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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	Capital Fund Management (CFM) Paris, France	$40.1M	+$31.5M	2	0.32%	Increased
202	SIG Senator Investment Group New York	$39.3M	+$28.3M	1	0.75%	Increased
203	Soros Fund Management New York	$38.4M	+$36.7M	1	0.65%	Increased
204	Woodline Partners San Francisco, California	$38.2M	+$10.8M	1	0.71%	Increased
205	Calamos Advisors Naperville, Illinois	$37.2M	-$5.15M	2	0.17%	Reduced
206	FFA First Foundation Advisors Irvine, California	$37.1M	+$1.49M	2	1.43%	Increased
207	Nomura Holdings Tokyo, Japan	$36.8M	+$25.2M	3	0.09%	Increased
208	BAM Blueshift Asset Management Red Bank, New Jersey	$36.5M	+$27.2M	3	2%	Increased
209	EMG ETF Managers Group Summit, New Jersey	$36.3M	+$7.89M	2	0.59%	Increased
210	Marshall Wace North America New York	$36.3M	-$104M	4	0.15%	Reduced
211	DC Dendur Capital New York	$35.7M	-$9.68M	1	5.94%	Reduced
212	PointState Capital New York	$35.4M	+$36.9M	1	0.61%	New
213	Royal London Asset Management United Kingdom	$34.9M	+$3.63M	2	0.14%	Increased
214	TPA Trivium Point Advisory Westport, Connecticut	$34.5M	+$3.77K	2	8.61%	Increased
215	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$34.3M	+$9.66M	1	0.29%	Increased
216	APC Alta Park Capital San Francisco, California	$34.2M	-$13.2M	1	2.76%	Reduced
217	VM Venator Management Pittsburgh, Pennsylvania	$34.1M	+$3.74M	1	9.24%	Increased
218	CCM CAAS Capital Management New York	$33.9M	+$19.8M	1	0.57%	Increased
219	Asset Management One Tokyo, Japan	$33.9M	+$10.9M	3	0.13%	Increased
220	Artemis Investment Management Edinburgh, United Kingdom	$33.1M	-$78.6M	1	0.29%	Reduced
221	VEPM Vista Equity Partners Management San Francisco, California	$33M	-$7.35M	1	0.36%	Reduced
222	Kohlberg Kravis Roberts & Co New York	$33M	-$39.9M	1	0.13%	Reduced
223	JHCM Juniper Hill Capital Management Menlo Park, California	$32.9M	$0	1	11.02%	Maintained
224	PEP Providence Equity Partners Providence, Rhode Island	$32M	-$4.11M	1	0.67%	Reduced
225	Aviva London, United Kingdom	$31.4M	+$5.7M	2	0.14%	Increased