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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	3,152	+219	+7%	$352B
2	2 Uber UBER $142B	1,551	+182	+13%	$105B
3	3 Aptiv APTV $9.1B	748	+7	+0.9%	$23.2B
4	4 Lyft LYFT $6.24B	396	+16	+4%	$4.52B
5	5 Grab GRAB $11.9B	315	+26	+9%	$7.46B
6	6 Mobileye MBLY $6.08B	256	+8	+3%	$4.74B
7	7 DELISTED Luminar Technologies LAZR	255	+6	+2%	$440M
8	8 Nebius Group N.V. NBIS $50.6B	215	+3	+1%	$577M
9	9 XPeng XPEV $9.02B	196	+14	+8%	$1.53B
10	10 Global X Autonomous & Electric Vehicles ETF DRIV $339M	188	+3	+2%	$171M
11	11 ARK Autonomous Technology & Robotics ETF ARKQ $1.83B	183	+8	+5%	$200M
12	12 indie Semiconductor INDI $464M	177	+7	+4%	$1.03B
13	13 Aurora AUR $10.1B	174	+4	+2%	$3.21B
14	14 Microvision MVIS $35.8M	149	-3	-2%	$160M
15	15 Innoviz Technologies INVZ $84M	116	+6	+5%	$185M
16	16 Ouster OUST $2.3B	113	+19	+20%	$97.7M
17	TSP 17 DELISTED TuSimple Holdings Inc. Class A Common Stock TSP	111	-11	-9%	$47.8M
18	18 Aeva Technologies AEVA $760M	102	-5	-5%	$86.4M
19	19 iShares Self-Driving EV and Tech ETF IDRV $254M	102	-3	-3%	$93M
20	20 Kodiak AI KDK $313M	56	-2	-3%	$444M
21	21 Hesai Group HSAI $2.19B	45	+11	+32%	$224M
22	22 State Street SPDR S&P Kensho Smart Mobility ETF HAIL $16.6M	38	+2	+6%	$4.24M
23	23 DELISTED Getaround, Inc. GETR	31	+4	+15%	$6.65M
24	24 AEye LIDR $39.3M	29	-35	-55%	$2.63M
25	25 Arbe Robotics ARBE $64.1M	28	+2	+8%	$29.6M