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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	CCM Cadian Capital Management New York	$31M	-$4.97M	1	1.48%	Reduced
152	Adage Capital Partners Boston, Massachusetts	$30.9M	-$4.18M	1	0.08%	Reduced
153	Capital International Sarl Los Angeles, California	$30.9M	+$3.73M	1	2.66%	Increased
154	Melvin Capital Management New York	$30.7M	+$31.9M	1	0.53%	New
155	FFIM Founders Fund IV Management San Francisco, California	$30.2M	$0	1	100%	Maintained
156	WBC Westpac Banking Corp Sydney, Australia	$30.1M	+$15.9M	3	0.24%	Increased
157	HCM Holland Capital Management Chicago, Illinois	$29.6M	-$2.59M	1	1.26%	Reduced
158	Retirement Systems of Alabama Montgomery, Alabama	$29.5M	-$4.65M	1	0.16%	Reduced
159	BB&T Securities Richmond, Virginia	$29.4M	+$4.89M	3	0.4%	Increased
160	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$28.3M	+$6.41M	1	0.19%	Increased
161	CI Investments Inc Toronto, Ontario, Canada	$27.8M	-$7.51K	1	0.32%	Reduced
162	Citigroup New York	$27.4M	-$114K	3	0.02%	Reduced
163	Sands Capital Management Arlington, Virginia	$27.3M	+$28.4M	1	0.09%	New
164	SG Americas Securities New York	$26.7M	-$29.3M	3	0.24%	Reduced
165	JP Morgan Private Wealth Advisors San Francisco, California	$26.1M	+$18.2M	3	0.2%	Increased
166	Foresters Investment Management New York	$25.2M	-$28M	1	0.44%	Reduced
167	State of New Jersey Common Pension Fund D Trenton, New Jersey	$24.8M	-$37.6M	2	0.1%	Reduced
168	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$24.5M	+$20.3M	2	0.25%	Increased
169	WMC Westwood Management Corporation Chicago, Illinois	$24M	+$13.2M	1	4.06%	Increased
170	Kayne Anderson Rudnick Investment Management Los Angeles, California	$23.9M	-$604K	1	0.26%	Reduced
171	Suntrust Banks Atlanta, Georgia	$23.5M	-$6.91M	2	0.15%	Reduced
172	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$22.6M	$0	1	0.13%	Maintained
173	Hosking Partners London, United Kingdom	$22.5M	+$1.97M	2	0.63%	Increased
174	HM Payson & Co Portland, Maine	$22.4M	+$1.11M	1	1.02%	Increased
175	ACI AMP Capital Investors Sydney, Australia	$22.3M	+$2.57M	3	0.13%	Increased