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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	2,919	+201	+7%	$360B
2	2 Uber UBER $142B	1,315	+132	+11%	$66.7B
3	3 Aptiv APTV $9.1B	734	-40	-5%	$26.6B
4	4 Lyft LYFT $6.24B	371	-16	-4%	$2.68B
5	5 Grab GRAB $11.9B	265	-20	-7%	$7.58B
6	6 DELISTED Luminar Technologies LAZR	252	-5	-2%	$945M
7	7 Mobileye MBLY $6.08B	232	+48	+26%	$4.28B
8	8 Nebius Group N.V. NBIS $50.6B	222	-14	-6%	$699M
9	9 Global X Autonomous & Electric Vehicles ETF DRIV $339M	204	+8	+4%	$216M
10	10 XPeng XPEV $9.02B	201	-20	-9%	$1.39B
11	11 indie Semiconductor INDI $464M	173	+5	+3%	$937M
12	12 ARK Autonomous Technology & Robotics ETF ARKQ $1.83B	167	+6	+4%	$194M
13	13 Microvision MVIS $35.8M	157	+9	+6%	$270M
14	14 Aurora AUR $10.1B	142	+25	+21%	$1.03B
15	TSP 15 DELISTED TuSimple Holdings Inc. Class A Common Stock TSP	124	-22	-15%	$91.9M
16	16 iShares Self-Driving EV and Tech ETF IDRV $254M	109	-9	-8%	$95.2M
17	17 Aeva Technologies AEVA $760M	107	-31	-22%	$101M
18	18 Innoviz Technologies INVZ $84M	101	-2	-2%	$207M
19	19 Ouster OUST $2.3B	91	-57	-39%	$35.7M
20	20 AEye LIDR $39.3M	67	-9	-12%	$7.45M
21	EMBK 21 DELISTED Embark Technology, Inc. Common Stock EMBK	59	+2	+4%	$34.5M
22	BRDS 22 DELISTED Bird Global, Inc. BRDS	45	-34	-43%	$9.61M
23	23 DELISTED Cepton, Inc. Common Stock CPTN	39	-1	-3%	$5.05M
24	24 Kodiak AI KDK $313M	39	+39	–	$264M
25	25 State Street SPDR S&P Kensho Smart Mobility ETF HAIL $16.6M	35	-8	-19%	$4.53M