← All themes Autonomous Driving

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	American Century Companies Kansas City, Missouri	$326M	+$24.8M	2	0.22%	Increased
52	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$316M	+$7.54M	2	0.23%	Increased
53	Putnam Investments Boston, Massachusetts	$303M	+$155M	1	0.4%	Increased
54	Wells Fargo San Francisco, California	$302M	-$23.3M	4	0.08%	Reduced
55	California Public Employees Retirement System Sacramento, California	$298M	+$42.7M	3	0.23%	Increased
56	Lyrical Asset Management New York	$277M	+$150K	1	4.51%	Increased
57	UBS Group Zurich, Switzerland	$274M	-$19.1M	6	0.08%	Reduced
58	Citigroup New York	$273M	+$130M	3	0.19%	Increased
59	Pictet Asset Management Carouge, Switzerland	$269M	-$34.6M	3	0.3%	Reduced
60	Coatue Management New York	$249M	-$150M	1	1.04%	Reduced
61	RhumbLine Advisers Boston, Massachusetts	$240M	+$71.7M	4	0.25%	Increased
62	Winslow Capital Management Minneapolis, Minnesota	$237M	-$273M	1	0.98%	Reduced
63	Alkeon Capital Management New York	$233M	-$200M	1	0.52%	Reduced
64	HSBC Holdings London, United Kingdom	$229M	+$99.2M	3	0.2%	Increased
65	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$215M	-$23.7M	3	0.27%	Reduced
66	Russell Investments Group London, United Kingdom	$215M	+$625K	3	0.38%	Increased
67	Bank of Montreal Toronto, Ontario, Canada	$212M	+$26.4M	3	0.06%	Increased
68	SEP Soma Equity Partners San Francisco, California	$199M	-$53M	1	11.35%	Reduced
69	Credit Suisse Zurich, Switzerland	$199M	+$253K	3	0.19%	Increased
70	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$197M	+$2.52M	3	0.27%	Increased
71	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$196M	+$3.99M	1	0.27%	Increased
72	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$190M	+$161M	1	1.93%	New
73	SCA Southpoint Capital Advisors New York	$185M	$0	1	3.97%	Maintained
74	Envestnet Asset Management Chicago, Illinois	$183M	+$8.92M	3	0.08%	Increased
75	Fidelity International Hamilton, Bermuda	$180M	-$25.5M	3	0.19%	Reduced