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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	CCM Crestwood Capital Management New York	$13.7M	-$5.06M	1	1.81%	Reduced
202	ProShare Advisors Bethesda, Maryland	$13.5M	+$2.89M	2	0.16%	Increased
203	WI Wafra Inc New York	$13.4M	+$809K	1	1.38%	Increased
204	KCA KR Capital Advisors New York	$13.3M	-$302K	1	3.22%	Reduced
205	Analytic Investors Los Angeles, California	$13.2M	+$12.5M	1	0.19%	New
206	HT HAP Trading New York	$13.2M	+$7.9M	1	0.49%	Increased
207	KGI Kopernik Global Investors Tampa, Florida	$12.7M	+$11.8M	1	4.32%	Increased
208	Colony Group Boston, Massachusetts	$12.5M	-$146K	2	1.31%	Reduced
209	JAM JW Asset Management Miami Beach, Florida	$12.3M	+$12.9M	1	9.21%	New
210	Group One Trading Chicago, Illinois	$12.1M	+$549K	4	0.18%	Increased
211	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$11.7M	+$4.67M	2	0.09%	Increased
212	VAM Visium Asset Management New York	$11.4M	+$746K	2	0.16%	Increased
213	Fjarde Ap-fonden Stockholm, Sweden	$11.2M	-$493K	2	0.24%	Reduced
214	GC Gratry & Company Beachwood, Ohio	$11.1M	+$1.14M	2	3.65%	Increased
215	DL Delta Lloyd Amsterdam, Netherlands	$11M	+$1.06M	1	0.33%	Increased
216	Sands Capital Management Arlington, Virginia	$11M	+$3.49M	1	0.03%	Increased
217	Capital International Investors Los Angeles, California	$11M	$0	1	0.02%	Maintained
218	MTIP Magee Thomson Investment Partners San Diego, California	$10.8M	+$966K	1	2.7%	Increased
219	KBC Group Brussels, Belgium	$10.7M	+$8.63M	2	0.13%	Increased
220	QS Investors New York	$10.7M	+$9.85M	1	0.12%	Increased
221	CCM Cupps Capital Management Chicago, Illinois	$10.5M	-$6.74M	2	0.94%	Reduced
222	Avalon Investment & Advisory Houston, Texas	$10.4M	+$11M	1	0.48%	New
223	AIA AGF Investments America Toronto, Ontario, Canada	$10.4M	-$164K	2	5.18%	Reduced
224	DCM Dupont Capital Management Wilmington, Delaware	$10.3M	-$2.73M	1	0.19%	Reduced
225	Virginia Retirement Systems Richmond, Virginia	$10.3M	-$2.09M	2	0.16%	Reduced