← 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
Capital International Investors
Capital International Investors
California
$225M +$34.4M 1 0.05% Increased
102
SCA
Southpoint Capital Advisors
New York
$223M +$239M 1 4.59% New
103
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$217M +$14.6M 1 3.15% Increased
104
KBC Group
KBC Group
Belgium
$217M -$20M 3 0.54% Reduced
105
Polen Capital Management
Polen Capital Management
Florida
$210M -$50.2M 1 1.45% Reduced
106
LPL Financial
LPL Financial
California
$205M -$10.2M 3 0.05% Reduced
107
SEI Investments
SEI Investments
Pennsylvania
$203M -$7.35M 3 0.19% Reduced
108
TD Asset Management
TD Asset Management
Ontario, Canada
$194M -$13.3M 2 0.16% Reduced
109
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$188M -$4.8M 3 0.22% Reduced
110
Citadel Advisors
Citadel Advisors
Florida
$187M -$118M 4 0.03% Reduced
111
Stifel Financial
Stifel Financial
Missouri
$186M -$13.3M 2 0.17% Reduced
112
TCG
Tremblant Capital Group
Florida
$183M +$28.4M 2 5.9% Increased
113
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$173M -$18.9M 2 0.3% Reduced
114
Prudential Financial
Prudential Financial
New Jersey
$171M +$4.33M 3 0.21% Increased
115
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$171M -$67.5M 2 0.27% Reduced
116
Man Group
Man Group
United Kingdom
$171M -$105M 3 0.31% Reduced
117
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$168M +$64.6M 3 0.32% Increased
118
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$168M -$3.7M 2 0.24% Reduced
119
Credit Agricole
Credit Agricole
France
$163M +$4.63M 3 0.43% Increased
120
Epoch Investment Partners
Epoch Investment Partners
New York
$163M -$24.6M 1 0.99% Reduced
121
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$162M -$1.04M 1 2.96% Reduced
122
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$159M -$32.2M 1 1.03% Reduced
123
CAM
Contour Asset Management
New York
$159M +$124M 1 5.17% Increased
124
WA
WFM Asia
British Virgin Islands
$158M +$23.2M 1 24.99% Increased
125
DSM Capital Partners
DSM Capital Partners
Florida
$157M -$54.4M 2 2.78% Reduced