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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	SEI Investments Oaks, Pennsylvania	$134M	+$3.34M	5	0.44%	Increased
102	Putnam Investments Boston, Massachusetts	$130M	+$1.95M	2	0.29%	Increased
103	Parametric Portfolio Associates Seattle, Washington	$128M	+$1.53M	6	0.11%	Increased
104	Ameriprise Minneapolis, Minnesota	$126M	-$2.54M	5	0.06%	Reduced
105	Lone Pine Capital Greenwich, Connecticut	$125M	+$127M	1	0.78%	New
106	DFO Duquesne Family Office New York	$125M	+$114M	1	3.7%	New
107	CCM Cadian Capital Management New York	$124M	+$186K	1	5.59%	Increased
108	Axiom Investors Greenwich, Connecticut	$120M	+$2.41K	1	3.29%	Increased
109	Altimeter Capital Management Boston, Massachusetts	$120M	+$109M	1	3.28%	Increased
110	SEP Soma Equity Partners San Francisco, California	$119M	+$69.8M	2	8.95%	Increased
111	DCP Darsana Capital Partners New York	$118M	+$108M	1	3.83%	New
112	CFM Coronation Fund Managers Cape Town, South Africa	$117M	-$15.5M	1	4.28%	Reduced
113	HA HHLR Advisors Grand Cayman, Cayman Islands	$116M	+$122M	1	2.6%	New
114	Fjarde Ap-fonden Stockholm, Sweden	$116M	+$119M	4	1.48%	Increased
115	Impax Asset Management Group London, United Kingdom	$113M	+$14.3M	1	1.47%	Increased
116	VM Valinor Management New York	$111M	+$102M	1	6.69%	New
117	GQG Partners Ft. Lauderdale, Florida	$110M	+$57.2M	1	1.18%	Increased
118	Barclays London, United Kingdom	$109M	+$40M	8	0.07%	Increased
119	UBS Group Zurich, Switzerland	$105M	+$12.6M	9	0.04%	Increased
120	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$104M	+$16.7M	4	0.21%	Increased
121	VanEck Associates New York	$103M	-$5.47M	3	0.5%	Reduced
122	California Public Employees Retirement System Sacramento, California	$101M	+$1.02M	9	0.12%	Increased
123	SCM Somerset Capital Management London, United Kingdom	$99.5M	-$20.7M	1	21.8%	Reduced
124	LPU Lansdowne Partners (UK) London, United Kingdom	$95.1M	+$87M	1	2.33%	New
125	Capital International Investors Los Angeles, California	$93.7M	-$6.77M	1	0.04%	Reduced