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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	Putnam Investments Boston, Massachusetts	$257M	-$23.5M	2	0.39%	Reduced
52	SCA Southpoint Capital Advisors New York	$239M	-$27M	1	4.64%	Reduced
53	Alphabet Inc Mountain View, California	$236M	-$2.07M	1	7.65%	Reduced
54	Massachusetts Financial Services Boston, Massachusetts	$234M	-$15.6M	1	0.07%	Reduced
55	American Century Companies Kansas City, Missouri	$234M	+$49.1M	3	0.16%	Increased
56	Primecap Management Pasadena, California	$227M	+$1.73M	2	0.17%	Increased
57	Neuberger Berman Group New York	$227M	-$2.57M	4	0.19%	Reduced
58	ASGS Alpha Square Group S New York	$214M	$0	1	28.95%	Maintained
59	Wells Fargo San Francisco, California	$213M	+$19.9M	6	0.05%	Increased
60	AGFIA Accel Growth Fund IV Associates Palo Alto, California	$208M	+$193M	2	42.29%	Increased
61	CCM Cadian Capital Management New York	$203M	+$31.8M	1	10.11%	Increased
62	Russell Investments Group London, United Kingdom	$200M	+$17.2M	2	0.35%	Increased
63	Lyrical Asset Management New York	$200M	+$201M	1	2.76%	New
64	Fidelity International Hamilton, Bermuda	$199M	-$97.3M	2	0.2%	Reduced
65	Stockbridge Partners Boston, Massachusetts	$195M	+$32.4M	1	4.2%	Increased
66	GP Galileo PTC Road Town, Tortola, British Virgin Islands	$194M	+$6.86M	1	3.49%	Increased
67	Eaton Vance Management Boston, Massachusetts	$190M	+$19.7M	2	0.22%	Increased
68	PointState Capital New York	$184M	+$11.4M	1	2.11%	Increased
69	Artisan Partners Milwaukee, Wisconsin	$178M	-$435M	1	0.23%	Reduced
70	Blackstone Inc New York	$177M	+$191M	2	0.45%	Increased
71	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$176M	+$16.5M	2	0.12%	Increased
72	Point72 Asset Management Stamford, Connecticut	$175M	+$8.96M	2	0.7%	Increased
73	Assenagon Asset Management Senningerberg, Luxembourg	$172M	+$44.9M	1	0.48%	Increased
74	Marshall Wace London, United Kingdom	$171M	+$11.7M	6	0.32%	Increased
75	Citigroup New York	$171M	-$59.2M	6	0.1%	Reduced