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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	AG Alibaba Group Causeway Bay, Hong Kong	$295M	$0	1	13.83%	Maintained
152	Hyperion Asset Management Brisbane, Australia	$294M	+$50.5M	1	16.45%	Increased
153	AQR Capital Management Greenwich, Connecticut	$291M	-$23M	6	0.5%	Reduced
154	Fjarde Ap-fonden Stockholm, Sweden	$279M	-$29M	5	2.56%	Reduced
155	Treasurer of the State of North Carolina Raleigh, North Carolina	$279M	+$6.6M	5	1.62%	Increased
156	Axa Paris, France	$279M	+$17.8M	4	0.79%	Increased
157	Aviva London, United Kingdom	$271M	+$31M	6	1.19%	Increased
158	SCA Southpoint Capital Advisors New York	$271M	+$41.8M	1	4.69%	Increased
159	SCH Sylebra Capital (HK) Hong Kong	$268M	+$49.4M	1	6.65%	Increased
160	CCM Cadian Capital Management New York	$266M	-$6M	2	11.79%	Reduced
161	Retirement Systems of Alabama Montgomery, Alabama	$261M	+$7.36M	2	0.94%	Increased
162	MN Services Vermogensbeheer The Hague, Netherlands	$259M	+$294M	2	2.01%	New
163	VOYA Investment Management Atlanta, Georgia	$258M	-$3.7M	10	0.5%	Reduced
164	Envestnet Asset Management Chicago, Illinois	$249M	-$17.6M	10	0.14%	Reduced
165	Panagora Asset Management Boston, Massachusetts	$246M	+$21.5M	8	1.32%	Increased
166	TCM Tao Capital Management San Francisco, California	$244M	+$1.2M	3	56%	Increased
167	HBK Investments Dallas, Texas	$243M	+$12.2M	8	0.85%	Increased
168	Zurich Cantonal Bank Zurich, Switzerland	$237M	+$10.7M	10	1.32%	Increased
169	Commonwealth Equity Services Waltham, Massachusetts	$232M	+$4.9M	13	0.59%	Increased
170	Baird Financial Group Milwaukee, Wisconsin	$230M	-$1.45M	5	0.6%	Reduced
171	Egerton Capital (UK) London, United Kingdom	$230M	-$120M	1	1.14%	Reduced
172	CI Investments Inc Toronto, Ontario, Canada	$229M	-$18.9M	5	0.84%	Reduced
173	Osaic Holdings Scottsdale, Arizona	$229M	+$10.1M	24	0.5%	Increased
174	State of Tennessee, Department of Treasury Nashville, Tennessee	$226M	-$5.94M	2	0.86%	Reduced
175	Balyasny Asset Management Chicago, Illinois	$226M	+$135M	12	1.07%	Increased