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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	First Trust Advisors Wheaton, Illinois	$144M	-$18.6M	4	0.33%	Reduced
102	Macquarie Group Sydney, NSW 2000, Australia	$142M	+$91.3M	6	0.29%	Increased
103	Fidelity International Hamilton, Bermuda	$140M	-$345M	3	0.23%	Reduced
104	Putnam Investments Boston, Massachusetts	$138M	+$54M	5	0.36%	Increased
105	AEPI AH Equity Partners III Menlo Park, California	$138M	-$36M	1	100%	Reduced
106	CCM Composite Capital Management Hong Kong	$138M	+$162M	1	26.06%	New
107	Two Sigma Investments New York	$137M	-$1.37M	4	1.12%	Reduced
108	CM Conifer Management New York	$136M	$0	1	10.73%	Maintained
109	Capital International Inc Los Angeles, California	$134M	+$79.4M	3	2.26%	Increased
110	RhumbLine Advisers Boston, Massachusetts	$134M	+$9.17M	4	0.28%	Increased
111	UBS Group Zurich, Switzerland	$132M	+$4.25M	13	0.06%	Increased
112	Schroder Investment Management Group London, United Kingdom	$130M	+$63.3M	3	0.28%	Increased
113	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$130M	-$19.6M	2	26.24%	Reduced
114	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$128M	-$90.5M	5	0.34%	Reduced
115	CCM Cadian Capital Management New York	$127M	+$119M	1	6.23%	Increased
116	GQG Partners Ft. Lauderdale, Florida	$120M	+$72.9M	1	0.83%	Increased
117	SEI Investments Oaks, Pennsylvania	$119M	+$25.5M	5	0.44%	Increased
118	State of Wisconsin Investment Board Madison, Wisconsin	$119M	+$6.51M	4	0.4%	Increased
119	SEP Soma Equity Partners San Francisco, California	$119M	-$17.9M	1	6.66%	Reduced
120	CFM Coronation Fund Managers Cape Town, South Africa	$119M	-$14.6M	1	5.67%	Reduced
121	Jane Street New York	$114M	-$11.3M	10	0.11%	Reduced
122	Waddell & Reed Financial Overland Park, Kansas	$112M	-$53M	3	0.36%	Reduced
123	Two Sigma Advisers New York	$110M	+$44.7M	5	0.42%	Increased
124	Robeco Institutional Asset Management Rotterdam, Netherlands	$107M	+$49.1M	3	0.43%	Increased
125	Aberdeen Group Edinburgh, United Kingdom	$106M	+$83.3M	4	0.34%	Increased