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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	Stifel Financial St. Louis, Missouri	$225M	+$21.8M	12	0.34%	Increased
177	Jericho Capital Asset Management New York	$222M	+$225M	2	5.26%	Increased
178	AIG American International Group New York	$218M	-$1.84M	11	0.74%	Reduced
179	SDH Sloy Dahl & Holst Vancouver, Washington	$218M	+$406K	1	29.25%	Increased
180	EC Eminence Capital New York	$217M	+$84M	1	2.67%	Increased
181	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$215M	$0	1	1.53%	Maintained
182	SCM Spyglass Capital Management San Francisco, California	$212M	+$32.8M	1	4.72%	Increased
183	PCM Palestra Capital Management New York	$212M	+$9.49M	1	4.56%	Increased
184	ACI AMP Capital Investors Sydney, Australia	$211M	+$3.86M	6	1.01%	Increased
185	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$201M	+$4.42M	2	3.4%	Increased
186	VanEck Associates New York	$201M	+$21.1M	6	0.47%	Increased
187	Stockbridge Partners Boston, Massachusetts	$200M	+$174M	1	4.25%	Increased
188	Parallax Volatility Advisers San Francisco, California	$195M	+$84.9M	5	0.17%	Increased
189	EGP Entrust Global Partners New York	$194M	-$1.18M	2	72.29%	Reduced
190	NAH Neumann Advisory (HK) Central, Hong Kong	$194M	+$2.73M	2	31.22%	Increased
191	SCM Suvretta Capital Management New York	$193M	-$37.3M	1	2.89%	Reduced
192	Mackenzie Financial Toronto Ontario, Ontario, Canada	$192M	+$40.3M	5	0.27%	Increased
193	MLICM Metropolitan Life Insurance Company (MetLife) New York	$192M	+$88.6M	8	1.38%	Increased
194	Axiom Investors Greenwich, Connecticut	$188M	-$14.7M	3	3.02%	Reduced
195	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$186M	-$16.8M	5	1.14%	Reduced
196	Creative Planning Overland Park, Kansas	$185M	-$80.6M	12	0.33%	Reduced
197	Cevian Capital II St. Helier, Jersey	$185M	$0	1	24.25%	Maintained
198	Arizona State Retirement System Phoenix, Arizona	$182M	+$10.3M	8	1.48%	Increased
199	SCM Somerset Capital Management London, United Kingdom	$181M	+$6M	1	16.67%	Increased
200	Nomura Asset Management Tokyo, Japan	$180M	+$16.9M	6	1.04%	Increased