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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
176	Swedbank Stockholm, Sweden	$89.1M	+$17.4M	1	0.32%	Increased
177	Cevian Capital II St. Helier, Jersey	$85.8M	$0	1	18.85%	Maintained
178	Todd Asset Management Louisville, Kentucky	$85.7M	+$7.83M	2	2.71%	Increased
179	Sanders Capital West Palm Beach, Florida	$83.4M	+$569K	1	0.31%	Increased
180	Davidson Kempner Capital Management New York	$82.6M	+$46.3M	3	1.99%	Increased
181	Polar Capital London, United Kingdom	$81.6M	+$51.3M	3	0.7%	Increased
182	Kohlberg Kravis Roberts & Co New York	$81.1M	$0	1	0.5%	Maintained
183	EC Eminence Capital New York	$80M	-$88.1M	1	0.79%	Reduced
184	SDH Sloy Dahl & Holst Vancouver, Washington	$79.4M	+$101K	1	37.6%	Increased
185	Glazer Capital LLC New York	$78.6M	+$7.21M	4	5.55%	Increased
186	AQR Capital Management Greenwich, Connecticut	$77.8M	+$39.1M	3	0.13%	Increased
187	Douglas Lane & Associates New York	$77.7M	-$5.41M	2	1.67%	Reduced
188	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$76.4M	+$2.33M	6	0.07%	Increased
189	AEGON Asset Management (UK) Edinburgh, United Kingdom	$76.3M	-$38.6M	1	1.71%	Reduced
190	Polar Asset Management Partners Toronto, Ontario, Canada	$76.1M	+$33.8M	6	1.26%	Increased
191	Voloridge Investment Management Jupiter, Florida	$75.2M	-$36.4M	4	0.86%	Reduced
192	KDA KPCB DGF Associates Menlo Park, California	$75.1M	$0	1	100%	Maintained
193	Zurich Cantonal Bank Zurich, Switzerland	$75.1M	+$29.3M	5	0.65%	Increased
194	ACI AMP Capital Investors Sydney, Australia	$74.7M	+$18.3M	5	0.47%	Increased
195	TD Asset Management Toronto, Ontario, Canada	$74.1M	+$5.91M	4	0.11%	Increased
196	Envestnet Asset Management Chicago, Illinois	$73.4M	+$1.92M	6	0.07%	Increased
197	USS Investment Management London, United Kingdom	$70.6M	+$2.77M	4	0.74%	Increased
198	Marsico Capital Management Denver, Colorado	$70.3M	-$51.6M	3	2.21%	Reduced
199	Thornburg Investment Management Santa Fe, New Mexico	$69.7M	-$350K	1	0.89%	Reduced
200	KBC Group Brussels, Belgium	$69.3M	+$5.4M	6	0.46%	Increased