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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	Zurich Cantonal Bank Zurich, Switzerland	$36.8M	+$17.1M	2	0.38%	Increased
127	Guggenheim Capital Chicago, Illinois	$36.5M	+$165K	3	0.1%	Increased
128	LSCM Light Street Capital Management Palo Alto, California	$35.3M	+$24.6M	1	4.82%	Increased
129	Axa Paris, France	$34.8M	-$104K	2	0.16%	Reduced
130	BRC Blue Ridge Capital New York	$34.5M	$0	1	0.43%	Maintained
131	Canada Life Winnipeg, Manitoba, Canada	$34M	+$6.53M	2	0.1%	Increased
132	CCM Cadian Capital Management New York	$32.8M	+$32.1M	1	1.75%	New
133	Handelsbanken Fonder Stockholm, Sweden	$32.8M	-$735K	3	1%	Reduced
134	Castleark Management Chicago, Illinois	$32.3M	+$2.08M	1	1.03%	Increased
135	Impax Asset Management (UK) London, United Kingdom	$32.1M	+$2.67M	1	1.41%	Increased
136	Aviva London, United Kingdom	$31.9M	+$2.63M	3	0.19%	Increased
137	AAM Ardevora Asset Management London, United Kingdom	$31.8M	+$2.82M	1	1.14%	Increased
138	Orbis Allan Gray Hamilton, Bermuda	$31.6M	-$13M	1	0.23%	Reduced
139	New York State Teachers Retirement System (NYSTRS) Albany, New York	$31.4M	-$1.04M	1	0.08%	Reduced
140	BNP Paribas Asset Management Paris, France	$31M	-$8.92M	2	0.3%	Reduced
141	Principal Financial Group Des Moines, Iowa	$30.6M	+$787K	2	0.04%	Increased
142	NFA Nationwide Fund Advisors Columbus, Ohio	$30.3M	-$285K	2	0.13%	Reduced
143	Adage Capital Partners Boston, Massachusetts	$29.6M	+$23.1M	1	0.08%	Increased
144	Gotham Asset Management New York	$29.3M	+$7.57M	1	0.38%	Increased
145	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$29.2M	-$2.6M	3	0.85%	Reduced
146	Retirement Systems of Alabama Montgomery, Alabama	$28.9M	-$392K	1	0.17%	Reduced
147	Cannell & Spears New York	$28.8M	-$2.86M	1	3.7%	Reduced
148	Vaughan Nelson Investment Management Houston, Texas	$27.5M	+$27.5M	1	0.32%	New
149	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$27.4M	+$1.3M	2	0.29%	Increased
150	Pictet Asset Management (UK) London, United Kingdom	$27.3M	+$17M	1	0.1%	Increased