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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	Polar Capital Holdings London, United Kingdom	$283M	+$42.4M	3	1.75%	Increased
152	Federated Hermes Pittsburgh, Pennsylvania	$280M	+$8.36M	6	0.54%	Increased
153	Marshall Wace North America New York	$280M	+$184M	6	1.16%	Increased
154	Carmignac Gestion Paris, France	$277M	+$182M	4	3.17%	Increased
155	Nordea Investment Management Stockholm, Sweden	$273M	+$20M	4	0.4%	Increased
156	Orbis Allan Gray Hamilton, Bermuda	$271M	+$261M	1	1.94%	Increased
157	FFVM Founders Fund V Management San Francisco, California	$271M	$0	1	14.27%	Maintained
158	Treasurer of the State of North Carolina Raleigh, North Carolina	$269M	+$3.74M	4	1.69%	Increased
159	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$267M	-$94.6M	6	0.35%	Reduced
160	Creative Planning Overland Park, Kansas	$266M	+$43.8M	15	0.54%	Increased
161	CI Investments Inc Toronto, Ontario, Canada	$265M	+$159M	4	1.12%	Increased
162	Envestnet Asset Management Chicago, Illinois	$260M	+$88.7M	10	0.17%	Increased
163	VOYA Investment Management Atlanta, Georgia	$257M	-$4.02M	6	0.52%	Reduced
164	1832 Asset Management Toronto, Ontario, Canada	$254M	+$202M	4	0.55%	Increased
165	SCA Southpoint Capital Advisors New York	$251M	-$22.3M	1	4.02%	Reduced
166	A Apoletto Road Town, Tortola, British Virgin Islands	$249M	-$25.1M	1	46.93%	Reduced
167	SCM Suvretta Capital Management New York	$248M	+$45M	2	3.67%	Increased
168	Retirement Systems of Alabama Montgomery, Alabama	$245M	+$29.5M	2	0.92%	Increased
169	AG Alibaba Group Causeway Bay, Hong Kong	$243M	-$279M	1	12.65%	Reduced
170	Axa Paris, France	$242M	+$8.68M	3	0.74%	Increased
171	SCH Sylebra Capital (HK) Hong Kong	$238M	+$289M	1	6.14%	Increased
172	Hyperion Asset Management Brisbane, Australia	$237M	+$21.2M	1	16.46%	Increased
173	Aviva London, United Kingdom	$234M	-$14.8M	6	1.14%	Reduced
174	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$234M	-$110M	1	2.73%	Reduced
175	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$232M	-$27.5M	2	1.27%	Reduced