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 |
Ameriprise
Minneapolis,
Minnesota
| $989M | +$272M | 3 | 0.27% | Increased |
|
| 27 |
Altimeter Capital Management
Boston,
Massachusetts
| $982M | +$12.4M | 1 | 14.59% | Increased |
|
| 28 |
Franklin Resources
San Mateo,
California
| $966M | -$31.8M | 3 | 0.3% | Reduced |
|
| 29 |
Legal & General Group
London,
United Kingdom
| $937M | -$6.02M | 3 | 0.26% | Reduced |
|
| 30 |
ClearBridge Investments
New York
| $890M | +$74.8M | 1 | 0.72% | Increased |
|
| 31 |
Charles Schwab
San Francisco,
California
| $849M | +$31.8M | 3 | 0.16% | Increased |
|
| 32 |
Janus Henderson Group
London,
| $821M | +$226M | 3 | 0.44% | Increased |
|
| 33 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $733M | -$11.9M | 4 | 0.17% | Reduced |
|
| 34 |
Barclays
London,
United Kingdom
| $729M | +$158K | 3 | 0.22% | Increased |
|
| 35 |
Goldman Sachs
New York
| $671M | +$154M | 3 | 0.11% | Increased |
|
| 36 |
Winslow Capital Management
Minneapolis,
Minnesota
| $632M | +$231M | 1 | 2.28% | Increased |
|
| 37 |
Massachusetts Financial Services
Boston,
Massachusetts
| $618M | +$60.3M | 2 | 0.19% | Increased |
|
| 38 |
Two Sigma Advisers
New York
| $587M | +$218M | 2 | 1.31% | Increased |
|
| 39 |
Tiger Global Management
New York
| $548M | +$91.7M | 2 | 2.54% | Increased |
|
| 40 |
MUFG Bank
Tokyo 100-8388,,
Japan
| $507M | $0 | 1 | 16.21% | Maintained |
|
| 41 |
UBS Group
Zurich,
Switzerland
| $493M | +$8.91M | 7 | 0.12% | Increased |
|
| 42 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $491M | +$40.1M | 3 | 0.22% | Increased |
|
| 43 |
D.E. Shaw & Co
New York
| $454M | -$505M | 3 | 0.42% | Reduced |
|
| 44 |
Swiss National Bank
Zurich,
Switzerland
| $436M | +$2.97M | 3 | 0.3% | Increased |
|
| 45 |
American Century Companies
Kansas City,
Missouri
| $410M | +$43.8M | 2 | 0.25% | Increased |
|
| 46 |
Wells Fargo
San Francisco,
California
| $407M | +$48.4M | 3 | 0.1% | Increased |
|
| 47 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $402M | +$24M | 3 | 0.3% | Increased |
|
| 48 |
Neuberger Berman Group
New York
| $398M | +$84.9M | 2 | 0.33% | Increased |
|
| 49 |
AIM
Allen Investment Management
New York
| $390M | +$1.75M | 1 | 4.74% | Increased |
|
| 50 |
Millennium Management
New York
| $375M | +$160M | 3 | 0.17% | Increased |
|