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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	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$964M	+$536M	4	1.55%	Increased
102	Robeco Institutional Asset Management Rotterdam, Netherlands	$963M	+$2.75M	7	1.37%	Increased
103	Viking Global Investors Stamford, Connecticut	$927M	+$327M	1	2.59%	Increased
104	Korea Investment Corp Seoul, South Korea	$907M	-$33.7M	6	1.88%	Reduced
105	Mirae Asset Global Investments Seoul, South Korea	$873M	+$102M	14	2.5%	Increased
106	SEI Investments Oaks, Pennsylvania	$863M	+$105M	12	0.8%	Increased
107	Orbis Allan Gray Hamilton, Bermuda	$863M	+$497M	1	3.64%	Increased
108	Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany	$856M	+$7.34M	5	1.47%	Increased
109	Danske Bank Copenhagen K, Denmark	$848M	-$266M	7	2.04%	Reduced
110	DekaBank Deutsche Girozentrale Frankfurt, Germany	$839M	-$9.73M	5	1.39%	Reduced
111	SG Americas Securities New York	$824M	+$252M	17	0.89%	Increased
112	Mariner Overland Park, Kansas	$817M	+$24.6M	14	0.95%	Increased
113	Neuberger Berman Group New York	$801M	+$86.8M	9	0.61%	Increased
114	TD Asset Management Toronto, Ontario, Canada	$783M	+$8.46M	5	0.64%	Increased
115	Natixis Advisors Boston, Massachusetts	$756M	-$17.1M	5	1.05%	Reduced
116	Bank of Nova Scotia Toronto, Ontario, Canada	$753M	-$56.3M	4	1.32%	Reduced
117	DZ Bank Frankfurt Am Main, Germany	$751M	+$4.09M	7	0.67%	Increased
118	Hudson Bay Capital Management Stamford, Connecticut	$734M	+$14.3M	5	2.53%	Increased
119	Aristotle Capital Management Los Angeles, California	$732M	-$54.8M	1	1.53%	Reduced
120	PFA Pension Forsikringsaktieselskab Copenhagen,	$710M	-$303K	4	2.14%	Reduced
121	Storebrand Asset Management Lysaker, Norway	$705M	-$12.5M	6	2.03%	Reduced
122	First Trust Advisors Wheaton, Illinois	$701M	+$147M	13	0.5%	Increased
123	Squarepoint New York	$693M	+$130M	17	0.81%	Increased
124	Allianz Asset Management Munich, Germany	$679M	-$67.4M	6	0.71%	Reduced
125	State of Wisconsin Investment Board Madison, Wisconsin	$674M	+$29.2M	10	1.54%	Increased