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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	Ninety One (UK) London, United Kingdom	$167M	-$11.2M	1	0.47%	Reduced
202	British Columbia Investment Management Victoria, British Columbia, Canada	$164M	+$34M	5	1.13%	Increased
203	Polar Capital Holdings London, United Kingdom	$163M	-$28M	3	0.85%	Reduced
204	Douglass Winthrop Advisors New York	$161M	+$1.57M	2	3.32%	Increased
205	Cetera Investment Advisers Schaumburg, Illinois	$161M	+$118M	11	0.38%	Increased
206	Corient Private Wealth Miami, Florida	$158M	-$16.7M	9	0.28%	Reduced
207	KBC Group Brussels, Belgium	$158M	-$83.4M	7	0.5%	Reduced
208	Raymond James Financial Services Advisors St. Petersburg, Florida	$156M	-$6.31M	12	0.23%	Reduced
209	Xponance Philadelphia, Pennsylvania	$156M	+$2.41M	7	1.63%	Increased
210	DZ Bank Frankfurt Am Main, Germany	$155M	-$456M	6	0.17%	Reduced
211	CIM Contrarius Investment Management St. Helier, Jersey	$155M	+$68.7M	2	8.96%	Increased
212	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$151M	+$1.59M	5	1.04%	Increased
213	HAM Hanwha Asset Management Seoul, South Korea	$150M	$0	1	100%	Maintained
214	TA Trivest Advisors Hong Kong	$150M	+$135M	2	5.28%	Increased
215	National Bank of Canada Montreal, Quebec, Canada	$149M	-$112M	20	0.23%	Reduced
216	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$149M	-$914K	4	0.73%	Reduced
217	INTECH Investment Management West Palm Beach, Florida	$147M	+$98.4M	4	2.07%	Increased
218	CIBC Asset Management Toronto, Ontario, Canada	$146M	-$5.43M	4	0.51%	Reduced
219	Amalgamated Bank New York	$144M	-$23.3M	10	1.23%	Reduced
220	UniSuper Management Melbourne, Victoria, Australia	$144M	+$22.1M	2	1.38%	Increased
221	Squarepoint New York	$144M	+$18.7M	11	0.25%	Increased
222	Ossiam Paris, France	$143M	-$21.4M	4	2.51%	Reduced
223	Creative Planning Overland Park, Kansas	$141M	+$5.82M	11	0.16%	Increased
224	Capstone Investment Advisors New York	$141M	+$126M	7	0.51%	Increased
225	GC GMT Capital Atlanta, Georgia	$140M	-$40.7M	1	5.5%	Reduced