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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	T. Rowe Price Associates Baltimore, Maryland	$2.9B	+$570M	3	0.62%	Increased
2	Fidelity Investments Boston, Massachusetts	$2.73B	+$117M	2	0.36%	Increased
3	Vanguard Group Malvern, Pennsylvania	$2.34B	+$90.7M	4	0.17%	Increased
4	Baillie Gifford & Co Edinburgh, United Kingdom	$1.45B	+$229M	2	2.9%	Increased
5	Massachusetts Financial Services Boston, Massachusetts	$1.31B	-$90.3M	1	0.67%	Reduced
6	State Street Boston, Massachusetts	$1.18B	+$59.2M	3	0.12%	Increased
7	Morgan Stanley New York	$1.13B	+$63.1M	4	0.41%	Increased
8	Ameriprise Minneapolis, Minnesota	$1.11B	+$30.3M	3	0.65%	Increased
9	OppenheimerFunds New York	$1.03B	-$102M	3	1.14%	Reduced
10	JP Morgan Chase New York	$949M	+$9.63M	3	0.22%	Increased
11	BlackRock Institutional Trust San Francisco, California	$910M	-$10.8M	4	0.15%	Reduced
12	Jennison Associates New York	$818M	-$107M	2	0.77%	Reduced
13	TIAA CREF Investment Management New York	$801M	+$127M	3	0.56%	Increased
14	Longview Partners St Peter Port, Guernsey	$782M	-$5.54M	1	5.77%	Reduced
15	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$766M	+$21M	1	1.03%	Increased
16	Capital World Investors Los Angeles, California	$715M	+$237M	2	0.19%	Increased
17	Goldman Sachs New York	$653M	+$380M	4	0.21%	Increased
18	Capital Research Global Investors Los Angeles, California	$611M	-$1.85M	2	0.21%	Reduced
19	Wells Fargo San Francisco, California	$498M	-$28.7M	4	0.2%	Reduced
20	Bank of New York Mellon New York	$460M	-$5.51M	4	0.12%	Reduced
21	JPCCM J&P (China) Capital Management Hong Kong, China	$413M	+$435M	1	41.77%	New
22	Janus Henderson Investors US Denver, Colorado	$399M	+$19M	3	0.34%	Increased
23	Norges Bank Oslo, Norway	$388M	+$14.6M	3	0.2%	Increased
24	Northern Trust Chicago, Illinois	$367M	+$224K	4	0.11%	Increased
25	Wellington Management Group Boston, Massachusetts	$360M	+$80.8M	3	0.1%	Increased