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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	NAH Neumann Advisory (HK) Central, Hong Kong	$205M	$0	2	36.58%	Maintained
202	Mackenzie Financial Toronto Ontario, Ontario, Canada	$205M	+$22.2M	5	0.29%	Increased
203	ACI AMP Capital Investors Sydney, Australia	$205M	-$24.4M	7	1.13%	Reduced
204	Stockbridge Partners Boston, Massachusetts	$204M	+$25.2M	1	4.21%	Increased
205	HighTower Advisors Chicago, Illinois	$200M	+$22.5M	13	0.54%	Increased
206	Axiom Investors Greenwich, Connecticut	$199M	-$4.22M	3	3.28%	Reduced
207	EC Eminence Capital New York	$199M	+$5M	1	2.69%	Increased
208	SCM Spyglass Capital Management San Francisco, California	$196M	+$8.22M	1	4.51%	Increased
209	Nomura Asset Management Tokyo, Japan	$196M	+$1.93M	7	1.11%	Increased
210	Guggenheim Capital Chicago, Illinois	$194M	+$17.7M	8	1.16%	Increased
211	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$193M	+$6.82M	2	1.91%	Increased
212	Teacher Retirement System of Texas Austin, Texas	$191M	+$24.2M	8	1.03%	Increased
213	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$188M	+$99M	7	0.46%	Increased
214	SCM Somerset Capital Management London, United Kingdom	$187M	-$15.6M	1	19.12%	Reduced
215	TCM Tao Capital Management San Francisco, California	$185M	$0	3	49.16%	Maintained
216	WAM WT Asset Management Hong Kong	$184M	+$17.5M	1	18.13%	Increased
217	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$180M	+$11.8M	3	1.03%	Increased
218	Capital International Los Angeles, California	$180M	-$1.98M	3	9.78%	Reduced
219	State of Michigan Retirement System Lansing, Michigan	$178M	+$16.7M	3	1.01%	Increased
220	EGP Entrust Global Partners New York	$173M	$0	2	63.99%	Maintained
221	Parallax Volatility Advisers San Francisco, California	$172M	-$21M	9	0.13%	Reduced
222	Calamos Advisors Naperville, Illinois	$171M	+$25.3M	4	0.75%	Increased
223	AWA Artemis Wealth Advisors New York	$171M	$0	2	23.81%	Maintained
224	Raymond James Financial Services Advisors St. Petersburg, Florida	$171M	+$7.25M	14	0.35%	Increased
225	Squarepoint New York	$167M	+$83M	13	0.48%	Increased