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 |
Bank of New York Mellon
New York
| $376M | +$21.7M | 5 | 0.08% | Increased |
|
| 27 |
Legal & General Group
London,
United Kingdom
| $352M | +$8.64M | 4 | 0.13% | Increased |
|
| 28 |
Fidelity International
Hamilton,
Bermuda
| $350M | +$103M | 3 | 0.4% | Increased |
|
| 29 |
Sands Capital Management
Arlington,
Virginia
| $343M | -$135M | 1 | 1.13% | Reduced |
|
| 30 |
Winslow Capital Management
Minneapolis,
Minnesota
| $310M | +$311M | 1 | 1.58% | New |
|
| 31 |
Stockbridge Partners
Boston,
Massachusetts
| $293M | +$44.5M | 1 | 6.78% | Increased |
|
| 32 |
PAR Capital Management
Boston,
Massachusetts
| $271M | -$40.1M | 1 | 9.99% | Reduced |
|
| 33 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $270M | -$62.2M | 5 | 0.08% | Reduced |
|
| 34 |
Janus Henderson Group
London,
| $268M | +$11.4M | 3 | 0.18% | Increased |
|
| 35 |
UBS AM
Chicago,
Illinois
| $265M | +$20.3M | 3 | 0.13% | Increased |
|
| 36 |
Dragoneer Investment Group
San Francisco,
California
| $237M | $0 | 1 | 5.62% | Maintained |
|
| 37 |
SCGE Management
Menlo Park,
California
| $234M | +$35.3M | 1 | 6.43% | Increased |
|
| 38 |
Goldman Sachs
New York
| $233M | -$195M | 4 | 0.05% | Reduced |
|
| 39 |
Swiss National Bank
Zurich,
Switzerland
| $210M | -$4.26M | 3 | 0.14% | Reduced |
|
| 40 |
UBS Group
Zurich,
Switzerland
| $207M | +$48M | 6 | 0.08% | Increased |
|
| 41 |
EC
Eminence Capital
New York
| $206M | +$4.82M | 1 | 2.93% | Increased |
|
| 42 |
Charles Schwab
San Francisco,
California
| $204M | +$2.68M | 5 | 0.06% | Increased |
|
| 43 |
Franklin Resources
San Mateo,
California
| $201M | -$10.8M | 3 | 0.1% | Reduced |
|
| 44 |
Coatue Management
New York
| $191M | +$73.9M | 1 | 1.27% | Increased |
|
| 45 |
Appaloosa LP
Short Hills,
New Jersey
| $190M | +$151M | 1 | 10.05% | Increased |
|
| 46 |
Jane Street
New York
| $189M | +$73.8M | 5 | 0.08% | Increased |
|
| 47 |
Renaissance Technologies
New York
| $176M | +$55.6M | 6 | 0.23% | Increased |
|
| 48 |
SEP
Soma Equity Partners
San Francisco,
California
| $174M | -$31.7M | 1 | 8.77% | Reduced |
|
| 49 |
T. Rowe Price Associates
Baltimore,
Maryland
| $164M | +$95.4M | 4 | 0.02% | Increased |
|
| 50 |
Lyrical Asset Management
New York
| $162M | -$3.59M | 1 | 3.16% | Reduced |
|