← 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	Artisan Partners Milwaukee, Wisconsin	$632M	-$61.8M	2	0.75%	Reduced
27	Bank of New York Mellon New York	$606M	-$31.3M	5	0.11%	Reduced
28	JSP Jackson Square Partners Larkspur, California	$602M	-$158M	2	5.06%	Reduced
29	Nuveen Charlotte, North Carolina	$588M	-$62.9M	4	0.17%	Reduced
30	Alkeon Capital Management New York	$567M	+$62M	2	1.05%	Increased
31	Capital Research Global Investors Los Angeles, California	$504M	+$548M	1	0.11%	New
32	Dragoneer Investment Group San Francisco, California	$496M	+$23M	2	5.69%	Increased
33	Northern Trust Chicago, Illinois	$492M	+$13M	5	0.08%	Increased
34	Carmignac Gestion Paris, France	$487M	+$163M	1	6.81%	Increased
35	Altimeter Capital Management Boston, Massachusetts	$482M	-$560M	1	4.59%	Reduced
36	Coatue Management New York	$450M	-$294M	2	1.99%	Reduced
37	Viking Global Investors Stamford, Connecticut	$444M	+$181M	1	1.28%	Increased
38	Barclays London, United Kingdom	$428M	+$312M	3	0.16%	Increased
39	UBS AM Chicago, Illinois	$426M	-$48.9M	3	0.16%	Reduced
40	Royal Bank of Canada Toronto, Ontario, Canada	$421M	+$21.7M	5	0.1%	Increased
41	Millennium Management New York	$411M	+$51.8M	7	0.21%	Increased
42	Legal & General Group London, United Kingdom	$392M	-$1.47M	4	0.12%	Reduced
43	GP Galileo PTC Road Town, Tortola, British Virgin Islands	$378M	$0	1	5.26%	Maintained
44	Fidelity International Hamilton, Bermuda	$375M	+$222M	2	0.39%	Increased
45	Macquarie Group Sydney, NSW 2000, Australia	$362M	-$168M	3	0.3%	Reduced
46	SEP Soma Equity Partners San Francisco, California	$346M	$0	1	10.48%	Maintained
47	UBS Group Zurich, Switzerland	$330M	+$40.4M	8	0.09%	Increased
48	Putnam Investments Boston, Massachusetts	$330M	+$93.5M	2	0.47%	Increased
49	Melvin Capital Management New York	$327M	+$336M	1	1.6%	New
50	Baillie Gifford & Co Edinburgh, United Kingdom	$323M	-$1.36M	1	0.18%	Reduced