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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	$247M	+$20.2M	12	0.36%	Increased
177	SCA Southpoint Capital Advisors New York	$246M	+$4.37M	1	5.26%	Increased
178	Lord, Abbett & Co Jersey City, New Jersey	$245M	+$72.3M	3	0.59%	Increased
179	Baird Financial Group Milwaukee, Wisconsin	$244M	-$1.29M	4	0.62%	Reduced
180	AGFIA Accel Growth Fund IV Associates Palo Alto, California	$241M	+$230M	1	21.77%	Increased
181	Glenview Capital Management New York	$240M	+$133M	3	4.36%	Increased
182	AIG American International Group New York	$240M	-$4.09M	12	1.28%	Reduced
183	AG Alibaba Group Causeway Bay, Hong Kong	$236M	$0	1	16.69%	Maintained
184	A Apoletto Road Town, Tortola, British Virgin Islands	$234M	-$7.88M	1	31.89%	Reduced
185	JP Morgan Private Wealth Advisors San Francisco, California	$233M	+$89.9M	8	0.57%	Increased
186	SDH Sloy Dahl & Holst Vancouver, Washington	$231M	-$15.7M	1	49.1%	Reduced
187	Temasek Holdings Singapore	$231M	-$33.7M	2	0.81%	Reduced
188	USS Investment Management London, United Kingdom	$230M	+$30.7M	5	1.94%	Increased
189	Sachem Head Capital Management New York	$230M	+$156M	1	5.66%	Increased
190	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$229M	+$24.3M	2	3.82%	Increased
191	Egerton Capital (UK) London, United Kingdom	$229M	-$27.6M	1	1.09%	Reduced
192	Caxton Associates (New York) New York	$227M	+$97.2M	2	25.14%	Increased
193	PointState Capital New York	$224M	+$191M	2	3.74%	Increased
194	Bridgewater Associates Westport, Connecticut	$224M	+$162M	6	1.23%	Increased
195	AQR Capital Management Greenwich, Connecticut	$216M	-$97.2M	6	0.4%	Reduced
196	Creative Planning Overland Park, Kansas	$216M	+$11.4M	12	0.38%	Increased
197	PCM Palestra Capital Management New York	$216M	+$25.8M	1	4.58%	Increased
198	PAR Capital Management Boston, Massachusetts	$212M	+$206M	1	5.09%	Increased
199	Arizona State Retirement System Phoenix, Arizona	$210M	+$9.41M	8	1.71%	Increased
200	SCH Sylebra Capital (HK) Hong Kong	$207M	+$6.33M	1	4.66%	Increased