← 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
101
Fundsmith Investment Services
Fundsmith Investment Services
Mauritius
$213M +$217M 1 4.72% New
102
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$205M -$18.1M 1 2.3% Reduced
103
William Blair & Company
William Blair & Company
Illinois
$202M -$37M 2 0.53% Reduced
104
LPL Financial
LPL Financial
California
$202M -$4.29M 3 0.05% Reduced
105
AQR Capital Management
AQR Capital Management
Connecticut
$202M -$369M 3 0.07% Reduced
106
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$197M +$98.9M 2 0.3% Increased
107
SCA
Southpoint Capital Advisors
New York
$195M -$29.3M 1 4.43% Reduced
108
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$192M +$2.88M 3 0.19% Increased
109
AllianceBernstein
AllianceBernstein
Tennessee
$191M -$88.2M 3 0.06% Reduced
110
Federated Hermes
Federated Hermes
Pennsylvania
$188M -$75.8M 3 0.27% Reduced
111
Alyeska Investment Group
Alyeska Investment Group
Illinois
$183M -$193M 1 0.47% Reduced
112
SG Americas Securities
SG Americas Securities
New York
$181M +$84.6M 4 0.1% Increased
113
TD Asset Management
TD Asset Management
Ontario, Canada
$174M -$20.9M 2 0.15% Reduced
114
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$168M -$5.64M 2 0.26% Reduced
115
SEI Investments
SEI Investments
Pennsylvania
$168M -$37.8M 3 0.15% Reduced
116
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$167M -$171M 1 1.62% Reduced
117
Renaissance Technologies
Renaissance Technologies
New York
$165M -$147M 3 0.23% Reduced
118
CAM
Contour Asset Management
New York
$163M -$10.9M 1 3.86% Reduced
119
WA
WFM Asia
British Virgin Islands
$163M $0 1 24.55% Maintained
120
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$162M +$42.5K 1 2.8% Increased
121
Capula Management
Capula Management
Cayman Islands
$159M +$159M 1 0.57% Increased
122
Nearwater Capital Markets
Nearwater Capital Markets
Ireland
$157M +$160M 1 2.71% New
123
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$156M -$12.8M 2 0.2% Reduced
124
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$156M -$13.7M 3 0.26% Reduced
125
Sarasin & Partners
Sarasin & Partners
United Kingdom
$147M +$5.66M 1 1.73% Increased