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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
151	Credit Agricole Montrouge Cedex, France	$26.8M	+$5.79M	3	0.11%	Increased
152	Oaktree Capital Management Los Angeles, California	$26.7M	+$29.1M	1	0.44%	New
153	TA Tiptree Advisors New York	$26.6M	+$2.33M	1	4.51%	Increased
154	NAM NorthCoast Asset Management Greenwich, Connecticut	$26.6M	+$29.6M	1	1.31%	New
155	MCM McKinley Capital Management Anchorage, Alaska	$26.4M	-$1.75M	1	1.16%	Reduced
156	MTB Mizuho Trust & Banking Tokyo, Japan	$26.1M	-$1.27M	1	0.1%	Reduced
157	SG Swarthmore Group Philadelphia, Pennsylvania	$25.2M	+$25.7M	1	2.34%	New
158	Canada Life Winnipeg, Manitoba, Canada	$25M	+$2.09M	2	0.08%	Increased
159	LSCM Light Street Capital Management Palo Alto, California	$25M	$0	1	3.54%	Maintained
160	Capital Fund Management (CFM) Paris, France	$24.8M	+$11.3M	1	0.28%	Increased
161	Retirement Systems of Alabama Montgomery, Alabama	$24.5M	+$1.78M	1	0.14%	Increased
162	Nuveen Charlotte, North Carolina	$24.4M	+$1.02M	1	0.15%	Increased
163	CHCM Columbus Hill Capital Management Short Hills, New Jersey	$23.1M	+$10.5M	1	1.49%	Increased
164	Driehaus Capital Management Chicago, Illinois	$21.6M	+$15.4M	2	0.82%	Increased
165	Axiom Investors Greenwich, Connecticut	$21.1M	-$10.8M	2	0.52%	Reduced
166	Arrowstreet Capital Boston, Massachusetts	$20.4M	-$19.7M	1	0.11%	Reduced
167	QIM Quantitative Investment Management Charlottesville, Virginia	$20.3M	+$18.6M	1	3.91%	Increased
168	British Columbia Investment Management Victoria, British Columbia, Canada	$19.7M	+$913K	2	0.17%	Increased
169	Pictet Asset Management (UK) London, United Kingdom	$19.7M	+$11.3M	1	0.09%	Increased
170	SEI Trust Company Oaks, Pennsylvania	$19.7M	-$4.68M	2	0.19%	Reduced
171	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$19.2M	-$27.4M	3	0.03%	Reduced
172	Discovery Capital Management South Norwalk, Connecticut	$19.2M	+$20.9M	1	0.22%	New
173	BCM BBT Capital Management Fort Worth, Texas	$19.1M	-$3.08M	1	1.04%	Reduced
174	Aviva London, United Kingdom	$19M	-$28.5K	3	0.15%	Reduced
175	EA Ecofin Advisors London, United Kingdom	$18.9M	-$1.4M	1	3.36%	Reduced