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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	GIM Genesis Investment Management London, United Kingdom	$445M	-$2.84M	1	14.98%	Reduced
127	Mitsubishi UFJ Asset Management Tokyo, Japan	$429M	+$39M	13	2.12%	Increased
128	Hardman Johnston Global Advisors Stamford, Connecticut	$421M	+$2.91M	2	11.32%	Increased
129	Carmignac Gestion Paris, France	$420M	+$101M	3	5.25%	Increased
130	CCM Composite Capital Management Hong Kong	$420M	-$5.55M	1	100%	Reduced
131	William Blair Investment Management Chicago, Illinois	$419M	+$5.72M	2	1.18%	Increased
132	Chevy Chase Trust Bethesda, Maryland	$413M	+$4.06M	2	1.44%	Increased
133	Royal London Asset Management United Kingdom	$410M	+$3.9M	6	1.66%	Increased
134	Federated Hermes Pittsburgh, Pennsylvania	$404M	-$16.1M	5	0.77%	Reduced
135	Winslow Capital Management Minneapolis, Minnesota	$400M	+$365M	2	1.57%	New
136	Orbis Allan Gray Hamilton, Bermuda	$397M	-$68.6M	1	2.72%	Reduced
137	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$392M	-$58.6M	4	0.61%	Reduced
138	BNP Paribas Asset Management Paris, France	$385M	-$65.8M	6	1.43%	Reduced
139	Fisher Asset Management Camas, Washington	$384M	-$21.6M	3	0.24%	Reduced
140	SEP Soma Equity Partners San Francisco, California	$370M	+$7.39M	1	9.94%	Increased
141	Aspex Management (HK) Central, Hong Kong	$366M	-$25M	2	12.19%	Reduced
142	Atreides Management Boston, Massachusetts	$361M	+$229M	2	8.52%	Increased
143	Fjarde Ap-fonden Stockholm, Sweden	$360M	+$6.49M	5	3.32%	Increased
144	Los Angeles Capital Management Los Angeles, California	$357M	-$4.15M	4	1.63%	Reduced
145	Davis Selected Advisers Tucson, Arizona	$354M	+$38.4M	1	1.64%	Increased
146	Hyperion Asset Management Brisbane, Australia	$354M	+$16.8M	1	16%	Increased
147	MN Services Vermogensbeheer The Hague, Netherlands	$350M	+$5.34M	2	2.16%	Increased
148	Asset Management One Tokyo, Japan	$350M	+$7.32M	7	1.34%	Increased
149	Raymond James & Associates St Petersburg, Florida	$347M	+$3.17M	13	0.31%	Increased
150	STRS Ohio Columbus, Ohio	$346M	+$18.8M	8	1.3%	Increased