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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
151	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$62.7M	+$247K	1	0.12%	Increased
152	SFA Source Financial Advisors New York	$61.7M	$0	1	15.87%	Maintained
153	Commerce Bank Kansas City, Missouri	$61.1M	+$1.85M	2	0.43%	Increased
154	MAM Myriad Asset Management North Point, Hong Kong	$60.8M	+$34.4M	2	4.53%	Increased
155	Personal Capital Advisors Redwood City, California	$60.6M	+$9.44M	1	0.32%	Increased
156	MVP Miller Value Partners Sarasota, Florida	$60.6M	+$1M	1	1.44%	Increased
157	DCP Darsana Capital Partners New York	$60.1M	+$60.1M	1	1.71%	New
158	Westfield Capital Management Boston, Massachusetts	$59.9M	-$743K	1	0.36%	Reduced
159	Parallax Volatility Advisers San Francisco, California	$59.6M	+$21.4M	2	0.05%	Increased
160	Clal Insurance Tel-Aviv, Israel	$58.9M	-$24.2M	2	0.67%	Reduced
161	Bank of Montreal Toronto, Ontario, Canada	$58.2M	+$53M	2	0.03%	Increased
162	CHCM Columbus Hill Capital Management Short Hills, New Jersey	$55.4M	+$53.6M	2	6.63%	Increased
163	Armistice Capital New York	$54.7M	+$38.2M	1	0.98%	Increased
164	TGM Tenzing Global Management San Francisco, California	$53.9M	+$7.05M	1	14.24%	Increased
165	MC MIG Capital Newport Beach, California	$53.7M	+$55.9M	1	4.75%	New
166	LSCM Light Street Capital Management Palo Alto, California	$52.2M	-$55.7M	3	2.26%	Reduced
167	CCM Candlestick Capital Management Greenwich, Connecticut	$51.4M	-$10.3M	3	1.15%	Reduced
168	BM Bridger Management New York	$50.9M	+$4.41M	1	4.75%	Increased
169	HAM Honeycomb Asset Management New York	$50.1M	+$26.1M	1	3.33%	Increased
170	SI SCP Investment Orinda, California	$50.1M	+$52.2M	1	14.51%	New
171	CMG Cavalry Management Group San Francisco, California	$50.1M	-$474K	1	5.44%	Reduced
172	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$49.6M	+$16M	2	3.13%	Increased
173	Mitsubishi UFJ Asset Management Tokyo, Japan	$49.6M	+$16.3M	2	0.27%	Increased
174	Penserra Capital Management Orinda, California	$48.4M	-$49.6M	2	0.88%	Reduced
175	Storebrand Asset Management Lysaker, Norway	$48.3M	+$17.7M	2	0.23%	Increased