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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 $1.43T	2,933	+14	+0.5%	$347B
2	2 Uber UBER $145B	1,369	+54	+4%	$72.9B
3	3 Aptiv APTV $9.36B	741	+7	+1%	$25.9B
4	4 Lyft LYFT $6.49B	380	+9	+2%	$3.26B
5	5 Grab GRAB $12.3B	289	+24	+9%	$8B
6	6 DELISTED Luminar Technologies LAZR	249	-3	-1%	$617M
7	7 Mobileye MBLY $6.31B	248	+16	+7%	$4.49B
8	8 Nebius Group N.V. NBIS $51.1B	212	-10	-5%	$576M
9	9 Global X Autonomous & Electric Vehicles ETF DRIV $338M	185	-19	-9%	$190M
10	10 XPeng XPEV $9.24B	182	-19	-9%	$1.58B
11	11 ARK Autonomous Technology & Robotics ETF ARKQ $1.83B	175	+8	+5%	$189M
12	12 Aurora AUR $10.8B	170	+28	+20%	$1.64B
13	13 indie Semiconductor INDI $464M	170	-3	-2%	$679M
14	14 Microvision MVIS $38.2M	152	-5	-3%	$129M
15	TSP 15 DELISTED TuSimple Holdings Inc. Class A Common Stock TSP	122	-2	-2%	$78.9M
16	16 Innoviz Technologies INVZ $82.4M	110	+9	+9%	$165M
17	17 Aeva Technologies AEVA $764M	107	0	0%	$81M
18	18 iShares Self-Driving EV and Tech ETF IDRV $254M	105	-4	-4%	$82.3M
19	19 Ouster OUST $2.26B	94	+3	+3%	$45M
20	20 AEye LIDR $41M	64	-3	-4%	$8.77M
21	21 Kodiak AI KDK $319M	58	+19	+49%	$399M
22	22 State Street SPDR S&P Kensho Smart Mobility ETF HAIL $16.7M	36	+1	+3%	$4.26M
23	23 Hesai Group HSAI $2.1B	34	-1	-3%	$195M
24	24 DELISTED Getaround, Inc. GETR	27	+2	+8%	$11.2M
25	25 Arbe Robotics ARBE $62.3M	26	0	0%	$31.2M