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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	LCG Luxor Capital Group New York	$65M	+$56M	1	1.3%	New
102	Winslow Capital Management Minneapolis, Minnesota	$63.5M	+$55.3M	1	0.19%	New
103	Capital International Sarl Los Angeles, California	$63.4M	-$3.11M	1	3.55%	Reduced
104	Janus Henderson Group London,	$63.3M	+$11.7M	2	0.59%	Increased
105	Millennium Management New York	$62M	+$33.9M	1	0.17%	Increased
106	Federated Hermes Pittsburgh, Pennsylvania	$61.9M	+$40.6M	3	0.19%	Increased
107	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$61.3M	-$3.07M	2	0.71%	Reduced
108	Fidelity International Hamilton, Bermuda	$61.1M	-$8.91M	1	0.23%	Reduced
109	Charles Schwab San Francisco, California	$60.6M	+$834K	2	0.1%	Increased
110	SIM Stelliam Investment Management New York	$59.8M	+$7.8M	1	1.6%	Increased
111	Commerzbank Aktiengesellschaft Frankfurt, Germany	$58.3M	+$9.69M	3	0.3%	Increased
112	SG Americas Securities New York	$55.2M	-$40.8M	3	0.32%	Reduced
113	Two Sigma Investments New York	$54.5M	-$39.4M	2	0.25%	Reduced
114	Jane Street New York	$53.6M	+$43.2M	4	0.68%	Increased
115	Credit Suisse Zurich, Switzerland	$53.3M	-$899K	2	0.04%	Reduced
116	NFA Nationwide Fund Advisors Columbus, Ohio	$52.1M	-$2.49M	2	0.21%	Reduced
117	Foresters Investment Management New York	$51.7M	-$1.91M	1	1.06%	Reduced
118	AQR Capital Management Greenwich, Connecticut	$51.5M	-$11.9M	1	0.14%	Reduced
119	Calamos Advisors Naperville, Illinois	$50.2M	-$7.92M	1	0.32%	Reduced
120	UBS Zurich, Switzerland	$49.3M	+$21.9M	4	0.04%	Increased
121	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$49.2M	-$92.4M	1	1.19%	Reduced
122	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$48.9M	+$29.8M	2	0.07%	Increased
123	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$48.5M	-$1.04M	1	0.1%	Reduced
124	CC Cannell & Co New York	$48M	+$47.4M	1	1.47%	New
125	Dimensional Fund Advisors Austin, Texas	$45M	+$5.56M	2	0.03%	Increased