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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	Vanguard Group Malvern, Pennsylvania	$2.47B	+$87.8M	4	0.17%	Increased
2	Fidelity Investments Boston, Massachusetts	$2.34B	-$150M	3	0.3%	Reduced
3	T. Rowe Price Associates Baltimore, Maryland	$2.28B	-$455M	3	0.47%	Reduced
4	Baillie Gifford & Co Edinburgh, United Kingdom	$1.42B	+$210M	2	2.7%	Increased
5	Massachusetts Financial Services Boston, Massachusetts	$1.35B	-$87.3M	1	0.68%	Reduced
6	State Street Boston, Massachusetts	$1.16B	-$44.6M	3	0.12%	Reduced
7	Morgan Stanley New York	$1.16B	+$170M	4	0.43%	Increased
8	Ameriprise Minneapolis, Minnesota	$1.14B	+$25.7M	3	0.65%	Increased
9	Jennison Associates New York	$947M	+$244M	2	0.87%	Increased
10	JP Morgan Chase New York	$934M	+$36.2M	3	0.21%	Increased
11	OppenheimerFunds New York	$916M	-$33.9M	3	1.02%	Reduced
12	BlackRock Institutional Trust San Francisco, California	$893M	+$18.8M	4	0.14%	Increased
13	Longview Partners St Peter Port, Guernsey	$886M	+$27.1M	1	6.14%	Increased
14	TIAA CREF Investment Management New York	$776M	+$1.66M	3	0.54%	Increased
15	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$771M	-$65.2M	1	1.05%	Reduced
16	Bank of New York Mellon New York	$583M	+$102M	4	0.15%	Increased
17	Wellington Management Group Boston, Massachusetts	$561M	+$184M	3	0.14%	Increased
18	Capital World Investors Los Angeles, California	$534M	-$76.4M	2	0.14%	Reduced
19	Capital Research Global Investors Los Angeles, California	$530M	+$13.7M	2	0.18%	Increased
20	Waddell & Reed Financial Overland Park, Kansas	$490M	+$272M	1	0.68%	Increased
21	Wells Fargo San Francisco, California	$449M	-$69.2M	4	0.17%	Reduced
22	Artisan Partners Milwaukee, Wisconsin	$434M	+$409M	2	0.78%	New
23	Goldman Sachs New York	$410M	-$171M	4	0.13%	Reduced
24	Janus Henderson Investors US Denver, Colorado	$389M	-$42.5M	3	0.32%	Reduced
25	Norges Bank Oslo, Norway	$377M	+$3.4M	3	0.18%	Increased