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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
26	TMC Toyota Motor Corp Japan	$575M	+$505M	1	99.83%	New
27	Alphabet Inc Mountain View, California	$571M	-$45.4M	2	27.39%	Reduced
28	Invesco Atlanta, Georgia	$561M	+$68.1M	2	0.16%	Increased
29	Baillie Gifford & Co Edinburgh, United Kingdom	$552M	+$6.99M	1	0.31%	Increased
30	Goldman Sachs New York	$524M	-$104M	3	0.13%	Reduced
31	Janus Henderson Group London,	$521M	+$146M	2	0.24%	Increased
32	Macquarie Group Sydney, NSW 2000, Australia	$519M	+$154M	2	0.76%	Increased
33	Northern Trust Chicago, Illinois	$478M	+$4.07M	3	0.09%	Increased
34	Winslow Capital Management Minneapolis, Minnesota	$430M	+$378M	1	1.8%	New
35	UBS Group Zurich, Switzerland	$403M	+$183M	2	0.14%	Increased
36	Wellington Management Group Boston, Massachusetts	$390M	-$306M	1	0.07%	Reduced
37	UBS AM Chicago, Illinois	$377M	-$36.5M	2	0.18%	Reduced
38	Bank of New York Mellon New York	$361M	+$109M	3	0.08%	Increased
39	Legal & General Group London, United Kingdom	$347M	-$7.41M	2	0.14%	Reduced
40	Whale Rock Capital Management Boston, Massachusetts	$341M	+$300M	1	2.27%	New
41	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$319M	-$207M	1	3.54%	Reduced
42	SEP Soma Equity Partners San Francisco, California	$319M	-$11.2M	1	7.73%	Reduced
43	Natixis Paris, France	$309M	+$68.4M	2	1.12%	Increased
44	Royal Bank of Canada Toronto, Ontario, Canada	$304M	-$39.1M	3	0.09%	Reduced
45	AG Alibaba Group Causeway Bay, Hong Kong	$279M	-$56.6M	1	14.3%	Reduced
46	Charles Schwab San Francisco, California	$278M	+$7.72M	2	0.11%	Increased
47	PCM Palestra Capital Management New York	$267M	+$42.5M	1	5.26%	Increased
48	American Century Companies Kansas City, Missouri	$259M	+$36.4M	2	0.2%	Increased
49	SCA Southpoint Capital Advisors New York	$255M	-$35.4M	1	4.45%	Reduced
50	FFVM Founders Fund V Management San Francisco, California	$253M	+$223M	1	64.63%	New