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 |
Janus Henderson Group
London,
| $452M | -$200M | 3 | 0.22% | Reduced |
|
| 27 |
Northern Trust
Chicago,
Illinois
| $445M | +$31M | 6 | 0.08% | Increased |
|
| 28 |
Dragoneer Investment Group
San Francisco,
California
| $409M | -$7.61M | 2 | 5.22% | Reduced |
|
| 29 |
Legal & General Group
London,
United Kingdom
| $408M | +$93.7M | 5 | 0.12% | Increased |
|
| 30 |
Capital Research Global Investors
Los Angeles,
California
| $379M | +$185M | 1 | 0.09% | Increased |
|
| 31 |
Viking Global Investors
Stamford,
Connecticut
| $372M | -$5.31M | 1 | 1.51% | Reduced |
|
| 32 |
Citadel Advisors
Miami,
Florida
| $370M | -$186M | 9 | 0.08% | Reduced |
|
| 33 |
Millennium Management
New York
| $365M | +$9.08M | 6 | 0.19% | Increased |
|
| 34 |
Invesco
Atlanta,
Georgia
| $359M | -$474M | 4 | 0.09% | Reduced |
|
| 35 |
Barclays
London,
United Kingdom
| $354M | -$10.5M | 9 | 0.28% | Reduced |
|
| 36 |
UBS AM
Chicago,
Illinois
| $353M | -$11.3M | 4 | 0.15% | Reduced |
|
| 37 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $352M | -$3.87M | 6 | 0.09% | Reduced |
|
| 38 |
Carmignac Gestion
Paris,
France
| $325M | -$90.3M | 1 | 5.25% | Reduced |
|
| 39 |
JSP
Jackson Square Partners
Larkspur,
California
| $325M | -$209M | 2 | 3.22% | Reduced |
|
| 40 |
Coatue Management
New York
| $323M | -$89.2M | 1 | 2.36% | Reduced |
|
| 41 |
UBS Group
Zurich,
Switzerland
| $318M | +$46.2M | 8 | 0.11% | Increased |
|
| 42 |
D.E. Shaw & Co
New York
| $315M | +$61M | 6 | 0.3% | Increased |
|
| 43 |
Sculptor Capital
New York
| $300M | +$31M | 5 | 2.32% | Increased |
|
| 44 |
SEP
Soma Equity Partners
San Francisco,
California
| $294M | $0 | 1 | 9.76% | Maintained |
|
| 45 |
Bank of Montreal
Toronto,
Ontario, Canada
| $292M | +$55.6M | 4 | 0.14% | Increased |
|
| 46 |
PAR Capital Management
Boston,
Massachusetts
| $288M | +$84.8M | 2 | 6.88% | Increased |
|
| 47 |
Swiss National Bank
Zurich,
Switzerland
| $286M | +$87.7M | 4 | 0.16% | Increased |
|
| 48 |
Melvin Capital Management
New York
| $276M | -$2.75M | 1 | 2.8% | Reduced |
|
| 49 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $259M | -$50.8M | 4 | 0.2% | Reduced |
|
| 50 |
Charles Schwab
San Francisco,
California
| $258M | +$13.4M | 6 | 0.08% | Increased |
|