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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	Sachem Head Capital Management New York	$165M	+$57.7M	2	12.98%	Increased
102	TCM Tao Capital Management San Francisco, California	$162M	+$152M	2	79.67%	New
103	Voloridge Investment Management Jupiter, Florida	$158M	+$124M	5	3.08%	Increased
104	UBS Group Zurich, Switzerland	$158M	+$32.6M	13	0.05%	Increased
105	Arrowstreet Capital Boston, Massachusetts	$154M	+$58.4M	2	0.36%	Increased
106	Jericho Capital Asset Management New York	$154M	+$153M	1	8.32%	New
107	Balyasny Asset Management Chicago, Illinois	$153M	+$106M	4	0.91%	Increased
108	Impax Asset Management Group London, United Kingdom	$153M	+$13.4M	1	1.71%	Increased
109	SEI Investments Oaks, Pennsylvania	$151M	-$7.43M	5	0.45%	Reduced
110	SEP Soma Equity Partners San Francisco, California	$151M	+$27.7M	2	9.29%	Increased
111	First Trust Advisors Wheaton, Illinois	$147M	+$61.6M	5	0.25%	Increased
112	State Board of Administration of Florida Retirement System Tallahassee, Florida	$144M	+$33.2M	4	0.35%	Increased
113	Whale Rock Capital Management Boston, Massachusetts	$138M	+$107M	1	2.34%	New
114	Russell Investments Group London, United Kingdom	$137M	-$7.13M	4	0.26%	Reduced
115	VCM Valiant Capital Management San Francisco, California	$136M	$0	1	15.85%	Maintained
116	EC Eminence Capital New York	$133M	+$133M	1	1.5%	New
117	RhumbLine Advisers Boston, Massachusetts	$133M	+$27.8M	4	0.22%	Increased
118	Two Sigma Investments New York	$132M	+$45.1M	5	0.4%	Increased
119	Jane Street New York	$131M	+$96.2M	8	0.18%	Increased
120	Antipodes Partners Royal Exchange, Australia	$130M	+$87.8M	1	5.86%	Increased
121	Iconiq Capital San Francisco, California	$129M	-$469M	1	9.59%	Reduced
122	Cevian Capital II St. Helier, Jersey	$125M	$0	1	20.6%	Maintained
123	Magnetar Financial Evanston, Illinois	$124M	-$12.8M	4	2.6%	Reduced
124	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$118M	+$1.3M	3	36.07%	Increased
125	Capital International Investors Los Angeles, California	$117M	+$7.36M	1	0.04%	Increased