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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	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$51.1M	+$20M	1	0.39%	Increased
127	Wolverine Trading Chicago, Illinois	$50.9M	+$46.6M	3	0.23%	New
128	Credit Agricole Montrouge Cedex, France	$50.6M	-$25.4M	3	0.17%	Reduced
129	NCA Newbrook Capital Advisors New York	$50.1M	+$49.7M	1	3.99%	New
130	ABC Anchor Bolt Capital Chicago, Illinois	$49.6M	-$42.8M	1	1.94%	Reduced
131	Vaughan Nelson Investment Management Houston, Texas	$49.2M	-$5.67M	1	0.59%	Reduced
132	Aviva London, United Kingdom	$48.5M	+$2.08M	3	0.27%	Increased
133	PGGM Investments Zeist, Netherlands	$48.1M	-$2.09M	1	0.25%	Reduced
134	Axiom Investors Greenwich, Connecticut	$46.5M	+$7.53M	1	1.11%	Increased
135	Raymond James & Associates St Petersburg, Florida	$46.4M	+$8.5M	4	0.1%	Increased
136	CCM Criterion Capital Management San Francisco, California	$46.3M	+$33.2M	2	2.23%	Increased
137	Guggenheim Capital Chicago, Illinois	$45.4M	-$612K	3	0.12%	Reduced
138	TCW Group Los Angeles, California	$44.4M	+$29.4K	2	0.37%	Increased
139	Victory Capital Management San Antonio, Texas	$44.4M	-$575K	1	0.1%	Reduced
140	Principal Financial Group Des Moines, Iowa	$44.3M	+$2.73M	2	0.04%	Increased
141	Canada Life Winnipeg, Manitoba, Canada	$42.4M	-$316K	2	0.11%	Reduced
142	Zurich Cantonal Bank Zurich, Switzerland	$42M	-$8.52M	2	0.41%	Reduced
143	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$41M	+$99.1K	1	22.42%	Increased
144	First Trust Advisors Wheaton, Illinois	$40.8M	+$12.1M	2	0.11%	Increased
145	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$40.3M	+$3.25M	1	0.24%	Increased
146	Jane Street New York	$40.2M	-$15M	3	0.14%	Reduced
147	NFA Nationwide Fund Advisors Columbus, Ohio	$39.9M	+$2.18M	3	0.16%	Increased
148	TD Asset Management Toronto, Ontario, Canada	$39.5M	-$29.2M	2	0.06%	Reduced
149	FFIM Founders Fund IV Management San Francisco, California	$39.2M	$0	1	100%	Maintained
150	Natixis Advisors Boston, Massachusetts	$38.7M	-$184K	2	0.42%	Reduced