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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	Egerton Capital (UK) London, United Kingdom	$331M	-$22.1M	1	2.05%	Reduced
102	First Trust Advisors Wheaton, Illinois	$326M	+$10.2M	6	0.52%	Increased
103	Macquarie Group Sydney, NSW 2000, Australia	$320M	+$21.5M	7	0.54%	Increased
104	EIM Elephas Investment Management Hong Kong	$317M	+$20.6M	1	65.16%	Increased
105	GQG Partners Ft. Lauderdale, Florida	$311M	-$24.8M	1	1.06%	Reduced
106	Russell Investments Group London, United Kingdom	$303M	-$32.7M	6	0.65%	Reduced
107	Federated Hermes Pittsburgh, Pennsylvania	$286M	-$61.7M	6	0.67%	Reduced
108	Schroder Investment Management Group London, United Kingdom	$283M	+$34.4M	3	0.45%	Increased
109	ProShare Advisors Bethesda, Maryland	$282M	+$41.6M	2	1.31%	Increased
110	Mirae Asset Global Investments Seoul, South Korea	$268M	-$54.5M	8	1.34%	Reduced
111	General Atlantic New York	$263M	$0	1	4.05%	Maintained
112	Lord, Abbett & Co Jersey City, New Jersey	$258M	-$37.5M	2	0.82%	Reduced
113	Fred Alger Management New York	$255M	+$24.4M	5	0.74%	Increased
114	State of New Jersey Common Pension Fund D Trenton, New Jersey	$253M	-$8.65M	5	1%	Reduced
115	Robeco Institutional Asset Management Rotterdam, Netherlands	$248M	+$9.49M	3	0.77%	Increased
116	SEI Investments Oaks, Pennsylvania	$246M	-$9.64M	7	0.71%	Reduced
117	BNP Paribas Asset Management Paris, France	$238M	+$31.7M	3	1.35%	Increased
118	SEP Soma Equity Partners San Francisco, California	$237M	+$66M	1	7.59%	Increased
119	Impax Asset Management Group London, United Kingdom	$232M	+$30.4M	1	2.03%	Increased
120	Royal London Asset Management United Kingdom	$232M	+$9.24M	5	1.4%	Increased
121	GBCP Glade Brook Capital Partners Greenwich, Connecticut	$232M	-$178K	2	100%	Reduced
122	Arrowstreet Capital Boston, Massachusetts	$230M	+$6.18M	4	0.36%	Increased
123	Waddell & Reed Financial Overland Park, Kansas	$227M	+$1.59M	3	0.54%	Increased
124	AMF Tjänstepension Stockholm, Sweden	$224M	+$15.7M	2	2.05%	Increased
125	Swedbank Stockholm, Sweden	$222M	+$114M	2	0.76%	Increased