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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	AG Alibaba Group Causeway Bay, Hong Kong	$335M	$0	1	29.09%	Maintained
177	Robeco Institutional Asset Management Rotterdam, Netherlands	$333M	+$7.86M	4	0.71%	Increased
178	PointState Capital New York	$331M	+$115M	2	5.49%	Increased
179	CCM Composite Capital Management Hong Kong	$331M	-$77.6M	1	100%	Reduced
180	Melvin Capital Management New York	$327M	+$336M	1	1.6%	New
181	Panagora Asset Management Boston, Massachusetts	$326M	-$2.93M	5	1.73%	Reduced
182	Robeco Schweiz Zurich, Switzerland	$324M	-$13.3M	2	4.2%	Reduced
183	AIG American International Group New York	$316M	-$5.09M	13	1.58%	Reduced
184	Holocene Advisors New York	$315M	+$185M	5	1.64%	Increased
185	Jericho Capital Asset Management New York	$315M	+$292M	2	11.54%	Increased
186	SCA Southpoint Capital Advisors New York	$306M	+$79.2M	2	5.88%	Increased
187	Osaic Holdings Scottsdale, Arizona	$303M	-$19.6M	30	0.57%	Reduced
188	TA Trivest Advisors Hong Kong	$301M	+$89.9M	1	27.7%	Increased
189	Baird Financial Group Milwaukee, Wisconsin	$301M	-$9.46M	5	0.7%	Reduced
190	Stifel Financial St. Louis, Missouri	$299M	+$11.2M	11	0.4%	Increased
191	Polar Capital Holdings London, United Kingdom	$295M	-$15.3M	16	1.11%	Reduced
192	HighTower Advisors Chicago, Illinois	$290M	+$29.4M	15	0.64%	Increased
193	UFM Ursa Fund Management Danville, California	$290M	+$276M	1	6.83%	New
194	Cevian Capital II St. Helier, Jersey	$285M	$0	1	31.78%	Maintained
195	Orbis Allan Gray Hamilton, Bermuda	$284M	-$21.2M	1	2.1%	Reduced
196	Nomura Asset Management Tokyo, Japan	$283M	+$29.6M	8	1.43%	Increased
197	NAH Neumann Advisory (HK) Central, Hong Kong	$281M	-$454K	2	48.64%	Reduced
198	JP Morgan Private Wealth Advisors San Francisco, California	$281M	+$19.5M	10	0.6%	Increased
199	A Apoletto Road Town, Tortola, British Virgin Islands	$280M	-$45.2M	1	34.91%	Reduced
200	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$277M	+$49.3M	5	1.49%	Increased