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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	Renaissance Technologies New York	$216M	-$2.08B	5	0.22%	Reduced
127	Canada Life Winnipeg, Manitoba, Canada	$215M	+$1.12M	6	0.47%	Increased
128	Fjarde Ap-fonden Stockholm, Sweden	$213M	+$1.35M	4	2.31%	Increased
129	Raymond James & Associates St Petersburg, Florida	$212M	-$16.6M	7	0.27%	Reduced
130	SCA Southpoint Capital Advisors New York	$211M	+$17.8M	1	4.81%	Increased
131	Aspex Management (HK) Central, Hong Kong	$208M	+$203M	1	13.37%	New
132	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$207M	+$3.72M	4	1.13%	Increased
133	TCM Tao Capital Management San Francisco, California	$206M	-$65.5M	2	66.57%	Reduced
134	SG Americas Securities New York	$204M	+$108M	4	1.3%	Increased
135	STRS Ohio Columbus, Ohio	$197M	-$17.6M	4	0.83%	Reduced
136	Asset Management One Tokyo, Japan	$193M	+$1.96M	5	0.89%	Increased
137	SCM Somerset Capital Management London, United Kingdom	$192M	+$3.54M	1	25.94%	Increased
138	Harris Associates Chicago, Illinois	$191M	+$74.7K	1	0.47%	Increased
139	Jericho Capital Asset Management New York	$191M	+$71.8M	5	7.75%	Increased
140	LPL Financial San Diego, California	$186M	+$19.7M	8	0.29%	Increased
141	Aperio Group Sausalito, California	$186M	+$10.1M	6	0.63%	Increased
142	Korea Investment Corp Seoul, South Korea	$184M	-$2.97M	3	0.65%	Reduced
143	DCP Darsana Capital Partners New York	$182M	$0	1	9.28%	Maintained
144	Natixis Paris, France	$182M	+$45M	3	1.34%	Increased
145	AEPIP AH Equity Partners III (Parallel) Menlo Park, California	$174M	-$40.1M	1	100%	Reduced
146	Treasurer of the State of North Carolina Raleigh, North Carolina	$167M	+$1.4M	4	1.26%	Increased
147	CCM Cadian Capital Management New York	$165M	+$40.4M	1	5.37%	Increased
148	HCM Hitchwood Capital Management New York	$165M	-$38M	2	4.35%	Reduced
149	Aviva London, United Kingdom	$165M	+$4.19M	6	0.97%	Increased
150	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$163M	-$117M	6	0.31%	Reduced