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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
1226	Tortoise Capital Advisors Overland Park, Kansas	$12M	+$5.75M	1	0.12%	Increased
1227	SWIG Strategic Wealth Investment Group Louisville, Kentucky	$11.9M	-$1.65M	3	1.45%	Reduced
1228	SIS Sound Income Strategies Ft Lauderdale, Florida	$11.9M	+$770K	3	0.54%	Increased
1229	GCM Gunderson Capital Management Mt. Pleasant, South Carolina	$11.9M	+$618K	2	3.22%	Increased
1230	BWM BNC Wealth Management Beaverton, Oregon	$11.9M	+$63.6K	1	2.88%	Increased
1231	LCM Landscape Capital Management Englewood, New Jersey	$11.9M	+$7.94M	4	0.77%	Increased
1232	FWM Focused Wealth Management Newburgh, New York	$11.7M	+$496K	2	1.01%	Increased
1233	FFG Fortem Financial Group Palm Desert, California	$11.6M	+$64K	2	2.38%	Increased
1234	Donaldson Capital Management Evansville, Indiana	$11.6M	+$1.68M	2	0.33%	Increased
1235	CWG Cornerstone Wealth Group Huntersville, North Carolina	$11.6M	-$1.55M	2	0.69%	Reduced
1236	VR Vision Retirement Ridgewood, New Jersey	$11.6M	-$2.23M	3	2.8%	Reduced
1237	M Mirova Paris, France	$11.6M	+$1.11M	1	0.43%	Increased
1238	Csenge Advisory Group Clearwater, Florida	$11.6M	-$2.47M	2	0.47%	Reduced
1239	VCA Verdence Capital Advisors Hunt Valley, Maryland	$11.6M	+$1.85M	4	0.61%	Increased
1240	GWMR GC Wealth Management RIA Cambridge, Massachusetts	$11.6M	-$39.5M	2	0.67%	Reduced
1241	RFA Rollins Financial Advisors New York City, New York	$11.5M	-$797K	2	1.52%	Reduced
1242	Mesirow Financial Investment Management Chicago, Illinois	$11.5M	+$391K	4	0.18%	Increased
1243	SAI Systematic Alpha Investments Princeton, New Jersey	$11.5M	$0	1	0.31%	Maintained
1244	BBWA Bell & Brown Wealth Advisors Newport Beach, California	$11.4M	+$1.33M	2	3.46%	Increased
1245	Select Equity Group New York	$11.4M	+$3.14M	1	0.06%	Increased
1246	BAM BOCHK Asset Management Hong Kong	$11.4M	-$2.56M	2	1.8%	Reduced
1247	FCM Freshford Capital Management Rye Brook, New York	$11.4M	-$773K	1	3.89%	Reduced
1248	Thornburg Investment Management Santa Fe, New Mexico	$11.3M	+$11.5M	1	0.11%	New
1249	KIA Knollwood Investment Advisory Hunt Valley, Maryland	$11.3M	-$1.77M	4	1.01%	Reduced
1250	SG StoneX Group New York	$11.3M	+$81.8K	9	0.46%	Increased