Strategy
Mobility
Transportation and mobility platforms
By Grow
Transportation is being reshaped by ride-hailing, EV makers, and the technology stack behind autonomous mobility. On a set weekly cadence, the portfolio rebalances when any holding drifts more than 5% from its target weight.
Allocation
Thematic
Tesla13%
NIO13%
Ford Motor13%
Grab13%
Uber13%
Aurora Innovation13%
Hesai13%
Mobileye13%
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