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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
1	Fidelity Investments Boston, Massachusetts	$3.25B	-$574M	3	0.5%	Reduced
2	OppenheimerFunds New York	$1.93B	+$1.03B	3	1.28%	Increased
3	Vanguard Group Malvern, Pennsylvania	$1.77B	-$14.3M	4	0.17%	Reduced
4	T. Rowe Price Associates Baltimore, Maryland	$1.66B	-$414M	3	0.41%	Reduced
5	Massachusetts Financial Services Boston, Massachusetts	$1.43B	-$49.3M	2	0.89%	Reduced
6	Morgan Stanley New York	$1.43B	-$135M	4	0.67%	Reduced
7	BNP Paribas Financial Markets Paris, France	$1.22B	+$1.07B	3	0.89%	Increased
8	Capital Research Global Investors Los Angeles, California	$1.09B	-$288M	2	0.43%	Reduced
9	State Street Boston, Massachusetts	$914M	+$55.7M	3	0.11%	Increased
10	Baillie Gifford & Co Edinburgh, United Kingdom	$836M	+$295M	1	2.11%	Increased
11	BlackRock Institutional Trust San Francisco, California	$834M	-$959K	4	0.16%	Reduced
12	Elliott Management New York	$801M	-$238M	1	14.72%	Reduced
13	Thornburg Investment Management Santa Fe, New Mexico	$800M	-$29.2M	2	3.23%	Reduced
14	Harris Associates Chicago, Illinois	$791M	-$6.57M	1	1.54%	Reduced
15	Longview Partners St Peter Port, Guernsey	$646M	-$8.11M	1	6%	Reduced
16	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$634M	+$72.4M	1	1.01%	Increased
17	Ameriprise Minneapolis, Minnesota	$530M	+$203M	3	0.35%	Increased
18	Bank of New York Mellon New York	$516M	+$37.5M	4	0.15%	Increased
19	JP Morgan Chase New York	$514M	+$282M	2	0.15%	Increased
20	TIAA CREF Investment Management New York	$501M	-$117M	3	0.39%	Reduced
21	Janus Henderson Investors US Denver, Colorado	$441M	+$142M	3	0.44%	Increased
22	Goldman Sachs New York	$422M	+$102M	3	0.16%	Increased
23	Allianz Asset Management Munich, Germany	$397M	-$31.6M	3	0.53%	Reduced
24	Coatue Management New York	$396M	+$144M	2	4.03%	Increased
25	American Century Companies Kansas City, Missouri	$380M	+$90.6M	3	0.48%	Increased