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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
101	BM Bridger Management New York	$58M	-$44.5M	1	4.15%	Reduced
102	Calamos Advisors Naperville, Illinois	$57.9M	+$8.39M	1	0.36%	Increased
103	Wedge Capital Management Charlotte, North Carolina	$57.1M	-$4.24M	1	0.66%	Reduced
104	SCGE Management Menlo Park, California	$54.6M	-$4.6M	1	9.09%	Reduced
105	First Trust Advisors Wheaton, Illinois	$53.7M	+$15.6M	2	0.29%	Increased
106	State of Michigan Retirement System Lansing, Michigan	$52.7M	+$22.3M	3	0.46%	Increased
107	SIM Stelliam Investment Management New York	$52.1M	+$6.61M	1	2.48%	Increased
108	SEI Trust Company Oaks, Pennsylvania	$51.5M	+$11.1M	3	0.57%	Increased
109	Foresters Investment Management New York	$48.4M	$0	1	1.18%	Maintained
110	Charles Schwab San Francisco, California	$48.2M	-$666K	2	0.1%	Reduced
111	Mackenzie Financial Toronto Ontario, Ontario, Canada	$48.1M	-$2.54M	2	0.24%	Reduced
112	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$46.9M	+$29.7M	2	0.43%	Increased
113	Appaloosa Management Miami Beach, Florida	$45.8M	-$889K	1	0.73%	Reduced
114	Dimensional Fund Advisors Austin, Texas	$45.2M	+$141K	2	0.04%	Increased
115	Jericho Capital Asset Management New York	$45.1M	+$40.7M	1	3.19%	New
116	CCM Chautauqua Capital Management Boulder, Colorado	$44.7M	+$29.3M	1	10.52%	Increased
117	BNP Paribas Asset Management Paris, France	$42.9M	-$9.69M	2	0.32%	Reduced
118	RhumbLine Advisers Boston, Massachusetts	$42.8M	-$390K	2	0.13%	Reduced
119	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$42.1M	+$32.3M	1	0.09%	New
120	SG Americas Securities New York	$41.6M	+$7.24M	2	0.17%	Increased
121	RIM Rainier Investment Management Seattle, Washington	$39.6M	+$35.7M	1	0.38%	New
122	Credit Suisse Zurich, Switzerland	$39.3M	+$19.3M	2	0.04%	Increased
123	BlackRock Japan Tokyo, Japan	$39.2M	+$14.3M	2	0.19%	Increased
124	CCM Cupps Capital Management Chicago, Illinois	$39.1M	-$23.2M	1	2.53%	Reduced
125	SAM Scopus Asset Management New York	$37.7M	-$1.94M	1	0.95%	Reduced