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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	Third Point New York	$344M	-$382M	3	1.88%	Reduced
152	Marshall Wace North America New York	$340M	+$156M	7	1.45%	Increased
153	Fidelity International Hamilton, Bermuda	$335M	+$4.45M	6	0.37%	Increased
154	Alphabet Inc Mountain View, California	$331M	$0	2	7.86%	Maintained
155	SG Americas Securities New York	$331M	+$260M	12	1.55%	Increased
156	Marshall Wace London, United Kingdom	$324M	+$155M	13	1.35%	Increased
157	CCM Cadian Capital Management New York	$317M	+$66.8M	2	11.98%	Increased
158	Axa Paris, France	$316M	+$26.4M	5	0.89%	Increased
159	Treasurer of the State of North Carolina Raleigh, North Carolina	$313M	+$7.95M	5	1.81%	Increased
160	BNP Paribas Financial Markets Paris, France	$301M	-$619M	10	0.43%	Reduced
161	Aviva London, United Kingdom	$297M	+$2.09M	7	1.33%	Increased
162	Sculptor Capital New York	$293M	+$237M	10	2.41%	Increased
163	VOYA Investment Management Atlanta, Georgia	$290M	+$4.06M	12	0.58%	Increased
164	Polar Capital Holdings London, United Kingdom	$281M	+$129M	5	1.15%	Increased
165	Cevian Capital II St. Helier, Jersey	$273M	$0	1	35.05%	Maintained
166	Envestnet Asset Management Chicago, Illinois	$271M	+$18M	10	0.15%	Increased
167	State of Tennessee, Department of Treasury Nashville, Tennessee	$265M	+$7.57M	2	1.03%	Increased
168	Zurich Cantonal Bank Zurich, Switzerland	$264M	+$16.3M	11	1.43%	Increased
169	Retirement Systems of Alabama Montgomery, Alabama	$263M	-$27.7M	2	0.99%	Reduced
170	Commonwealth Equity Services Waltham, Massachusetts	$260M	+$10.2M	14	0.65%	Increased
171	Robeco Schweiz Zurich, Switzerland	$257M	-$73.6M	2	3%	Reduced
172	HBK Investments Dallas, Texas	$254M	-$13.3M	6	0.99%	Reduced
173	Robeco Institutional Asset Management Rotterdam, Netherlands	$254M	-$102M	4	0.56%	Reduced
174	Osaic Holdings Scottsdale, Arizona	$252M	+$8.73M	26	0.52%	Increased
175	Panagora Asset Management Boston, Massachusetts	$247M	-$23.3M	5	1.32%	Reduced