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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
76	GC GPI Capital New York	$188M	$0	1	100%	Maintained
77	SCM Spyglass Capital Management San Francisco, California	$186M	-$31.3M	1	4.9%	Reduced
78	Mirae Asset Global Investments Seoul, South Korea	$182M	+$29.9M	2	0.63%	Increased
79	Zevenbergen Capital Investments Edmonds, Washington	$178M	+$3.6M	1	3.38%	Increased
80	Thrivent Financial for Lutherans Minneapolis, Minnesota	$174M	+$7.08M	1	0.38%	Increased
81	Robeco Institutional Asset Management Rotterdam, Netherlands	$171M	-$1.33M	1	0.42%	Reduced
82	AEPIP AH Equity Partners III (Parallel) Menlo Park, California	$171M	-$126M	1	43.84%	Reduced
83	First Trust Advisors Wheaton, Illinois	$170M	+$7.97M	2	0.21%	Increased
84	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$167M	+$1.02M	2	0.22%	Increased
85	Deutsche Bank Frankfurt Am Main Ge, Germany	$164M	-$14.4M	2	0.09%	Reduced
86	Citigroup New York	$164M	+$8.38M	2	0.11%	Increased
87	Atreides Management Boston, Massachusetts	$160M	+$36.4M	2	3.62%	Increased
88	AKO Capital London, United Kingdom	$160M	+$142M	1	1.98%	New
89	Polar Capital Holdings London, United Kingdom	$157M	+$46.2M	2	0.97%	Increased
90	Davidson Kempner Capital Management New York	$154M	+$42.7M	1	1.54%	Increased
91	Putnam Investments Boston, Massachusetts	$153M	+$131M	2	0.26%	Increased
92	Susquehanna International Group Bala Cynwyd, Pennsylvania	$153M	+$68.4M	3	0.02%	Increased
93	EC Eminence Capital New York	$148M	+$15.5M	1	1.84%	Increased
94	Marshall Wace North America New York	$148M	+$109M	2	0.61%	Increased
95	Korea Investment Corp Seoul, South Korea	$145M	+$149M	1	0.46%	New
96	BPIH Broad Peak Investment Holdings Singapore	$141M	+$29M	1	8.27%	Increased
97	Fred Alger Management New York	$140M	-$49.6M	2	0.37%	Reduced
98	Allianz Asset Management Munich, Germany	$133M	+$70.9M	3	0.13%	Increased
99	Credit Suisse Zurich, Switzerland	$131M	-$59.9M	2	0.07%	Reduced
100	Franklin Resources San Mateo, California	$129M	+$48.9M	2	0.05%	Increased