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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	CF Corebridge Financial Houston, Texas	$213M	+$193M	12	1.17%	New
177	Arizona State Retirement System Phoenix, Arizona	$212M	+$2.19M	7	1.41%	Increased
178	Sands Capital Management Arlington, Virginia	$206M	-$154M	1	0.61%	Reduced
179	Osaic Holdings Scottsdale, Arizona	$203M	-$21.2M	27	0.48%	Reduced
180	Natixis Paris, France	$200M	-$58.8M	5	1.15%	Reduced
181	State of Michigan Retirement System Lansing, Michigan	$198M	+$990K	3	1.02%	Increased
182	Holocene Advisors New York	$196M	+$81.4M	2	0.82%	Increased
183	US Bancorp Minneapolis, Minnesota	$192M	+$21.2M	19	0.26%	Increased
184	Employees Provident Fund Board Shah Alam, Malaysia	$189M	+$87.4K	2	3.03%	Increased
185	DnB Asset Management Oslo, Norway	$189M	+$36M	5	0.9%	Increased
186	Mirova US Boston, Massachusetts	$188M	+$3.72M	1	2.34%	Increased
187	British Columbia Investment Management Victoria, British Columbia, Canada	$180M	-$1.06M	5	1.09%	Reduced
188	Första AP-fonden Stockholm, Sweden	$178M	-$15.7M	4	1.57%	Reduced
189	CIBC World Markets New York	$177M	+$48.3M	3	1.16%	Increased
190	Baird Financial Group Milwaukee, Wisconsin	$177M	+$5.88M	5	0.37%	Increased
191	CCM Cantillon Capital Management New York	$177M	+$169M	1	1.18%	New
192	SEP Soma Equity Partners San Francisco, California	$175M	-$2.43M	1	10.09%	Reduced
193	Atreides Management Boston, Massachusetts	$175M	+$131M	2	5.7%	Increased
194	Man Group London, United Kingdom	$174M	-$101M	6	0.44%	Reduced
195	Los Angeles Capital Management Los Angeles, California	$172M	+$63.8M	3	0.62%	Increased
196	HAM Hanwha Asset Management Seoul, South Korea	$170M	$0	1	100%	Maintained
197	Xponance Philadelphia, Pennsylvania	$170M	+$1.37M	8	1.73%	Increased
198	UniSuper Management Melbourne, Victoria, Australia	$168M	+$8.58M	2	1.39%	Increased
199	Nomura Holdings Tokyo, Japan	$167M	-$212M	6	0.32%	Reduced
200	Corient Private Wealth Miami, Florida	$167M	-$2.99M	9	0.29%	Reduced