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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	Arizona State Retirement System Phoenix, Arizona	$177M	-$6.32M	4	1.6%	Reduced
202	QF QVT Financial New York	$176M	+$128M	1	9.73%	New
203	GC GPI Capital New York	$176M	+$154M	1	100%	New
204	Envestnet Asset Management Chicago, Illinois	$174M	+$25.3M	6	0.13%	Increased
205	CCM Cadian Capital Management New York	$173M	-$50.4M	1	4.45%	Reduced
206	Axiom Investors Greenwich, Connecticut	$173M	+$39.5M	2	2.73%	Increased
207	SCM Spyglass Capital Management San Francisco, California	$172M	+$21.2M	1	5.28%	Increased
208	CIBC World Markets New York	$171M	+$30.3M	3	0.86%	Increased
209	Cevian Capital II St. Helier, Jersey	$171M	$0	1	23.9%	Maintained
210	IAM Iridian Asset Management Westport, Connecticut	$169M	+$34.6M	2	3.07%	Increased
211	AEPI AH Equity Partners III Menlo Park, California	$163M	-$33M	1	89.35%	Reduced
212	AEGON Asset Management (UK) Edinburgh, United Kingdom	$163M	-$24.2M	1	2.38%	Reduced
213	NAH Neumann Advisory (HK) Central, Hong Kong	$160M	$0	2	30.36%	Maintained
214	HighTower Advisors Chicago, Illinois	$160M	+$12.7M	6	0.67%	Increased
215	USS Investment Management London, United Kingdom	$160M	-$2.12M	4	1.45%	Reduced
216	AAM Anglepoint Asset Management George Town, Cayman Islands	$157M	+$54.9M	1	4.47%	Increased
217	AWA Artemis Wealth Advisors New York	$156M	-$15.4M	2	24.81%	Reduced
218	Guggenheim Capital Chicago, Illinois	$154M	+$5.84M	4	0.96%	Increased
219	Teacher Retirement System of Texas Austin, Texas	$153M	+$20.9M	5	0.92%	Increased
220	Nomura Holdings Tokyo, Japan	$152M	+$98M	5	0.25%	Increased
221	MSL Mackay Shields LLC New York	$151M	+$70.9M	2	1.04%	Increased
222	Jericho Capital Asset Management New York	$151M	-$70M	2	3.55%	Reduced
223	Nisa Investment Advisors St. Louis, Missouri	$149M	+$54.5M	4	0.96%	Increased
224	State of Michigan Retirement System Lansing, Michigan	$149M	+$100M	3	1.02%	Increased
225	CM Conifer Management New York	$149M	$0	1	9.01%	Maintained