← All themes

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	Hudson Bay Capital Management Stamford, Connecticut	$89.2M	+$47.4M	5	1.33%	Increased
202	HighTower Advisors Chicago, Illinois	$88.8M	-$9.03M	5	0.43%	Reduced
203	SIG Senator Investment Group New York	$88.4M	+$20M	2	2.58%	Increased
204	Raymond James Financial Services Advisors St. Petersburg, Florida	$87.2M	+$4.66M	6	0.25%	Increased
205	IAM Iridian Asset Management Westport, Connecticut	$86.6M	+$78.4M	1	1.89%	New
206	Axiom Investors Greenwich, Connecticut	$86.4M	+$43.9M	2	1.4%	Increased
207	Sanders Capital West Palm Beach, Florida	$86.2M	-$11M	1	0.3%	Reduced
208	Skye Global Management West Palm Beach, Florida	$86M	+$72.7M	1	2.22%	Increased
209	HRT Financial New York	$85.9M	+$43.1M	7	2.5%	Increased
210	MICM Matthews International Capital Management San Francisco, California	$85.4M	+$83.1M	2	5.75%	New
211	Man Group London, United Kingdom	$85.3M	+$38.3M	5	0.34%	Increased
212	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$84.6M	-$17.3M	3	0.62%	Reduced
213	Gulf International Bank (UK) London, United Kingdom	$84.4M	-$76.3K	2	1.19%	Reduced
214	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$81.7M	-$16.1M	5	0.08%	Reduced
215	TC Tairen Capital Hong Kong	$81.5M	+$79.4M	1	8.82%	New
216	Douglas Lane & Associates New York	$81.1M	-$9.4M	2	1.61%	Reduced
217	TA Trivest Advisors Hong Kong	$81.1M	-$3.9M	1	12.43%	Reduced
218	CIBC World Markets New York	$80.6M	-$57.1M	3	0.78%	Reduced
219	Calamos Advisors Naperville, Illinois	$80.5M	-$11.4M	5	0.52%	Reduced
220	SCM Spyglass Capital Management San Francisco, California	$80.5M	+$44.1M	1	3.72%	Increased
221	Utah Retirement Systems Salt Lake City, Utah	$79.3M	+$615K	5	1.32%	Increased
222	Stifel Financial St. Louis, Missouri	$79.3M	+$3.13M	9	0.16%	Increased
223	LSCM Light Street Capital Management Palo Alto, California	$79.2M	+$54.3M	3	2.49%	Increased
224	VCM Valiant Capital Management San Francisco, California	$78.3M	$0	1	4.09%	Maintained
225	Nomura Asset Management Tokyo, Japan	$78.1M	+$4.49M	4	0.6%	Increased