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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	Harding Loevner Bridgewater, New Jersey	$56.3M	-$13.1M	1	0.45%	Reduced
102	Foresters Investment Management New York	$54.7M	$0	1	1.09%	Maintained
103	Renaissance Technologies New York	$54.7M	-$43.8M	2	0.13%	Reduced
104	Two Sigma Investments New York	$53.5M	-$111M	2	0.3%	Reduced
105	PointState Capital New York	$52.9M	+$50.2M	1	0.9%	New
106	Ruane, Cunniff & Goldfarb New York	$52.3M	+$22M	1	0.27%	Increased
107	Barclays London, United Kingdom	$51.5M	+$16.5M	3	0.05%	Increased
108	Dimensional Fund Advisors Austin, Texas	$50.9M	+$2.35M	2	0.03%	Increased
109	First Trust Advisors Wheaton, Illinois	$49.7M	-$16.3M	2	0.17%	Reduced
110	Douglas C. Lane & Associates New York	$49.6M	+$4.25M	1	1.34%	Increased
111	BlackRock Japan Tokyo, Japan	$47.8M	+$3.48M	2	0.18%	Increased
112	CHCM Columbus Hill Capital Management Short Hills, New Jersey	$47.6M	+$19.2M	1	3.31%	Increased
113	Maverick Capital Dallas, Texas	$46.8M	+$44.4M	1	0.73%	New
114	GE General Electric Evendale, Ohio	$46.5M	+$39.2M	2	0.11%	Increased
115	Capital Fund Management (CFM) Paris, France	$45.9M	+$16.4M	3	0.54%	Increased
116	Mirae Asset Global Investments Seoul, South Korea	$45.9M	+$2.25M	3	1.67%	Increased
117	Korea Investment Corp Seoul, South Korea	$44.7M	+$2.23M	2	0.37%	Increased
118	Sit Investment Associates Minneapolis, Minnesota	$43.7M	+$2.81M	1	0.73%	Increased
119	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$43.7M	-$943K	1	0.08%	Reduced
120	Commerzbank Aktiengesellschaft Frankfurt, Germany	$42.3M	+$1.4M	3	0.27%	Increased
121	Credit Agricole Montrouge Cedex, France	$41.4M	+$16.4M	3	0.18%	Increased
122	Panagora Asset Management Boston, Massachusetts	$41.3M	-$10.4M	2	0.21%	Reduced
123	New York State Teachers Retirement System (NYSTRS) Albany, New York	$40.9M	-$237K	1	0.1%	Reduced
124	Fidelity International Hamilton, Bermuda	$40.9M	-$15.4M	1	0.14%	Reduced
125	GA Geneva Advisors Chicago, Illinois	$40.6M	-$10.5M	1	0.76%	Reduced