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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	SB Investment Advisers (UK) London, United Kingdom	$6.77B	$0	1	78.28%	Maintained
2	Vanguard Group Malvern, Pennsylvania	$5B	+$815M	8	0.19%	Increased
3	T. Rowe Price Associates Baltimore, Maryland	$4.63B	+$34.6M	6	0.66%	Increased
4	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$4.21B	$0	2	100%	Maintained
5	BlackRock New York	$4B	+$278M	10	0.17%	Increased
6	Baillie Gifford & Co Edinburgh, United Kingdom	$3.38B	+$107M	2	3.85%	Increased
7	Capital World Investors Los Angeles, California	$3.17B	-$128M	3	0.76%	Reduced
8	Fidelity Investments Boston, Massachusetts	$3.05B	-$63M	6	0.37%	Reduced
9	Alphabet Inc Mountain View, California	$2.69B	$0	2	80.86%	Maintained
10	Goldman Sachs New York	$2.52B	-$320M	7	0.73%	Reduced
11	State Street Boston, Massachusetts	$1.86B	+$82.6M	7	0.14%	Increased
12	Invesco Atlanta, Georgia	$1.37B	-$84.8M	6	0.36%	Reduced
13	Wellington Management Group Boston, Massachusetts	$1.2B	+$269M	4	0.27%	Increased
14	Morgan Stanley New York	$1.15B	-$41.3M	10	0.3%	Reduced
15	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$1.11B	$0	1	16.36%	Maintained
16	Jennison Associates New York	$1.09B	-$216M	3	1.15%	Reduced
17	Norges Bank Oslo, Norway	$1.02B	-$258M	6	0.31%	Reduced
18	Massachusetts Financial Services Boston, Massachusetts	$988M	-$22.4M	2	0.4%	Reduced
19	Geode Capital Management Boston, Massachusetts	$768M	+$82.4M	8	0.18%	Increased
20	Artisan Partners Milwaukee, Wisconsin	$739M	+$110K	2	1.4%	Increased
21	Dragoneer Investment Group San Francisco, California	$739M	+$41.8M	2	31.26%	Increased
22	Sands Capital Management Arlington, Virginia	$633M	+$81K	2	2.04%	Increased
23	Lazard Asset Management New York	$633M	-$75.6M	4	1.04%	Reduced
24	Janus Henderson Group London,	$621M	-$75.9M	5	0.34%	Reduced
25	Iconiq Capital San Francisco, California	$614M	+$160M	1	24.81%	Increased