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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	STRS Ohio Columbus, Ohio	$350M	+$25M	5	1.67%	Increased
127	Jacobs Levy Equity Management Florham Park, New Jersey	$347M	+$316M	4	2.74%	Increased
128	Royal London Asset Management United Kingdom	$338M	-$14.2M	5	1.71%	Reduced
129	SEI Investments Oaks, Pennsylvania	$332M	+$53.1M	7	0.74%	Increased
130	Treasurer of the State of North Carolina Raleigh, North Carolina	$328M	+$1.87M	4	2.17%	Increased
131	Asset Management One Tokyo, Japan	$324M	-$847K	7	1.65%	Reduced
132	Neuberger Berman Group New York	$319M	-$4M	10	0.33%	Reduced
133	Zurich Cantonal Bank Zurich, Switzerland	$318M	+$16.2M	15	1.88%	Increased
134	Raymond James & Associates St Petersburg, Florida	$312M	+$7.98M	13	0.32%	Increased
135	Aviva London, United Kingdom	$310M	-$1.2M	7	1.79%	Reduced
136	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$303M	-$78.9M	8	0.51%	Reduced
137	State of Tennessee, Department of Treasury Nashville, Tennessee	$298M	+$5.17M	3	1.44%	Increased
138	Group One Trading Chicago, Illinois	$294M	+$299M	11	0.58%	Increased
139	First Trust Advisors Wheaton, Illinois	$292M	-$66.4M	9	0.38%	Reduced
140	Schroder Investment Management Group London, United Kingdom	$290M	-$200M	3	0.48%	Reduced
141	Glenview Capital Management New York	$286M	+$68M	2	7.16%	Increased
142	Man Group London, United Kingdom	$278M	+$301M	11	1.29%	New
143	Envestnet Asset Management Chicago, Illinois	$274M	+$15.5M	12	0.16%	Increased
144	Nomura Asset Management Tokyo, Japan	$273M	+$9.48M	8	1.74%	Increased
145	SDH Sloy Dahl & Holst Vancouver, Washington	$273M	+$2.36M	1	57.63%	Increased
146	Commonwealth Equity Services Waltham, Massachusetts	$267M	+$8.66M	16	0.69%	Increased
147	Tiger Global Management New York	$267M	+$119M	2	2.45%	Increased
148	PAR Capital Management Boston, Massachusetts	$265M	-$93.4M	1	9.83%	Reduced
149	Hyperion Asset Management Brisbane, Australia	$260M	-$31.7M	1	15.11%	Reduced
150	Allspring Global Investments Charlotte, North Carolina	$259M	+$27.4M	6	0.46%	Increased