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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	First Trust Advisors Wheaton, Illinois	$62.5M	-$8.22M	3	0.27%	Reduced
102	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$62.4M	-$6.28M	2	0.74%	Reduced
103	VM Valinor Management New York	$61.9M	-$42.8M	1	1.9%	Reduced
104	Susquehanna International Group Bala Cynwyd, Pennsylvania	$60.6M	-$95.9M	4	0.03%	Reduced
105	State Board of Administration of Florida Retirement System Tallahassee, Florida	$60.1M	-$5.42M	2	0.2%	Reduced
106	PIM Platinum Investment Management Sydney Australia 2000, Australia	$58.2M	+$71.2M	1	1.04%	New
107	Calamos Advisors Naperville, Illinois	$57.5M	-$253K	1	0.37%	Reduced
108	Charles Schwab San Francisco, California	$56.8M	+$939K	2	0.1%	Increased
109	Capital International Sarl Los Angeles, California	$56.7M	-$9.83M	1	3.15%	Reduced
110	AQR Capital Management Greenwich, Connecticut	$56.6M	-$13.1M	1	0.17%	Reduced
111	Capital Fund Management (CFM) Paris, France	$56.3M	+$16.7M	3	0.69%	Increased
112	Pzena Investment Management New York	$56.3M	-$104M	1	0.32%	Reduced
113	1832 Asset Management Toronto, Ontario, Canada	$53.9M	-$51.9M	1	0.19%	Reduced
114	William Blair & Company Chicago, Illinois	$53.8M	-$90.3M	3	0.09%	Reduced
115	NFA Nationwide Fund Advisors Columbus, Ohio	$53.8M	+$5.56M	3	0.25%	Increased
116	BlackRock Japan Tokyo, Japan	$53M	+$11.7M	3	0.24%	Increased
117	Foresters Investment Management New York	$53M	-$600K	1	1.15%	Reduced
118	SIM Stelliam Investment Management New York	$51.2M	-$15.8M	1	1.69%	Reduced
119	Winton Capital Management London, United Kingdom	$50.8M	+$3.93M	1	0.35%	Increased
120	Mackenzie Financial Toronto Ontario, Ontario, Canada	$50.7M	-$12.1M	1	0.25%	Reduced
121	Janus Henderson Group London,	$50.4M	+$11.2M	2	0.49%	Increased
122	Soros Fund Management New York	$50.3M	$0	1	0.5%	Maintained
123	SAM Scopus Asset Management New York	$49.2M	+$2.33M	1	1.33%	Increased
124	Appaloosa Management Miami Beach, Florida	$48.4M	$0	1	0.53%	Maintained
125	Credit Suisse Zurich, Switzerland	$46.9M	+$2.35M	2	0.05%	Increased