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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	3,985	+251	+7%	$688B
2	2 Uber UBER $142B	2,490	+114	+5%	$167B
3	3 Aptiv APTV $9.1B	690	+54	+8%	$17.4B
4	4 Nebius Group N.V. NBIS $50.6B	573	+165	+40%	$10.9B
5	5 Lyft LYFT $6.24B	550	+51	+10%	$8.14B
6	6 Grab GRAB $11.9B	528	+34	+7%	$18.1B
7	7 Aurora AUR $10.1B	382	+21	+6%	$8.11B
8	8 Mobileye MBLY $6.08B	311	+43	+16%	$2.88B
9	9 Ouster OUST $2.3B	230	+36	+19%	$886M
10	10 XPeng XPEV $9.02B	226	+10	+5%	$2.85B
11	11 ARK Autonomous Technology & Robotics ETF ARKQ $1.83B	216	+34	+19%	$365M
12	12 indie Semiconductor INDI $464M	201	+19	+10%	$814M
13	13 Microvision MVIS $35.8M	150	+6	+4%	$105M
14	14 Aeva Technologies AEVA $760M	145	+5	+4%	$619M
15	15 Pony AI Inc PONY $2.25B	141	+31	+28%	$2.43B
16	16 Hesai Group HSAI $2.19B	134	+30	+29%	$1.34B
17	17 DELISTED Luminar Technologies LAZR	133	+1	+0.8%	$33.3M
18	18 Global X Autonomous & Electric Vehicles ETF DRIV $339M	132	+9	+7%	$69.7M
19	19 Innoviz Technologies INVZ $84M	124	+16	+15%	$110M
20	20 WeRide Inc WRD $1.38B	112	+41	+58%	$642M
21	21 iShares Self-Driving EV and Tech ETF IDRV $254M	78	0	0%	$52.5M
22	22 Arbe Robotics ARBE $64.1M	49	0	0%	$30.6M
23	23 AEye LIDR $39.3M	39	+8	+26%	$8.03M
24	24 Kodiak AI KDK $313M	25	-35	-58%	$183M
25	25 State Street SPDR S&P Kensho Smart Mobility ETF HAIL $16.6M	23	0	0%	$1.81M