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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	Rockefeller Capital Management New York	$243M	-$46.1M	3	0.53%	Reduced
102	HAM Hanwha Asset Management Seoul, South Korea	$241M	$0	1	100%	Maintained
103	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$238M	-$20.8M	3	0.21%	Reduced
104	Axa Paris, France	$237M	+$20.9M	1	0.68%	Increased
105	Employees Provident Fund Board Shah Alam, Malaysia	$222M	+$9.56M	1	1.92%	Increased
106	Handelsbanken Fonder Stockholm, Sweden	$220M	+$86.8M	3	0.78%	Increased
107	Two Sigma Investments New York	$218M	+$75.2M	3	0.39%	Increased
108	Douglass Winthrop Advisors New York	$218M	+$1.14M	1	3.93%	Increased
109	Capital International Investors Los Angeles, California	$215M	+$136M	1	0.04%	Increased
110	Federated Hermes Pittsburgh, Pennsylvania	$213M	+$56.8M	3	0.4%	Increased
111	Macquarie Group Sydney, NSW 2000, Australia	$212M	-$22M	3	0.26%	Reduced
112	AGF Management Toronto, Ontario, Canada	$207M	+$42.5M	1	0.94%	Increased
113	Bank Julius Baer & Co Zurich, Switzerland	$203M	-$2.04M	3	0.6%	Reduced
114	Canada Life Winnipeg, Manitoba, Canada	$202M	+$18M	2	0.32%	Increased
115	National Bank of Canada Montreal, Quebec, Canada	$202M	+$33.5M	3	0.19%	Increased
116	Artisan Partners Milwaukee, Wisconsin	$200M	+$22M	1	0.29%	Increased
117	Thrivent Financial for Lutherans Minneapolis, Minnesota	$200M	-$60.3M	3	0.44%	Reduced
118	SEI Investments Oaks, Pennsylvania	$198M	+$50.4M	3	0.23%	Increased
119	Panagora Asset Management Boston, Massachusetts	$197M	+$3.64M	3	0.89%	Increased
120	State Board of Administration of Florida Retirement System Tallahassee, Florida	$190M	+$1.16M	3	0.34%	Increased
121	SEP Soma Equity Partners San Francisco, California	$183M	+$15.2M	1	9.09%	Increased
122	Two Sigma Advisers New York	$182M	+$37.3M	3	0.37%	Increased
123	Aberdeen Group Edinburgh, United Kingdom	$180M	+$15.5M	2	0.31%	Increased
124	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$177M	-$17.1M	1	0.38%	Reduced
125	RG Rakuten Group Setagaya-Ku, Tokyo, Japan	$173M	$0	1	10.67%	Maintained