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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	3,916	+727	+23%	$616B
2	2 Uber UBER $142B	1,964	+113	+6%	$103B
3	3 Aptiv APTV $9.1B	603	-117	-16%	$14B
4	4 Lyft LYFT $6.24B	455	+25	+6%	$4.6B
5	5 Grab GRAB $11.9B	429	+78	+22%	$13.9B
6	6 Nebius Group N.V. NBIS $50.6B	304	+108	+55%	$2.82B
7	7 Aurora AUR $10.1B	270	+39	+17%	$8.3B
8	8 Mobileye MBLY $6.08B	258	+11	+4%	$1.97B
9	9 XPeng XPEV $9.02B	193	+8	+4%	$1.75B
10	10 indie Semiconductor INDI $464M	191	+16	+9%	$765M
11	11 ARK Autonomous Technology & Robotics ETF ARKQ $1.83B	173	+20	+13%	$157M
12	12 Ouster OUST $2.3B	145	+10	+7%	$283M
13	13 Microvision MVIS $35.8M	142	+19	+15%	$84.6M
14	14 DELISTED Luminar Technologies LAZR	141	-96	-41%	$50.8M
15	15 Global X Autonomous & Electric Vehicles ETF DRIV $339M	136	-1	-0.7%	$86.3M
16	16 Innoviz Technologies INVZ $84M	101	+20	+25%	$77.3M
17	17 Aeva Technologies AEVA $760M	90	+18	+25%	$123M
18	18 iShares Self-Driving EV and Tech ETF IDRV $254M	85	+1	+1%	$53.2M
19	19 Hesai Group HSAI $2.19B	67	+29	+76%	$461M
20	20 Kodiak AI KDK $313M	57	+9	+19%	$488M
21	21 Pony AI Inc PONY $2.25B	46	+46	–	$502M
22	22 AEye LIDR $39.3M	36	+9	+33%	$1.65M
23	23 Arbe Robotics ARBE $64.1M	32	+11	+52%	$45.7M
24	24 Foresight Autonomous Holdings FRSX $3.51M	28	+7	+33%	$448K
25	25 State Street SPDR S&P Kensho Smart Mobility ETF HAIL $16.6M	28	+2	+8%	$2.1M