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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	Voloridge Investment Management Jupiter, Florida	$65.4M	+$60.2M	2	1.97%	Increased
127	Korea Investment Corp Seoul, South Korea	$65.3M	+$14.4M	2	0.29%	Increased
128	EC Eminence Capital New York	$65M	+$65M	1	0.97%	New
129	Sculptor Capital New York	$64.6M	+$63.3M	1	0.38%	Increased
130	Sterling Capital Management Charlotte, North Carolina	$64.1M	+$686K	1	0.63%	Increased
131	Brown Advisory Baltimore, Maryland	$63.6M	+$18.8M	2	0.18%	Increased
132	Robeco Schweiz Zurich, Switzerland	$62.8M	+$1.69M	1	2.6%	Increased
133	Royal London Asset Management United Kingdom	$57.9M	-$4.25M	3	0.46%	Reduced
134	SEP Soma Equity Partners San Francisco, California	$56.8M	+$61M	2	4.94%	New
135	Melvin Capital Management New York	$55.6M	+$5.76M	1	0.65%	Increased
136	TimesSquare Capital Management New York	$55.6M	+$53.7M	1	0.43%	New
137	Eagle Asset Management St Petersburg, Florida	$53.7M	+$209K	1	0.29%	Increased
138	Macquarie Group Sydney, NSW 2000, Australia	$52.2M	-$8.79M	4	0.09%	Reduced
139	PCP Polunin Capital Partners London, United Kingdom	$51.8M	+$969K	1	19.44%	Increased
140	Barings Charlotte, North Carolina	$51.4M	-$2.36M	2	1.18%	Reduced
141	Point72 Asset Management Stamford, Connecticut	$50.9M	+$50.2M	2	0.23%	New
142	State of Wisconsin Investment Board Madison, Wisconsin	$50.3M	-$17.6M	2	0.14%	Reduced
143	TPI Tesco Pension Investment London, United Kingdom	$49.9M	-$5.64M	1	1.25%	Reduced
144	Jericho Capital Asset Management New York	$48.9M	+$47.4M	2	2.21%	New
145	TCW Group Los Angeles, California	$47.2M	-$9.33M	4	0.45%	Reduced
146	Alkeon Capital Management New York	$47M	+$47M	1	0.23%	New
147	GQG Partners Ft. Lauderdale, Florida	$46.4M	+$44.9M	1	0.58%	New
148	Capital Guardian Trust Los Angeles, California	$46.3M	-$1.04M	1	0.61%	Reduced
149	Magnetar Financial Evanston, Illinois	$45.4M	+$20.6M	3	1.17%	Increased
150	First Trust Advisors Wheaton, Illinois	$45.3M	+$29.3M	4	0.09%	Increased