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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
201	BNP Paribas Financial Markets Paris, France	$9.8M	-$10.3M	2	0.02%	Reduced
202	Parallel Advisors San Francisco, California	$9.56M	+$4.52M	2	0.72%	Increased
203	TCP ThornTree Capital Partners Boston, Massachusetts	$9.56M	+$9.54M	1	2.63%	New
204	PGH Partners Group Holding Baar-Zug, Switzerland	$9.55M	+$8.69M	2	1.04%	Increased
205	ZDA Zweig-DiMenna Associates New York	$9.48M	-$5.28M	2	0.95%	Reduced
206	Truist Financial Charlotte, North Carolina	$9.44M	+$9.51M	2	0.02%	New
207	LC Lunia Capital Dallas, Texas	$9.4M	+$9.58M	1	3.04%	New
208	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$9.37M	+$4.19M	2	0.1%	Increased
209	GEH General Equity Holdings Brooklyn, New York	$9.1M	+$9.08M	1	6.1%	New
210	GW & Wade Wellesley, Massachusetts	$8.89M	+$9.06M	1	0.68%	New
211	Man Group London, United Kingdom	$8.74M	+$2.15M	1	0.03%	Increased
212	MCCP Mission Creek Capital Partners San Francisco, California	$8.7M	+$8.76M	2	3.98%	New
213	UM Ulysses Management New York	$8.63M	+$8.6M	1	0.84%	New
214	EULAV Asset Management Sarasota, Florida	$8.6M	$0	1	0.3%	Maintained
215	Summit Trail Advisors New York	$8.55M	+$8.53M	1	4.96%	New
216	Parametric Portfolio Associates Seattle, Washington	$8.51M	+$6.47M	2	0.01%	Increased
217	PGM Parian Global Management Pound Ridge, New York	$8.49M	+$8.47M	1	1.91%	New
218	Nishkama Capital LLC Dorado, Puerto Rico	$8.39M	+$8.37M	1	4.92%	New
219	KPW Kore Private Wealth New York	$8.36M	+$8.34M	2	1.59%	New
220	CIBC World Markets New York	$8.33M	+$8.31M	1	0.05%	New
221	State of Michigan Retirement System Lansing, Michigan	$8.27M	+$8.25M	1	0.07%	New
222	HSBC Holdings London, United Kingdom	$8.03M	-$1.98M	2	0.01%	Reduced
223	DCC Dow Chemical Company Midland, Michigan	$7.89M	-$4.45M	1	1.73%	Reduced
224	JHCM Juniper Hill Capital Management Menlo Park, California	$7.74M	+$7.72M	1	7.22%	New
225	Hosking Partners London, United Kingdom	$7.58M	+$7.56M	1	0.18%	New