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
| $8.06B | +$4.87B | 2 | 23.49% | Increased |
|
| 2 |
Morgan Stanley
New York
| $6.13B | +$1.72B | 7 | 0.76% | Increased |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $5.66B | -$452M | 5 | 0.42% | Reduced |
|
| 4 |
Vanguard Group
Malvern,
Pennsylvania
| $4.85B | +$294M | 6 | 0.11% | Increased |
|
| 5 |
BlackRock
New York
| $3.67B | -$53.2M | 5 | 0.09% | Reduced |
|
| 6 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $3.05B | $0 | 1 | 5.39% | Maintained |
|
| 7 |
Jennison Associates
New York
| $2.08B | +$407M | 1 | 1.32% | Increased |
|
| 8 |
TMC
Toyota Motor Corp
Japan
| $2.06B | +$1.7B | 2 | 65% | Increased |
|
| 9 |
JP Morgan Chase
New York
| $1.93B | -$90M | 8 | 0.22% | Reduced |
|
| 10 |
State Street
Boston,
Massachusetts
| $1.73B | +$87.9M | 5 | 0.08% | Increased |
|
| 11 |
MUFG Bank
Tokyo 100-8388,,
Japan
| $1.37B | +$1.09B | 1 | 60.43% | New |
|
| 12 |
Invesco
Atlanta,
Georgia
| $1.02B | +$409M | 4 | 0.25% | Increased |
|
| 13 |
ClearBridge Investments
New York
| $1.01B | -$8.07M | 2 | 0.69% | Reduced |
|
| 14 |
Wellington Management Group
Boston,
Massachusetts
| $976M | +$564M | 1 | 0.16% | Increased |
|
| 15 |
Sands Capital Management
Arlington,
Virginia
| $883M | -$14.2M | 1 | 1.64% | Reduced |
|
| 16 |
Geode Capital Management
Boston,
Massachusetts
| $860M | +$81.1M | 8 | 0.1% | Increased |
|
| 17 |
Ameriprise
Minneapolis,
Minnesota
| $835M | +$79.7M | 4 | 0.23% | Increased |
|
| 18 |
Bank of America
Charlotte,
North Carolina
| $807M | +$117M | 6 | 0.08% | Increased |
|
| 19 |
Janus Henderson Group
London,
| $792M | +$180M | 3 | 0.33% | Increased |
|
| 20 |
Capital World Investors
Los Angeles,
California
| $781M | -$93.1M | 1 | 0.12% | Reduced |
|
| 21 |
Tiger Global Management
New York
| $779M | -$103M | 3 | 1.7% | Reduced |
|
| 22 |
Norges Bank
Oslo,
Norway
| $694M | -$91.1M | 3 | 0.14% | Reduced |
|
| 23 |
Goldman Sachs
New York
| $678M | +$58.7M | 6 | 0.13% | Increased |
|
| 24 |
Citadel Advisors
Miami,
Florida
| $652M | +$364M | 8 | 0.13% | Increased |
|
| 25 |
Fisher Asset Management
Camas,
Washington
| $635M | +$653M | 1 | 0.36% | New |
|