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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	IMC Chicago Chicago, Illinois	$276M	+$258M	6	0.23%	Increased
202	Arizona State Retirement System Phoenix, Arizona	$276M	+$2.57M	12	2.1%	Increased
203	Alphabet Inc Mountain View, California	$264M	$0	2	6.38%	Maintained
204	USS Investment Management London, United Kingdom	$262M	-$720K	5	1.99%	Reduced
205	Point72 Asset Management Stamford, Connecticut	$258M	-$244M	9	1.03%	Reduced
206	Creative Planning Overland Park, Kansas	$258M	-$23.6M	11	0.41%	Reduced
207	Axiom Investors Greenwich, Connecticut	$255M	+$24.2M	3	4.69%	Increased
208	HBK Investments Dallas, Texas	$252M	-$71.9M	3	0.94%	Reduced
209	ASGS Alpha Square Group S New York	$252M	+$259M	1	50.78%	New
210	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$248M	-$29.3M	2	3.77%	Reduced
211	GCM Goldstream Capital Management Central, Hong Kong	$241M	+$229M	1	59.18%	New
212	GIM Genesis Investment Management London, United Kingdom	$240M	-$119M	1	11.85%	Reduced
213	State of Michigan Retirement System Lansing, Michigan	$240M	+$4.16M	3	1.26%	Increased
214	PAR Capital Management Boston, Massachusetts	$240M	+$45.9M	3	6.47%	Increased
215	British Columbia Investment Management Victoria, British Columbia, Canada	$237M	+$46.4M	6	1.33%	Increased
216	Davis Selected Advisers Tucson, Arizona	$236M	-$247K	1	1.1%	Reduced
217	Squarepoint New York	$233M	+$61.8M	13	0.62%	Increased
218	Guggenheim Capital Chicago, Illinois	$232M	-$24.7M	8	1.21%	Reduced
219	SDH Sloy Dahl & Holst Vancouver, Washington	$231M	$0	1	49.12%	Maintained
220	Första AP-fonden Stockholm, Sweden	$231M	+$22.9M	4	2.33%	Increased
221	Gateway Investment Advisers Cincinnati, Ohio	$230M	+$7.62M	3	2.2%	Increased
222	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$229M	+$7.69M	6	1.18%	Increased
223	BRC Bedford Ridge Capital New York	$228M	+$348M	1	100%	New
224	Amalgamated Bank New York	$226M	+$28.8M	8	1.67%	Increased
225	Balyasny Asset Management Chicago, Illinois	$225M	+$92M	15	0.77%	Increased