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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	British Columbia Investment Management Victoria, British Columbia, Canada	$27.5M	+$5.88M	2	0.26%	Increased
152	NFA Nationwide Fund Advisors Columbus, Ohio	$26.6M	-$17.4M	2	0.11%	Reduced
153	Pictet Asset Management (UK) London, United Kingdom	$26.5M	-$6.18M	1	0.11%	Reduced
154	Eventide Asset Management Boston, Massachusetts	$26.5M	$0	1	1.32%	Maintained
155	Capital International Inc Los Angeles, California	$26.3M	+$14.8M	1	2.34%	Increased
156	Zurich Cantonal Bank Zurich, Switzerland	$26.3M	+$1.34M	2	0.33%	Increased
157	Sit Investment Associates Minneapolis, Minnesota	$26M	-$2.13M	1	0.49%	Reduced
158	MCM McKinley Capital Management Anchorage, Alaska	$25.8M	-$7.3M	1	1.2%	Reduced
159	EA Ecofin Advisors London, United Kingdom	$25.7M	+$9.24M	1	4.32%	Increased
160	Axa Paris, France	$25.4M	+$7.68M	2	0.11%	Increased
161	Aviva London, United Kingdom	$25M	-$42.3K	3	0.19%	Reduced
162	Channing Capital Management Chicago, Illinois	$24.8M	-$299K	1	1.1%	Reduced
163	Canada Life Winnipeg, Manitoba, Canada	$24.7M	-$1.21M	2	0.09%	Reduced
164	Impax Asset Management (UK) London, United Kingdom	$24M	-$5.34M	1	1.5%	Reduced
165	Capital International Sarl Los Angeles, California	$22.8M	+$17.4M	1	1.93%	Increased
166	Lord, Abbett & Co Jersey City, New Jersey	$22.8M	+$1.07M	2	0.07%	Increased
167	Daiwa Securities Group Tokyo, Japan	$22.8M	-$10.8M	2	0.15%	Reduced
168	Victory Capital Management San Antonio, Texas	$22.6M	-$15.9M	1	0.09%	Reduced
169	TGA Trilogy Global Advisors Winter Park, Florida	$22.3M	-$34.9M	1	0.58%	Reduced
170	KGI Kopernik Global Investors Tampa, Florida	$22M	-$4.43M	1	4.73%	Reduced
171	BNP Paribas Asset Management Paris, France	$21.9M	-$978K	2	0.19%	Reduced
172	CI Investments Inc Toronto, Ontario, Canada	$21.2M	-$8.76M	1	0.27%	Reduced
173	AMF Tjänstepension Stockholm, Sweden	$21M	+$6.64M	1	0.29%	Increased
174	Washington Trust Westerly, Rhode Island	$20.9M	+$158K	2	1.43%	Increased
175	TA Tiptree Advisors New York	$20.7M	-$13.3M	1	4.89%	Reduced