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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	Commonwealth Equity Services Waltham, Massachusetts	$340M	-$5.65M	13	0.78%	Reduced
152	Fidelity International Hamilton, Bermuda	$334M	-$109M	7	0.34%	Reduced
153	Panagora Asset Management Boston, Massachusetts	$333M	+$287K	6	1.81%	Increased
154	Sculptor Capital New York	$330M	+$39.1M	12	2.55%	Increased
155	Carmignac Gestion Paris, France	$328M	-$191M	3	5.3%	Reduced
156	Two Sigma Investments New York	$327M	+$160M	11	0.97%	Increased
157	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$327M	-$3.09M	7	0.77%	Reduced
158	JSP Jackson Square Partners Larkspur, California	$325M	-$209M	2	3.22%	Reduced
159	GCM Goldstream Capital Management Central, Hong Kong	$323M	+$66.8M	1	81.06%	Increased
160	Robeco Institutional Asset Management Rotterdam, Netherlands	$322M	+$4.75M	4	0.76%	Increased
161	AIG American International Group New York	$313M	-$1.93M	13	1.72%	Reduced
162	Aberdeen Group Edinburgh, United Kingdom	$306M	-$126M	7	0.78%	Reduced
163	Osaic Holdings Scottsdale, Arizona	$300M	+$10.3M	28	0.58%	Increased
164	MetLife Investment Management Whippany, New Jersey	$300M	+$86.4M	9	1.94%	Increased
165	Nomura Asset Management Tokyo, Japan	$298M	+$21.5M	9	1.62%	Increased
166	Assenagon Asset Management Senningerberg, Luxembourg	$297M	-$440M	4	0.83%	Reduced
167	Cevian Capital II St. Helier, Jersey	$296M	$0	1	39.63%	Maintained
168	SEP Soma Equity Partners San Francisco, California	$294M	$0	1	9.76%	Maintained
169	Bessemer Group Woodbridge, New Jersey	$294M	-$223M	7	0.62%	Reduced
170	Aspex Management (HK) Central, Hong Kong	$294M	+$33.6M	2	11.61%	Increased
171	HighTower Advisors Chicago, Illinois	$293M	+$4.29M	16	0.65%	Increased
172	PAR Capital Management Boston, Massachusetts	$288M	+$84.8M	2	6.88%	Increased
173	Arizona State Retirement System Phoenix, Arizona	$281M	+$5.99M	12	2.26%	Increased
174	UBS O'Connor Chicago, Illinois	$280M	+$161M	8	3.07%	Increased
175	Baird Financial Group Milwaukee, Wisconsin	$278M	-$2.23M	7	0.69%	Reduced