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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	$2.59B	-$195M	3	0.37%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$1.7B	+$36.7M	4	0.15%	Increased
3	Morgan Stanley New York	$1.3B	-$71M	4	0.55%	Reduced
4	T. Rowe Price Associates Baltimore, Maryland	$1.27B	-$163M	3	0.29%	Reduced
5	OppenheimerFunds New York	$1.23B	-$904M	3	1.49%	Reduced
6	Massachusetts Financial Services Boston, Massachusetts	$1.21B	-$254M	2	0.68%	Reduced
7	Thornburg Investment Management Santa Fe, New Mexico	$919M	-$8.99M	2	3.51%	Reduced
8	Ameriprise Minneapolis, Minnesota	$903M	+$432M	3	0.55%	Increased
9	State Street Boston, Massachusetts	$902M	+$26M	3	0.1%	Increased
10	Capital Research Global Investors Los Angeles, California	$860M	-$107M	2	0.32%	Reduced
11	BlackRock Institutional Trust San Francisco, California	$778M	+$10.6M	4	0.14%	Increased
12	Harris Associates Chicago, Illinois	$776M	-$36.9M	1	1.39%	Reduced
13	Longview Partners St Peter Port, Guernsey	$702M	+$36M	1	5.83%	Increased
14	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$672M	+$18.1M	1	0.97%	Increased
15	Baillie Gifford & Co Edinburgh, United Kingdom	$639M	-$11.4M	1	1.51%	Reduced
16	Bank of New York Mellon New York	$563M	+$40.3M	4	0.16%	Increased
17	Goldman Sachs New York	$538M	+$153M	3	0.18%	Increased
18	Janus Henderson Investors US Denver, Colorado	$523M	+$76.8M	3	0.49%	Increased
19	Jennison Associates New York	$521M	+$366M	1	0.51%	Increased
20	JP Morgan Chase New York	$519M	+$55.9M	3	0.15%	Increased
21	TIAA CREF Investment Management New York	$491M	-$7.47M	3	0.35%	Reduced
22	Wells Fargo San Francisco, California	$454M	+$125M	4	0.2%	Increased
23	Coatue Management New York	$408M	-$4.96M	2	3.99%	Reduced
24	BNP Paribas Financial Markets Paris, France	$354M	-$1.07B	4	0.26%	Reduced
25	BlackRock Advisors Wilmington, Delaware	$336M	+$51.9M	4	0.32%	Increased