← All themes Autonomous Driving

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	Nuveen Charlotte, North Carolina	$795M	+$37.6M	3	0.24%	Increased
27	Goldman Sachs New York	$788M	+$446M	5	0.18%	Increased
28	Bank of New York Mellon New York	$783M	+$293M	3	0.15%	Increased
29	Baillie Gifford & Co Edinburgh, United Kingdom	$610M	-$65M	1	0.3%	Reduced
30	Third Point New York	$603M	+$269M	2	3.53%	Increased
31	Northern Trust Chicago, Illinois	$572M	+$72.8M	4	0.1%	Increased
32	Dragoneer Investment Group San Francisco, California	$567M	$0	1	7.31%	Maintained
33	TMC Toyota Motor Corp Japan	$565M	$0	1	99.79%	Maintained
34	Davis Selected Advisers Tucson, Arizona	$556M	+$614M	1	2.28%	New
35	D.E. Shaw & Co New York	$540M	+$215M	5	0.47%	Increased
36	Alkeon Capital Management New York	$540M	-$98.6M	2	0.8%	Reduced
37	Macquarie Group Sydney, NSW 2000, Australia	$536M	+$480K	3	0.44%	Increased
38	Citadel Advisors Miami, Florida	$495M	+$130M	4	0.11%	Increased
39	Point72 Asset Management Stamford, Connecticut	$491M	+$15.9M	2	2.21%	Increased
40	Legal & General Group London, United Kingdom	$476M	+$121M	4	0.16%	Increased
41	UBS AM Chicago, Illinois	$471M	+$83.1M	2	0.2%	Increased
42	Temasek Holdings Singapore	$468M	+$467M	2	1.57%	Increased
43	Schroder Investment Management Group London, United Kingdom	$460M	+$458M	3	0.58%	Increased
44	UBS Group Zurich, Switzerland	$428M	+$16M	5	0.14%	Increased
45	Massachusetts Financial Services Boston, Massachusetts	$410M	-$1.24M	2	0.12%	Reduced
46	SEP Soma Equity Partners San Francisco, California	$405M	+$4.22M	1	8.55%	Increased
47	Royal Bank of Canada Toronto, Ontario, Canada	$380M	+$40.2M	4	0.1%	Increased
48	Alphabet Inc Mountain View, California	$374M	-$16.3M	2	7.61%	Reduced
49	T. Rowe Price Associates Baltimore, Maryland	$353M	+$157M	3	0.03%	Increased
50	HA HHLR Advisors Grand Cayman, Cayman Islands	$314M	-$29M	2	3.24%	Reduced