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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	Thornburg Investment Management Santa Fe, New Mexico	$57.1M	-$10.2M	1	0.55%	Reduced
152	Two Sigma Investments New York	$57M	+$23.9M	3	0.19%	Increased
153	Macquarie Group Sydney, NSW 2000, Australia	$56.9M	-$660K	5	0.1%	Reduced
154	Holocene Advisors New York	$56.4M	-$15.5M	1	0.58%	Reduced
155	TimesSquare Capital Management New York	$55.5M	-$10.8M	1	0.49%	Reduced
156	SCM Somerset Capital Management London, United Kingdom	$55M	-$39.5M	1	12.71%	Reduced
157	PCP Polunin Capital Partners London, United Kingdom	$53.5M	+$1.24M	1	13.62%	Increased
158	TPI Tesco Pension Investment London, United Kingdom	$52.1M	-$2.63M	1	1.28%	Reduced
159	HAM HHR Asset Management Berkeley Heights, New Jersey	$51.6M	-$13.1M	1	5.21%	Reduced
160	Robeco Schweiz Zurich, Switzerland	$51M	-$22.3M	1	2.19%	Reduced
161	KM Kora Management Brooklyn, New York	$49.9M	+$11.8M	1	13.25%	Increased
162	Raymond James & Associates St Petersburg, Florida	$49.8M	+$6.04M	6	0.07%	Increased
163	D.E. Shaw & Co New York	$49.7M	-$148M	4	0.06%	Reduced
164	Vontobel Asset Management New York	$49.6M	+$12M	1	0.33%	Increased
165	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$49M	+$2.52M	6	0.06%	Increased
166	State of Wisconsin Investment Board Madison, Wisconsin	$48.4M	+$6.46M	3	0.13%	Increased
167	CCM Cadian Capital Management New York	$48M	-$71.5M	1	2.28%	Reduced
168	State of New Jersey Common Pension Fund D Trenton, New Jersey	$47.4M	+$34.5M	4	0.18%	Increased
169	CI CAZ Investments Houston, Texas	$46.9M	+$62.5M	2	57.05%	Increased
170	Two Sigma Advisers New York	$45.9M	+$37.2M	2	0.11%	Increased
171	Carillon Tower Advisers St. Petersburg, Florida	$45.6M	$0	1	0.32%	Maintained
172	Thrivent Financial for Lutherans Minneapolis, Minnesota	$45.5M	+$2.6M	1	0.14%	Increased
173	Nomura Holdings Tokyo, Japan	$45.4M	+$30M	3	0.17%	Increased
174	SCM Suvretta Capital Management New York	$45.1M	+$60.3M	1	1.17%	New
175	TAM TFG Asset Management Grand Cayman, Cayman Islands	$44.9M	+$60.1M	1	8.01%	New