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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	$4.07B	+$12.4M	7	0.16%	Increased
2	T. Rowe Price Associates Baltimore, Maryland	$4.02B	-$2.01B	4	0.59%	Reduced
3	Baillie Gifford & Co Edinburgh, United Kingdom	$3.78B	+$81.3M	2	4.14%	Increased
4	BlackRock New York	$3.35B	-$29.9M	7	0.15%	Reduced
5	Fidelity Investments Boston, Massachusetts	$3.09B	+$165M	6	0.37%	Increased
6	Capital World Investors Los Angeles, California	$2.83B	+$382M	3	0.69%	Increased
7	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$2.32B	$0	1	100%	Maintained
8	State Street Boston, Massachusetts	$1.69B	+$102M	6	0.13%	Increased
9	Jennison Associates New York	$1.49B	-$34.4M	3	1.48%	Reduced
10	Norges Bank Oslo, Norway	$1.14B	+$136M	5	0.37%	Increased
11	Alphabet Inc Mountain View, California	$1B	+$1B	1	51.9%	New
12	Massachusetts Financial Services Boston, Massachusetts	$950M	+$9.74M	2	0.4%	Increased
13	Invesco Atlanta, Georgia	$894M	+$76.2M	5	0.3%	Increased
14	Goldman Sachs New York	$834M	+$177M	6	0.25%	Increased
15	JP Morgan Chase New York	$788M	+$91.1M	6	0.16%	Increased
16	AEPIP AH Equity Partners III (Parallel) Menlo Park, California	$705M	+$705M	1	100%	New
17	Artisan Partners Milwaukee, Wisconsin	$673M	+$50.8M	2	1.33%	Increased
18	Lazard Asset Management New York	$661M	-$40.3M	3	1.08%	Reduced
19	Geode Capital Management Boston, Massachusetts	$641M	+$47.3M	7	0.17%	Increased
20	OppenheimerFunds New York	$635M	+$3.43M	3	0.79%	Increased
21	Wellington Management Group Boston, Massachusetts	$634M	-$100M	4	0.14%	Reduced
22	Alpha Wave Global New York	$606M	+$606M	1	50.15%	New
23	Harding Loevner Bridgewater, New Jersey	$596M	+$9.52M	1	2.8%	Increased
24	Sands Capital Management Arlington, Virginia	$572M	+$375M	2	1.76%	Increased
25	AllianceBernstein Nashville, Tennessee	$544M	+$55.9M	5	0.35%	Increased