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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
1951	Sit Investment Associates Minneapolis, Minnesota	$4.3M	$0	3	0.08%	Maintained
1952	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$4.29M	-$881K	1	0.25%	Reduced
1953	OL Optas LLC Austin, Texas	$4.29M	+$53.5K	2	0.6%	Increased
1954	VCM Valiant Capital Management San Francisco, California	$4.29M	$0	1	0.17%	Maintained
1955	CFO CVA Family Office Denver, Colorado	$4.27M	+$304K	4	0.39%	Increased
1956	FIA FNY Investment Advisers New York	$4.27M	+$370K	10	1.54%	Increased
1957	SL Sentinus LLC Oak Brook, Illinois	$4.26M	+$504K	2	0.34%	Increased
1958	SFS Summit Financial Strategies Columbus, Ohio	$4.25M	+$398	1	0.3%	Increased
1959	OC Oarsman Capital Milwaukee, Wisconsin	$4.25M	+$132K	2	0.45%	Increased
1960	AC Arrow Capital Sydney, Australia	$4.24M	+$4.31M	1	3.61%	New
1961	ACM Aster Capital Management Dubai, United Arab Emirates	$4.24M	+$3.46M	4	0.9%	Increased
1962	PWM Palumbo Wealth Management Great Neck, New York	$4.24M	+$522K	2	0.89%	Increased
1963	AGA Arch Global Advisors New York	$4.23M	-$48.9K	1	1.87%	Reduced
1964	OP Oslo Pensjonsforsikring Oslo,	$4.23M	+$295K	4	0.49%	Increased
1965	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$4.22M	+$66.6K	2	0.23%	Increased
1966	NRCM Northern Right Capital Management Darien, Connecticut	$4.22M	-$933K	1	1.25%	Reduced
1967	Mubadala Investment Company Abu Dhabi, United Arab Emirates	$4.22M	+$867K	1	0.01%	Increased
1968	BM Bridger Management New York	$4.22M	$0	1	2.81%	Maintained
1969	MCM Militia Capital Management Austin, Texas	$4.21M	+$4.28M	1	0.12%	New
1970	RBC Romano Brothers & Co Evanston, Illinois	$4.21M	+$1.35M	2	0.42%	Increased
1971	RK Capital Management (Florida) Weston, Florida	$4.21M	+$3.98M	1	0.04%	New
1972	MSK Melissa S. Kampmann	$4.2M	-$125K	1	3.18%	Reduced
1973	DRD Dennis R. Delaney	$4.2M	+$479K	1	1.34%	Increased
1974	NFG Nadler Financial Group Deerfield, Illinois	$4.2M	-$16.3K	1	0.36%	Reduced
1975	SA SAM Advisors Oakhurst, California	$4.2M	+$182K	2	1.15%	Increased