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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
126	TD Asset Management Toronto, Ontario, Canada	$37.8M	+$9.24M	2	0.07%	Increased
127	Capital International Inc Los Angeles, California	$37.4M	-$5.29M	1	4.5%	Reduced
128	UBS Group Zurich, Switzerland	$37.4M	-$28M	4	0.02%	Reduced
129	Baird Financial Group Milwaukee, Wisconsin	$36.7M	-$7.56M	2	0.34%	Reduced
130	Schroder Investment Management Group London, United Kingdom	$36M	-$28.8M	2	0.07%	Reduced
131	Driehaus Capital Management Chicago, Illinois	$35.1M	+$23.3M	1	1.25%	Increased
132	SEI Investments Oaks, Pennsylvania	$34.2M	-$13.4M	3	0.21%	Reduced
133	CI Investments Inc Toronto, Ontario, Canada	$34.2M	+$21.6M	1	0.39%	Increased
134	Guggenheim Capital Chicago, Illinois	$33.2M	-$1.9M	4	0.1%	Reduced
135	AG Artal Group Luxembourg	$33.1M	+$17M	2	0.68%	Increased
136	MTB Mizuho Trust & Banking Tokyo, Japan	$33M	+$243K	1	0.1%	Increased
137	New York State Teachers Retirement System (NYSTRS) Albany, New York	$32.1M	-$1.15M	1	0.08%	Reduced
138	WBC Westpac Banking Corp Sydney, Australia	$31.6M	+$6.88M	3	0.35%	Increased
139	Cannell & Spears New York	$30.7M	+$164K	1	3.89%	Increased
140	MG Meritage Group San Francisco, California	$30.1M	+$14.8M	1	0.78%	Increased
141	Axa Paris, France	$29.9M	+$4.44M	3	0.13%	Increased
142	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$29.1M	+$11M	3	0.85%	Increased
143	Capital International Sarl Los Angeles, California	$29.1M	-$4.79M	1	2.48%	Reduced
144	Principal Financial Group Des Moines, Iowa	$28.9M	+$3.26M	2	0.04%	Increased
145	HCM Holland Capital Management Chicago, Illinois	$28.3M	-$15M	1	1.1%	Reduced
146	TGA Trilogy Global Advisors Winter Park, Florida	$27.9M	-$3.3M	1	0.86%	Reduced
147	Capital Fund Management (CFM) Paris, France	$27.9M	+$15.7M	2	0.26%	Increased
148	Aviva London, United Kingdom	$27.9M	+$6.58M	3	0.19%	Increased
149	1832 Asset Management Toronto, Ontario, Canada	$27.7M	-$16.6M	2	0.11%	Reduced
150	Retirement Systems of Alabama Montgomery, Alabama	$27.3M	-$176K	1	0.16%	Reduced