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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	Davis Selected Advisers Tucson, Arizona	$556M	+$614M	1	2.28%	New
102	State of Wisconsin Investment Board Madison, Wisconsin	$541M	-$857K	5	1.12%	Reduced
103	Alkeon Capital Management New York	$540M	-$98.6M	2	0.8%	Reduced
104	Aspex Management (HK) Central, Hong Kong	$535M	-$4.14M	3	17.51%	Reduced
105	Millennium Management New York	$521M	+$144M	19	0.32%	Increased
106	Impax Asset Management Group London, United Kingdom	$519M	+$55.4M	1	2.29%	Increased
107	Point72 Asset Management Stamford, Connecticut	$517M	+$18.8M	5	2.32%	Increased
108	SEI Investments Oaks, Pennsylvania	$515M	+$10.1M	5	1.14%	Increased
109	Pendal Group Sydney, Australia	$496M	+$27.6M	5	4.55%	Increased
110	Korea Investment Corp Seoul, South Korea	$474M	+$58.5M	6	1.36%	Increased
111	Temasek Holdings Singapore	$468M	+$467M	2	1.57%	Increased
112	Ensign Peak Advisors Salt Lake City, Utah	$461M	-$56.1M	3	0.93%	Reduced
113	Canada Life Winnipeg, Manitoba, Canada	$459M	+$2.61M	7	1.05%	Increased
114	Hardman Johnston Global Advisors Stamford, Connecticut	$441M	+$12.9M	2	10.68%	Increased
115	Capital International Inc Los Angeles, California	$441M	-$65.9M	5	3.94%	Reduced
116	TD Asset Management Toronto, Ontario, Canada	$434M	+$42.8M	7	0.44%	Increased
117	Swedbank Stockholm, Sweden	$430M	+$25.1M	6	0.81%	Increased
118	Orbis Allan Gray Hamilton, Bermuda	$419M	+$111M	1	2.65%	Increased
119	Russell Investments Group London, United Kingdom	$419M	-$3.87M	6	0.7%	Reduced
120	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$416M	+$26.6M	4	1.47%	Increased
121	LPL Financial San Diego, California	$413M	+$16.8M	15	0.42%	Increased
122	BNP Paribas Asset Management Paris, France	$406M	-$11.2M	6	1.45%	Reduced
123	SEP Soma Equity Partners San Francisco, California	$405M	+$4.22M	1	8.55%	Increased
124	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$403M	+$68.6M	4	0.62%	Increased
125	GIM Genesis Investment Management London, United Kingdom	$398M	-$1.54M	1	11.77%	Reduced