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
| $5.21B | -$93.4M | 6 | 0.71% | Reduced |
|
| 2 |
Fidelity Investments
Boston,
Massachusetts
| $3.54B | +$952M | 6 | 0.37% | Increased |
|
| 3 |
Vanguard Group
Malvern,
Pennsylvania
| $3.29B | +$187M | 6 | 0.1% | Increased |
|
| 4 |
BlackRock
New York
| $2.57B | +$238M | 6 | 0.09% | Increased |
|
| 5 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $1.93B | $0 | 1 | 5.24% | Maintained |
|
| 6 |
SB Investment Advisers (UK)
London,
United Kingdom
| $1.87B | -$75.1M | 1 | 14.27% | Reduced |
|
| 7 |
Jennison Associates
New York
| $1.28B | +$113M | 2 | 1.27% | Increased |
|
| 8 |
JP Morgan Chase
New York
| $1.27B | +$196M | 6 | 0.18% | Increased |
|
| 9 |
State Street
Boston,
Massachusetts
| $1.19B | +$51.5M | 6 | 0.08% | Increased |
|
| 10 |
Capital World Investors
Los Angeles,
California
| $992M | +$261M | 2 | 0.22% | Increased |
|
| 11 |
TMC
Toyota Motor Corp
Japan
| $749M | $0 | 2 | 62.67% | Maintained |
|
| 12 |
Norges Bank
Oslo,
Norway
| $738M | +$57M | 3 | 0.2% | Increased |
|
| 13 |
Fisher Asset Management
Camas,
Washington
| $665M | +$33.5M | 2 | 0.5% | Increased |
|
| 14 |
Geode Capital Management
Boston,
Massachusetts
| $590M | +$76.7M | 7 | 0.09% | Increased |
|
| 15 |
Goldman Sachs
New York
| $525M | -$60.3M | 5 | 0.13% | Reduced |
|
| 16 |
ClearBridge Investments
New York
| $466M | -$148M | 2 | 0.47% | Reduced |
|
| 17 |
Ameriprise
Minneapolis,
Minnesota
| $449M | -$144M | 3 | 0.17% | Reduced |
|
| 18 |
Coatue Management
New York
| $447M | +$184M | 3 | 5.19% | Increased |
|
| 19 |
Viking Global Investors
Stamford,
Connecticut
| $434M | -$5.18M | 1 | 2.01% | Reduced |
|
| 20 |
Nuveen
Charlotte,
North Carolina
| $431M | +$48.2M | 4 | 0.17% | Increased |
|
| 21 |
Sands Capital Management
Arlington,
Virginia
| $421M | -$74.4M | 1 | 1.58% | Reduced |
|
| 22 |
Wellington Management Group
Boston,
Massachusetts
| $415M | +$114M | 3 | 0.09% | Increased |
|
| 23 |
Bank of New York Mellon
New York
| $414M | +$48.7M | 6 | 0.1% | Increased |
|
| 24 |
Altimeter Capital Management
Boston,
Massachusetts
| $413M | $0 | 1 | 8.83% | Maintained |
|
| 25 |
Alkeon Capital Management
New York
| $382M | +$100M | 2 | 1.23% | Increased |
|