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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	Dragoneer Investment Group San Francisco, California	$237M	$0	1	5.62%	Maintained
152	KBC Group Brussels, Belgium	$231M	+$62.1M	6	0.98%	Increased
153	Ninety One (UK) London, United Kingdom	$230M	+$8.77M	1	0.72%	Increased
154	Appaloosa LP Short Hills, New Jersey	$221M	+$173M	2	11.69%	Increased
155	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$218M	-$1.52M	3	0.62%	Reduced
156	PCM Prime Capital Management Hong Kong	$215M	-$1.03M	1	70.77%	Reduced
157	Baird Financial Group Milwaukee, Wisconsin	$212M	+$52.6M	6	0.52%	Increased
158	Lord, Abbett & Co Jersey City, New Jersey	$211M	+$98.7M	3	0.76%	Increased
159	EC Eminence Capital New York	$206M	+$4.82M	1	2.93%	Increased
160	General Atlantic New York	$206M	$0	1	2.39%	Maintained
161	Glenview Capital Management New York	$199M	-$31.3M	2	4.37%	Reduced
162	Rafferty Asset Management New York	$195M	+$68.8M	13	1.32%	Increased
163	Daiwa Securities Group Tokyo, Japan	$194M	-$153K	12	1.35%	Reduced
164	Man Group London, United Kingdom	$191M	-$311M	0	–	Closed
165	AIG American International Group New York	$187M	+$1.08M	15	1.23%	Increased
166	AQR Capital Management Greenwich, Connecticut	$184M	+$1.74M	7	0.4%	Increased
167	Panagora Asset Management Boston, Massachusetts	$179M	-$9.76M	4	1.13%	Reduced
168	MetLife Investment Management Whippany, New Jersey	$179M	-$1.2M	11	1.29%	Reduced
169	National Bank of Canada Montreal, Quebec, Canada	$179M	+$30.5M	19	0.44%	Increased
170	Empower Advisory Group Greenwood Village, Colorado	$176M	+$166M	3	0.79%	New
171	Rockefeller Capital Management New York	$175M	+$13M	6	0.75%	Increased
172	Arizona State Retirement System Phoenix, Arizona	$175M	+$1.58M	10	1.57%	Increased
173	SEP Soma Equity Partners San Francisco, California	$174M	-$31.7M	1	8.77%	Reduced
174	F FIFTHDELTA London, United Kingdom	$173M	-$55.6M	2	11.36%	Reduced
175	DnB Asset Management Oslo, Norway	$171M	+$15.3M	4	1.08%	Increased