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Ride-Hailing & Shared Mobility

Ride hailing matches passengers with drivers through an app, and shared mobility extends the idea to cars, bikes, and scooters rented by the minute. Density and driver supply decide the economics in each city.

14 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
251	CCG Clearlake Capital Group Santa Monica, California	$14.5M	$0	1	1.1%	Maintained
252	NewEdge Wealth Pittsburgh, Pennsylvania	$14.2M	+$13.4M	2	0.67%	Increased
253	US Bancorp Minneapolis, Minnesota	$14.2M	+$10.5M	5	0.03%	Increased
254	DAM DLD Asset Management New York	$14.1M	-$573K	2	1.1%	Reduced
255	MLL Moody Lynn & Lieberson Boston, Massachusetts	$14M	+$14.6M	1	1.35%	New
256	Polar Capital Holdings London, United Kingdom	$14M	+$3.27M	2	0.09%	Increased
257	Kornitzer Capital Management Shawnee Mission, Kansas	$13.9M	-$1.82M	2	0.3%	Reduced
258	Zurich Cantonal Bank Zurich, Switzerland	$13.9M	+$618K	3	0.08%	Increased
259	Soros Fund Management New York	$13.7M	+$6.02M	1	0.23%	Increased
260	Junto Capital Management New York	$13.5M	+$14.1M	1	0.37%	New
261	Truist Financial Charlotte, North Carolina	$13.4M	-$474K	2	0.03%	Reduced
262	FPCP Fort Point Capital Partners San Francisco, California	$13.4M	$0	1	2.24%	Maintained
263	Commonwealth Equity Services Waltham, Massachusetts	$13.3M	+$603K	3	0.03%	Increased
264	OCM Octahedron Capital Management Burlingame, California	$13.2M	+$1.69M	2	10.83%	Increased
265	Osaic Holdings Scottsdale, Arizona	$13.2M	+$933K	6	0.03%	Increased
266	Epoch Investment Partners New York	$13.2M	+$13.7M	1	0.09%	New
267	MCMU MIC Capital Management (UK) London, United Kingdom	$13.2M	$0	1	2.37%	Maintained
268	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$13.1M	+$14.8M	2	0.09%	New
269	British Columbia Investment Management Victoria, British Columbia, Canada	$13M	+$9.25M	3	0.15%	Increased
270	LA Linden Advisors New York	$12.8M	$0	2	0.12%	Maintained
271	BTP Bloom Tree Partners New York	$12.8M	-$12.5M	1	4.76%	Reduced
272	Marsico Capital Management Denver, Colorado	$12.8M	+$13.3M	1	0.69%	New
273	Capital Fund Management (CFM) Paris, France	$12.5M	-$6.03M	1	0.1%	Reduced
274	Virginia Retirement Systems Richmond, Virginia	$12.4M	+$13.1M	2	0.14%	New
275	BC Burleson & Co Petaluma, California	$12.3M	-$133K	1	2.64%	Reduced