4	0.72%	Reduced
1114	TAM TFG Asset Management Grand Cayman, Cayman Islands	$14.6M	$0	1	2.3%	Maintained
1115	CCS Concentric Capital Strategies Stamford, Connecticut	$14.6M	+$7.56M	4	0.81%	Increased
1116	HA Heartland Advisors Milwaukee, Wisconsin	$14.5M	+$2.33M	1	0.64%	Increased
1117	Busey Bank Urbana, Illinois	$14.4M	+$439K	2	0.35%	Increased
1118	AIC AWM Investment Company New York	$14.4M	-$1.3M	2	1.25%	Reduced
1119	AP Atwood & Palmer Kansas City, Missouri	$14.3M	+$345K	2	0.76%	Increased
1120	PP PDT Partners New York	$14.3M	-$4.1M	1	0.75%	Reduced
1121	Milford Funds Auckland,	$14.3M	+$3.38M	1	0.23%	Increased
1122	SAM Secure Asset Management Troy, Michigan	$14.2M	+$778K	2	1.99%	Increased
1123	MAM Morse Asset Management Darien, Connecticut	$14.1M	+$384K	3	2.34%	Increased
1124	FCP Fidelis Capital Partners Tampa, Florida	$14.1M	+$1.32M	3	0.81%	Increased
1125	STAS Strong Tower Advisory Services Minneapolis, Minnesota	$14.1M	-$534K	1	2.53%	Reduced