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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
101	Baillie Gifford & Co Edinburgh, United Kingdom	$162M	-$14.2M	1	0.12%	Reduced
102	DSM Capital Partners Palm Beach Gardens, Florida	$161M	-$7.74M	1	2.46%	Reduced
103	Rockefeller Capital Management New York	$160M	+$13.9M	2	0.43%	Increased
104	D.E. Shaw & Co New York	$157M	-$282M	3	0.14%	Reduced
105	Douglass Winthrop Advisors New York	$157M	-$1.02M	1	3%	Reduced
106	FFM Fullerton Fund Management Singapore	$157M	+$122M	2	6.6%	Increased
107	SEP Soma Equity Partners San Francisco, California	$157M	-$23M	1	9%	Reduced
108	State Board of Administration of Florida Retirement System Tallahassee, Florida	$155M	-$3.62M	3	0.29%	Reduced
109	Artisan Partners Milwaukee, Wisconsin	$147M	+$3.66M	1	0.22%	Increased
110	TD Asset Management Toronto, Ontario, Canada	$147M	+$16M	2	0.13%	Increased
111	Zevenbergen Capital Investments Edmonds, Washington	$146M	-$5.15M	1	3.06%	Reduced
112	Raymond James & Associates St Petersburg, Florida	$145M	+$2.71M	3	0.09%	Increased
113	New York State Teachers Retirement System (NYSTRS) Albany, New York	$144M	+$485K	2	0.3%	Increased
114	Menora Mivtachim Holdings Ramat Gan, Israel	$144M	+$75M	1	0.91%	Increased
115	Bessemer Group Woodbridge, New Jersey	$143M	+$131M	2	0.24%	Increased
116	Adage Capital Partners Boston, Massachusetts	$141M	-$108M	2	0.25%	Reduced
117	Nomura Asset Management Tokyo, Japan	$129M	+$13.4M	2	0.4%	Increased
118	CFM Coronation Fund Managers Cape Town, South Africa	$128M	+$11.7M	1	7.11%	Increased
119	LPL Financial San Diego, California	$127M	+$7.78M	3	0.06%	Increased
120	Canada Life Winnipeg, Manitoba, Canada	$126M	+$3.68M	2	0.22%	Increased
121	WA WFM Asia Road Town, Tortola, British Virgin Islands	$125M	+$9.78M	1	13.81%	Increased
122	Lord, Abbett & Co Jersey City, New Jersey	$123M	-$45.1M	1	0.39%	Reduced
123	Panagora Asset Management Boston, Massachusetts	$123M	+$1.57M	2	0.59%	Increased
124	SCM Steadfast Capital Management New York	$122M	+$22.4M	1	2.71%	Increased
125	Axiom Investors Greenwich, Connecticut	$120M	-$23.4M	1	1.06%	Reduced