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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	SCA Southpoint Capital Advisors New York	$163M	-$80.9M	1	3.98%	Reduced
127	Harris Associates Chicago, Illinois	$163M	-$182K	1	0.4%	Reduced
128	DCP Darsana Capital Partners New York	$155M	-$317M	1	9.21%	Reduced
129	EIM Elephas Investment Management Hong Kong	$153M	+$73M	3	66.4%	Increased
130	Fred Alger Management New York	$148M	-$81.9M	4	0.49%	Reduced
131	State of New Jersey Common Pension Fund D Trenton, New Jersey	$148M	+$19.1M	5	0.62%	Increased
132	CFM Coronation Fund Managers Cape Town, South Africa	$148M	-$21.3M	1	5.59%	Reduced
133	SCM Somerset Capital Management London, United Kingdom	$145M	$0	1	19.77%	Maintained
134	Natixis Paris, France	$143M	-$88.4M	2	1.11%	Reduced
135	Royal London Asset Management United Kingdom	$142M	+$6.1M	5	0.99%	Increased
136	Raymond James & Associates St Petersburg, Florida	$140M	+$9.61M	6	0.19%	Increased
137	SEP Soma Equity Partners San Francisco, California	$140M	+$7.79M	1	5.45%	Increased
138	STRS Ohio Columbus, Ohio	$132M	+$13.1M	4	0.58%	Increased
139	Fjarde Ap-fonden Stockholm, Sweden	$132M	+$7.7M	4	1.65%	Increased
140	Bank of Nova Scotia Toronto, Ontario, Canada	$131M	+$97.4M	4	0.45%	Increased
141	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$130M	+$6.74M	5	1.54%	Increased
142	CCM Composite Capital Management Hong Kong	$126M	-$27.6M	1	12.45%	Reduced
143	BPIH Broad Peak Investment Holdings Singapore	$126M	+$46M	1	10.34%	Increased
144	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$125M	+$5.52M	3	0.93%	Increased
145	SCM Suvretta Capital Management New York	$124M	+$72.9M	1	2.65%	Increased
146	Korea Investment Corp Seoul, South Korea	$123M	+$16.2M	3	0.45%	Increased
147	SoftBank Group Tokyo, Japan	$123M	+$92.3M	1	0.7%	New
148	Canada Life Winnipeg, Manitoba, Canada	$121M	+$14.5M	5	0.28%	Increased
149	Summit Partners Public Asset Management Boston, Massachusetts	$120M	+$4.89M	3	7.19%	Increased
150	BNP Paribas Asset Management Paris, France	$120M	+$21.8M	3	0.81%	Increased