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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
201	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$13.7M	-$151K	1	4.39%	Reduced
202	Capital Fund Management (CFM) Paris, France	$13.7M	+$10.5M	1	0.19%	New
203	Glenmede Trust Philadelphia, Pennsylvania	$13.6M	-$1.58M	3	0.16%	Reduced
204	CII CR Intrinsic Investors Stamford, Connecticut	$13.4M	+$8.47M	2	0.41%	Increased
205	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$12.9M	+$8.7M	3	0.37%	Increased
206	PGGM Investments Zeist, Netherlands	$12.9M	-$9.48M	1	0.08%	Reduced
207	Manning & Napier Advisors Fairport, New York	$12.7M	-$8.3M	2	0.06%	Reduced
208	MLICM Metropolitan Life Insurance Company (MetLife) New York	$12.1M	-$375K	2	0.09%	Reduced
209	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$12M	+$3.59M	1	1.41%	Increased
210	Daiwa Securities Group Tokyo, Japan	$12M	+$4.92M	2	0.1%	Increased
211	Chevy Chase Trust Bethesda, Maryland	$11.9M	-$62.2K	1	0.1%	Reduced
212	AAM Archipel Asset Management Stockholm, Sweden	$11.7M	+$8.98M	1	2.4%	New
213	Dorsal Capital Management Redwood City, California	$11.6M	-$19.3M	1	2.2%	Reduced
214	Amundi Asset Management US Boston, Massachusetts	$11.5M	-$3.49M	1	0.05%	Reduced
215	Janus Henderson Group London,	$11.2M	-$26.8M	2	0.12%	Reduced
216	TD Asset Management Toronto, Ontario, Canada	$11.2M	-$920K	1	0.02%	Reduced
217	GE General Electric Evendale, Ohio	$11.1M	+$10M	1	0.06%	New
218	Fjarde Ap-fonden Stockholm, Sweden	$11M	+$4.15M	2	0.24%	Increased
219	DCM Dupont Capital Management Wilmington, Delaware	$10.7M	+$239K	1	0.2%	Increased
220	CPIM Columbia Partners Investment Management Alexandria, Virginia	$10.6M	+$736K	2	0.47%	Increased
221	AIG American International Group New York	$10.6M	+$2.74M	4	0.06%	Increased
222	Jupiter Asset Management London, United Kingdom	$10.6M	+$1.23M	1	0.47%	Increased
223	NIMC NWQ Investment Management Company Los Angeles, California	$10.4M	-$1.18M	1	0.1%	Reduced
224	HSBC Holdings London, United Kingdom	$10.3M	-$8.54M	2	0.03%	Reduced
225	Public Employees Retirement Association of Colorado Denver, Colorado	$10.2M	-$1.01M	2	0.09%	Reduced