grow.

Strategy

Self-Driving

Autonomous driving technology and sensors

By Grow

Autonomous driving depends on a stack of software, sensors, and mobility platforms working together. On a set weekly cadence, the portfolio rebalances when any holding drifts more than 5% from its target weight.

Allocation

Thematic
  • Tesla14%
  • Amazon14%
  • Uber14%
  • Aurora Innovation14%
  • Hesai14%
  • Mobileye14%
  • Ouster14%

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Allocations shown are targets and may drift between rebalances. Investments involve substantial risk, including the possible loss of principal.