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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	Axa Paris, France	$452M	+$29.2M	5	1.28%	Increased
127	SEI Investments Oaks, Pennsylvania	$451M	-$118M	8	0.91%	Reduced
128	MN Services Vermogensbeheer The Hague, Netherlands	$449M	-$25.6M	2	2.99%	Reduced
129	Lord, Abbett & Co Jersey City, New Jersey	$446M	-$104M	2	1.19%	Reduced
130	Pendal Group Sydney, Australia	$441M	+$34.8M	2	3.63%	Increased
131	Raymond James & Associates St Petersburg, Florida	$438M	+$24.9M	15	0.37%	Increased
132	Asset Management One Tokyo, Japan	$433M	-$16.2M	8	1.69%	Reduced
133	Treasurer of the State of North Carolina Raleigh, North Carolina	$427M	+$12.5M	5	2.36%	Increased
134	STRS Ohio Columbus, Ohio	$425M	+$19.9M	5	1.55%	Increased
135	Dragoneer Investment Group San Francisco, California	$409M	-$7.61M	2	5.22%	Reduced
136	Fjarde Ap-fonden Stockholm, Sweden	$409M	-$7.46M	5	4.03%	Reduced
137	Allspring Global Investments Charlotte, North Carolina	$408M	-$20.6M	8	0.52%	Reduced
138	AQR Capital Management Greenwich, Connecticut	$396M	-$39.5M	6	0.75%	Reduced
139	Retirement Systems of Alabama Montgomery, Alabama	$394M	+$7.32M	2	1.44%	Increased
140	State of Tennessee, Department of Treasury Nashville, Tennessee	$391M	-$8.58M	3	1.5%	Reduced
141	Hyperion Asset Management Brisbane, Australia	$389M	-$18.4M	1	16.1%	Reduced
142	DCI Data Collective IV Palo Alto, California	$375M	$0	1	79.65%	Maintained
143	Viking Global Investors Stamford, Connecticut	$372M	-$262M	1	1.51%	Reduced
144	Zurich Cantonal Bank Zurich, Switzerland	$364M	-$1.45M	11	1.79%	Reduced
145	SDH Sloy Dahl & Holst Vancouver, Washington	$364M	+$37.3M	1	60.4%	Increased
146	Swedbank Stockholm, Sweden	$363M	+$22.4M	6	0.67%	Increased
147	Aviva London, United Kingdom	$361M	-$4.91M	8	1.8%	Reduced
148	Teacher Retirement System of Texas Austin, Texas	$354M	+$7.97M	11	1.81%	Increased
149	Envestnet Asset Management Chicago, Illinois	$347M	+$30.7M	10	0.17%	Increased
150	SC US (TTGP) Menlo Park, California	$346M	$0	3	2.21%	Maintained