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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	TD Asset Management Toronto, Ontario, Canada	$83.2M	-$54.4M	2	0.13%	Reduced
102	CCM Cadian Capital Management New York	$82.5M	+$19.1M	1	3.97%	Increased
103	HAM HHR Asset Management Berkeley Heights, New Jersey	$82M	-$11.8M	1	4.39%	Reduced
104	Russell Investments Group London, United Kingdom	$81.8M	-$58M	3	0.17%	Reduced
105	Sanders Capital West Palm Beach, Florida	$81.1M	-$410K	1	0.44%	Reduced
106	Todd Asset Management Louisville, Kentucky	$80M	-$6.03M	2	2.25%	Reduced
107	Douglas Lane & Associates New York	$79.2M	-$614K	1	1.68%	Reduced
108	Vontobel Asset Management New York	$74.7M	+$5.07M	1	0.55%	Increased
109	Macquarie Group Sydney, NSW 2000, Australia	$74.2M	+$1.2M	3	0.13%	Increased
110	TCW Group Los Angeles, California	$72.3M	-$1.18M	2	0.59%	Reduced
111	Axiom Investors Greenwich, Connecticut	$72.1M	+$6.06M	1	2.17%	Increased
112	Fred Alger Management New York	$71.6M	-$6.5M	3	0.3%	Reduced
113	Sterling Capital Management Charlotte, North Carolina	$69.7M	-$314K	1	0.65%	Reduced
114	ClearBridge Investments New York	$69.6M	+$21.4M	2	0.06%	Increased
115	State of Wisconsin Investment Board Madison, Wisconsin	$68.5M	-$2.73M	2	0.2%	Reduced
116	Eagle Asset Management St Petersburg, Florida	$68.3M	+$2.97M	1	0.37%	Increased
117	Driehaus Capital Management Chicago, Illinois	$68.2M	+$42.5M	2	2.31%	Increased
118	SG Americas Securities New York	$66.5M	+$39.1M	3	0.6%	Increased
119	Thornburg Investment Management Santa Fe, New Mexico	$66.2M	+$3.75M	1	0.5%	Increased
120	1832 Asset Management Toronto, Ontario, Canada	$65.5M	+$871K	3	0.22%	Increased
121	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$65.2M	+$5.86M	2	0.77%	Increased
122	Robeco Schweiz Zurich, Switzerland	$64.4M	+$11.2M	1	2.74%	Increased
123	Nikko Asset Management Americas New York	$61.7M	+$57.8M	2	1.84%	Increased
124	Millennium Management New York	$60.3M	-$89.7M	3	0.08%	Reduced
125	Global X Management Company New York	$59.7M	-$2.68M	3	1.06%	Reduced