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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	$2.7B	-$615M	3	0.37%	Reduced
2	T. Rowe Price Associates Baltimore, Maryland	$2.26B	+$677M	3	0.51%	Increased
3	BNP Paribas Financial Markets Paris, France	$2.1B	+$2.63B	4	1.63%	Increased
4	Vanguard Group Malvern, Pennsylvania	$1.96B	-$87.4M	4	0.17%	Reduced
5	OppenheimerFunds New York	$1.49B	+$584M	3	1.76%	Increased
6	Massachusetts Financial Services Boston, Massachusetts	$1.26B	-$96.8M	1	0.69%	Reduced
7	Ameriprise Minneapolis, Minnesota	$1.11B	-$42.5M	3	0.67%	Reduced
8	Morgan Stanley New York	$1.07B	-$303M	4	0.45%	Reduced
9	State Street Boston, Massachusetts	$1.05B	-$14.5M	3	0.12%	Reduced
10	Capital Research Global Investors Los Angeles, California	$982M	+$86.6M	2	0.35%	Increased
11	BlackRock Institutional Trust San Francisco, California	$960M	+$6.96M	4	0.17%	Increased
12	JP Morgan Chase New York	$873M	+$222M	3	0.24%	Increased
13	Baillie Gifford & Co Edinburgh, United Kingdom	$845M	-$34.9M	2	1.99%	Reduced
14	Jennison Associates New York	$834M	+$106M	2	0.8%	Increased
15	Longview Partners St Peter Port, Guernsey	$778M	-$14.1M	1	6.04%	Reduced
16	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$699M	-$56.1M	1	1%	Reduced
17	TIAA CREF Investment Management New York	$551M	-$21.4M	3	0.4%	Reduced
18	Wells Fargo San Francisco, California	$513M	+$57.4M	4	0.22%	Increased
19	Janus Henderson Investors US Denver, Colorado	$497M	-$104M	3	0.46%	Reduced
20	Bank of New York Mellon New York	$464M	-$159M	4	0.13%	Reduced
21	Goldman Sachs New York	$402M	-$255M	4	0.13%	Reduced
22	Northern Trust Chicago, Illinois	$374M	+$1.63M	4	0.12%	Increased
23	Invesco Atlanta, Georgia	$372M	+$4.18M	3	0.15%	Increased
24	BlackRock Fund Advisors San Francisco, California	$370M	+$1.91M	3	0.11%	Increased
25	VOYA Investment Management Atlanta, Georgia	$368M	+$29.2M	2	0.85%	Increased