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 |
Fidelity Investments
Boston,
Massachusetts
| $6.96B | +$627M | 3 | 0.55% | Increased |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $5.1B | +$269M | 4 | 0.13% | Increased |
|
| 3 |
Morgan Stanley
New York
| $4.83B | -$1.35B | 4 | 0.65% | Reduced |
|
| 4 |
BlackRock
New York
| $4.16B | +$261M | 4 | 0.12% | Increased |
|
| 5 |
SB Investment Advisers (UK)
London,
United Kingdom
| $3.77B | -$1.97B | 1 | 11.68% | Reduced |
|
| 6 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $3.26B | $0 | 1 | 7.45% | Maintained |
|
| 7 |
JP Morgan Chase
New York
| $2.38B | -$455M | 5 | 0.29% | Reduced |
|
| 8 |
State Street
Boston,
Massachusetts
| $1.83B | +$87.3M | 4 | 0.1% | Increased |
|
| 9 |
Jennison Associates
New York
| $1.8B | -$229M | 1 | 1.16% | Reduced |
|
| 10 |
ClearBridge Investments
New York
| $1.12B | +$39.7M | 2 | 0.8% | Increased |
|
| 11 |
Altimeter Capital Management
Boston,
Massachusetts
| $1.1B | $0 | 1 | 8.79% | Maintained |
|
| 12 |
Sands Capital Management
Arlington,
Virginia
| $959M | -$526M | 1 | 1.6% | Reduced |
|
| 13 |
Tiger Global Management
New York
| $945M | -$190K | 2 | 1.82% | Reduced |
|
| 14 |
Capital World Investors
Los Angeles,
California
| $931M | -$184M | 1 | 0.16% | Reduced |
|
| 15 |
JSP
Jackson Square Partners
Larkspur,
California
| $875M | +$78M | 2 | 5.55% | Increased |
|
| 16 |
Coatue Management
New York
| $872M | -$26.7M | 2 | 3.55% | Reduced |
|
| 17 |
Geode Capital Management
Boston,
Massachusetts
| $869M | +$63.2M | 5 | 0.12% | Increased |
|
| 18 |
Norges Bank
Oslo,
Norway
| $863M | -$102M | 3 | 0.19% | Reduced |
|
| 19 |
Ameriprise
Minneapolis,
Minnesota
| $812M | +$55.3M | 4 | 0.26% | Increased |
|
| 20 |
Invesco
Atlanta,
Georgia
| $804M | +$38M | 4 | 0.2% | Increased |
|
| 21 |
Bank of America
Charlotte,
North Carolina
| $780M | +$76M | 5 | 0.08% | Increased |
|
| 22 |
Artisan Partners
Milwaukee,
Wisconsin
| $774M | -$165M | 2 | 0.95% | Reduced |
|
| 23 |
Bank of New York Mellon
New York
| $733M | +$36.8M | 4 | 0.14% | Increased |
|
| 24 |
Nuveen
Charlotte,
North Carolina
| $706M | -$2.04M | 4 | 0.22% | Reduced |
|
| 25 |
Goldman Sachs
New York
| $688M | +$26M | 6 | 0.15% | Increased |
|