Future Mobility ›
Autonomous Driving
Self-driving vehicles, robotaxi platforms and autonomy software stacks.
Active institutional exposure flipped from a net outflow of $4.7 billion in Q1 2026 to a net inflow of $34.9 billion in Q2 2026. 62.8% of companies in this theme saw increased active positions in Q2 2026.
Ecosystem Map
Advanced driver assistance and self-driving software platforms.
26 companiesExplore
Autonomous trucking, delivery vehicles and the software operating freight or last-mile networks. Excludes passenger robotaxi platforms.
9 companiesExplore
Perception hardware including lidar, radar and camera sensor arrays.
17 companiesExplore
Fully autonomous ride-hailing services and fleet management systems.
11 companiesExplore
Bottleneck Tracker
Bottleneck details are part of the Pro plan.
Recent Discoveries
Recent discoveries are part of the Pro plan.