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 | |
|---|---|---|---|---|---|---|---|
| 51 |
Sculptor Capital
New York
| $315M | +$113M | 3 | 2.67% | Increased |
|
| 52 |
D.E. Shaw & Co
New York
| $311M | -$225M | 7 | 0.26% | Reduced |
|
| 53 |
T. Rowe Price Associates
Baltimore,
Maryland
| $308M | +$216M | 4 | 0.03% | Increased |
|
| 54 |
SCA
Southpoint Capital Advisors
New York
| $306M | +$79.2M | 2 | 5.88% | Increased |
|
| 55 |
Massachusetts Financial Services
Boston,
Massachusetts
| $294M | +$2.11M | 1 | 0.08% | Increased |
|
| 56 |
Charles Schwab
San Francisco,
California
| $293M | +$21.4M | 5 | 0.09% | Increased |
|
| 57 |
Jane Street
New York
| $292M | +$201M | 6 | 0.1% | Increased |
|
| 58 |
Allianz Asset Management
Munich,
Germany
| $287M | +$28.3M | 2 | 0.2% | Increased |
|
| 59 |
Citigroup
New York
| $271M | +$86.6M | 6 | 0.15% | Increased |
|
| 60 |
Neuberger Berman Group
New York
| $268M | +$78.4M | 5 | 0.21% | Increased |
|
| 61 |
Alphabet Inc
Mountain View,
California
| $264M | $0 | 2 | 6.38% | Maintained |
|
| 62 |
Primecap Management
Pasadena,
California
| $254M | +$7.05M | 2 | 0.18% | Increased |
|
| 63 |
Fred Alger Management
New York
| $254M | +$95.4M | 1 | 0.64% | Increased |
|
| 64 |
ASGS
Alpha Square Group S
New York
| $252M | +$259M | 1 | 50.78% | New |
|
| 65 |
Swiss National Bank
Zurich,
Switzerland
| $241M | -$7.78M | 3 | 0.15% | Reduced |
|
| 66 |
PAR Capital Management
Boston,
Massachusetts
| $240M | +$45.9M | 3 | 6.47% | Increased |
|
| 67 |
Davis Selected Advisers
Tucson,
Arizona
| $236M | -$247K | 1 | 1.1% | Reduced |
|
| 68 |
Bank of Montreal
Toronto,
Ontario, Canada
| $230M | -$37.1M | 3 | 0.12% | Reduced |
|
| 69 |
BRC
Bedford Ridge Capital
New York
| $228M | +$348M | 1 | 100% | New |
|
| 70 |
Wells Fargo
San Francisco,
California
| $224M | +$18.8M | 7 | 0.06% | Increased |
|
| 71 |
Temasek Holdings
Singapore
| $218M | +$74.8M | 2 | 0.79% | Increased |
|
| 72 |
Russell Investments Group
London,
United Kingdom
| $213M | +$31.5M | 4 | 0.34% | Increased |
|
| 73 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $208M | +$11.7M | 4 | 0.09% | Increased |
|
| 74 |
American Century Companies
Kansas City,
Missouri
| $207M | +$43.6M | 3 | 0.13% | Increased |
|
| 75 |
GC
GPI Capital
New York
| $205M | +$92.8M | 2 | 26.06% | Increased |
|