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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	Neuberger Berman Group New York	$714M	+$84.9M	10	0.56%	Increased
102	Viking Global Investors Stamford, Connecticut	$701M	+$35M	3	2.02%	Increased
103	Mitsubishi UFJ Asset Management Tokyo, Japan	$697M	+$101M	17	2.77%	Increased
104	First Trust Advisors Wheaton, Illinois	$687M	-$54.7M	8	0.67%	Reduced
105	DekaBank Deutsche Girozentrale Frankfurt, Germany	$679M	+$82.2M	6	1.65%	Increased
106	Bessemer Group Woodbridge, New Jersey	$676M	+$82.6M	7	1.35%	Increased
107	Allspring Global Investments Charlotte, North Carolina	$669M	+$698M	7	0.74%	New
108	SEI Investments Oaks, Pennsylvania	$652M	+$71.8M	6	1.22%	Increased
109	Nordea Investment Management Stockholm, Sweden	$649M	+$168M	6	0.78%	Increased
110	National Bank of Canada Montreal, Quebec, Canada	$647M	+$620M	21	2.2%	New
111	Lazard Asset Management New York	$639M	-$55.9M	8	0.68%	Reduced
112	Russell Investments Group London, United Kingdom	$637M	+$20.2M	8	1.02%	Increased
113	Zevenbergen Capital Investments Edmonds, Washington	$637M	-$104M	2	13.27%	Reduced
114	Korea Investment Corp Seoul, South Korea	$622M	-$72.6M	7	1.62%	Reduced
115	LPL Financial San Diego, California	$622M	+$24.9M	17	0.52%	Increased
116	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$615M	+$85.6M	4	0.82%	Increased
117	Natixis Paris, France	$604M	-$183M	4	2.06%	Reduced
118	Carmignac Gestion Paris, France	$602M	+$220M	5	8.42%	Increased
119	JSP Jackson Square Partners Larkspur, California	$602M	-$158M	2	5.06%	Reduced
120	State of New Jersey Common Pension Fund D Trenton, New Jersey	$600M	+$13.2M	9	1.74%	Increased
121	Impax Asset Management Group London, United Kingdom	$598M	-$26.3M	1	2.18%	Reduced
122	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$593M	+$346M	6	1.26%	Increased
123	Capital International Inc Los Angeles, California	$587M	+$102M	7	5.46%	Increased
124	AMF Tjänstepension Stockholm, Sweden	$582M	-$31.6M	3	3.98%	Reduced
125	Los Angeles Capital Management Los Angeles, California	$579M	+$89.1M	3	2.16%	Increased