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 | |
|---|---|---|---|---|---|---|---|
| 1 |
SB Investment Advisers (UK)
London,
United Kingdom
| $10B | -$2.12B | 1 | 17.39% | Reduced |
|
| 2 |
Fidelity Investments
Boston,
Massachusetts
| $7.84B | +$440M | 2 | 0.67% | Increased |
|
| 3 |
Morgan Stanley
New York
| $7.1B | +$177M | 3 | 1.04% | Increased |
|
| 4 |
Vanguard Group
Malvern,
Pennsylvania
| $5.3B | +$69.9M | 3 | 0.14% | Increased |
|
| 5 |
BlackRock
New York
| $4.28B | +$264M | 3 | 0.13% | Increased |
|
| 6 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $3.97B | $0 | 1 | 25.7% | Maintained |
|
| 7 |
Jennison Associates
New York
| $2.55B | +$346M | 1 | 1.86% | Increased |
|
| 8 |
JP Morgan Chase
New York
| $2.49B | +$773M | 2 | 0.33% | Increased |
|
| 9 |
Sands Capital Management
Arlington,
Virginia
| $1.83B | -$70.9M | 1 | 3.54% | Reduced |
|
| 10 |
State Street
Boston,
Massachusetts
| $1.56B | +$31.4M | 2 | 0.09% | Increased |
|
| 11 |
Altimeter Capital Management
Boston,
Massachusetts
| $1.55B | $0 | 1 | 11.07% | Maintained |
|
| 12 |
Capital World Investors
Los Angeles,
California
| $1.34B | +$46.8M | 1 | 0.25% | Increased |
|
| 13 |
Tiger Global Management
New York
| $1.13B | -$383M | 1 | 2.61% | Reduced |
|
| 14 |
Janus Henderson Group
London,
| $1.11B | +$556M | 2 | 0.51% | Increased |
|
| 15 |
ClearBridge Investments
New York
| $1.06B | -$6.93M | 2 | 0.79% | Reduced |
|
| 16 |
JSP
Jackson Square Partners
Larkspur,
California
| $981M | -$460M | 2 | 5.57% | Reduced |
|
| 17 |
Norges Bank
Oslo,
Norway
| $965M | +$46.8M | 2 | 0.22% | Increased |
|
| 18 |
Artisan Partners
Milwaukee,
Wisconsin
| $964M | +$156M | 2 | 1.22% | Increased |
|
| 19 |
Ameriprise
Minneapolis,
Minnesota
| $921M | -$103M | 2 | 0.31% | Reduced |
|
| 20 |
Geode Capital Management
Boston,
Massachusetts
| $909M | +$123M | 4 | 0.14% | Increased |
|
| 21 |
Wellington Management Group
Boston,
Massachusetts
| $893M | +$487M | 1 | 0.16% | Increased |
|
| 22 |
Nuveen
Charlotte,
North Carolina
| $821M | +$10.4M | 2 | 0.26% | Increased |
|
| 23 |
Bank of America
Charlotte,
North Carolina
| $803M | +$168M | 3 | 0.09% | Increased |
|
| 24 |
Invesco
Atlanta,
Georgia
| $775M | +$102M | 2 | 0.21% | Increased |
|
| 25 |
Coatue Management
New York
| $728M | -$487M | 1 | 3.99% | Reduced |
|