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 |
Morgan Stanley
New York
| $5.73B | +$1.17B | 6 | 0.77% | Increased |
|
| 2 |
Fidelity Investments
Boston,
Massachusetts
| $4.92B | +$99.8M | 6 | 0.39% | Increased |
|
| 3 |
SB Investment Advisers (UK)
London,
United Kingdom
| $4.69B | -$374M | 2 | 22.25% | Reduced |
|
| 4 |
Vanguard Group
Malvern,
Pennsylvania
| $4.42B | +$387M | 7 | 0.1% | Increased |
|
| 5 |
BlackRock
New York
| $3.38B | +$320M | 6 | 0.09% | Increased |
|
| 6 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $2.6B | $0 | 1 | 5.91% | Maintained |
|
| 7 |
JP Morgan Chase
New York
| $2.18B | +$487M | 7 | 0.26% | Increased |
|
| 8 |
State Street
Boston,
Massachusetts
| $1.65B | +$209M | 7 | 0.08% | Increased |
|
| 9 |
Jennison Associates
New York
| $1.58B | -$191M | 1 | 1.16% | Reduced |
|
| 10 |
TMC
Toyota Motor Corp
Japan
| $1,000M | -$184M | 2 | 55.94% | Reduced |
|
| 11 |
ClearBridge Investments
New York
| $949M | +$82.5M | 2 | 0.71% | Increased |
|
| 12 |
Fisher Asset Management
Camas,
Washington
| $850M | +$312M | 2 | 0.5% | Increased |
|
| 13 |
Capital World Investors
Los Angeles,
California
| $787M | +$124M | 1 | 0.14% | Increased |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| $779M | +$105M | 8 | 0.08% | Increased |
|
| 15 |
Geode Capital Management
Boston,
Massachusetts
| $762M | +$45.9M | 8 | 0.1% | Increased |
|
| 16 |
Norges Bank
Oslo,
Norway
| $713M | +$148M | 3 | 0.16% | Increased |
|
| 17 |
Goldman Sachs
New York
| $693M | +$140M | 8 | 0.15% | Increased |
|
| 18 |
Ameriprise
Minneapolis,
Minnesota
| $688M | -$23M | 4 | 0.2% | Reduced |
|
| 19 |
Sands Capital Management
Arlington,
Virginia
| $681M | -$70.9M | 1 | 1.57% | Reduced |
|
| 20 |
Wellington Management Group
Boston,
Massachusetts
| $650M | -$182M | 1 | 0.11% | Reduced |
|
| 21 |
Altimeter Capital Management
Boston,
Massachusetts
| $607M | +$198M | 1 | 8.76% | Increased |
|
| 22 |
Bank of New York Mellon
New York
| $570M | +$45M | 6 | 0.11% | Increased |
|
| 23 |
Alkeon Capital Management
New York
| $513M | +$20.7M | 2 | 1.03% | Increased |
|
| 24 |
MUFG Bank
Tokyo 100-8388,,
Japan
| $500M | $0 | 1 | 46.71% | Maintained |
|
| 25 |
Nuveen
Charlotte,
North Carolina
| $485M | +$37.8M | 5 | 0.16% | Increased |
|