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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	Funds holding	Growth	Growth %	Fund value
1	1 Tesla TSLA $1.45T	4,317	+100	+2%	$706B
2	2 Uber UBER $142B	2,439	-12	-0.5%	$122B
3	3 Nebius Group N.V. NBIS $50.6B	1,068	+337	+46%	$42.9B
4	4 Aptiv APTV $9.1B	662	-50	-7%	$12.9B
5	5 Lyft LYFT $6.24B	527	-3	-0.6%	$6.12B
6	6 Grab GRAB $11.9B	487	-14	-3%	$11.7B
7	7 Aurora AUR $10.1B	459	+44	+11%	$11.6B
8	8 Ouster OUST $2.3B	331	+102	+45%	$2.22B
9	9 ARK Autonomous Technology & Robotics ETF ARKQ $1.83B	302	+38	+14%	$647M
10	10 Mobileye MBLY $6.08B	296	+2	+0.7%	$1.78B
11	11 XPeng XPEV $9.02B	221	-13	-6%	$1.69B
12	12 indie Semiconductor INDI $464M	218	+14	+7%	$1.08B
13	13 Aeva Technologies AEVA $760M	194	+40	+26%	$1.32B
14	14 Pony AI Inc PONY $2.25B	155	+6	+4%	$949M
15	15 Global X Autonomous & Electric Vehicles ETF DRIV $339M	137	+4	+3%	$114M
16	16 Microvision MVIS $35.8M	131	-18	-12%	$17.6M
17	17 Hesai Group HSAI $2.19B	128	-5	-4%	$648M
18	18 WeRide Inc WRD $1.38B	110	+1	+0.9%	$467M
19	19 Innoviz Technologies INVZ $84M	94	-4	-4%	$24.8M
20	20 Kodiak AI KDK $313M	75	+20	+36%	$430M
21	21 iShares Self-Driving EV and Tech ETF IDRV $254M	71	+2	+3%	$37.3M
22	22 AEye LIDR $39.3M	51	+3	+6%	$16.2M
23	23 Arbe Robotics ARBE $64.1M	45	-6	-12%	$22.3M
24	24 Cyngn CYN $6.78M	21	0	0%	$2.26M
25	25 State Street SPDR S&P Kensho Smart Mobility ETF HAIL $16.6M	20	0	0%	$2.24M