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
| $5.25B | +$174M | 6 | 0.6% | Increased |
|
| 2 |
Fidelity Investments
Boston,
Massachusetts
| $3.74B | +$563M | 4 | 0.37% | Increased |
|
| 3 |
Vanguard Group
Malvern,
Pennsylvania
| $3.25B | +$232M | 6 | 0.09% | Increased |
|
| 4 |
BlackRock
New York
| $2.5B | +$84.3M | 6 | 0.08% | Increased |
|
| 5 |
SB Investment Advisers (UK)
London,
United Kingdom
| $2.3B | +$165M | 2 | 19.17% | Increased |
|
| 6 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $1.8B | $0 | 1 | 5.82% | Maintained |
|
| 7 |
JP Morgan Chase
New York
| $1.39B | +$227M | 6 | 0.18% | Increased |
|
| 8 |
Jennison Associates
New York
| $1.19B | -$14.9M | 2 | 1.2% | Reduced |
|
| 9 |
State Street
Boston,
Massachusetts
| $1.1B | -$22.4M | 6 | 0.06% | Reduced |
|
| 10 |
Capital World Investors
Los Angeles,
California
| $1.06B | +$153M | 2 | 0.23% | Increased |
|
| 11 |
TMC
Toyota Motor Corp
Japan
| $870M | +$5.38M | 3 | 73.03% | Increased |
|
| 12 |
Norges Bank
Oslo,
Norway
| $711M | +$18.8M | 3 | 0.17% | Increased |
|
| 13 |
Fisher Asset Management
Camas,
Washington
| $619M | +$14.8M | 2 | 0.42% | Increased |
|
| 14 |
Geode Capital Management
Boston,
Massachusetts
| $579M | +$29.1M | 7 | 0.08% | Increased |
|
| 15 |
Ameriprise
Minneapolis,
Minnesota
| $504M | +$95.2M | 3 | 0.17% | Increased |
|
| 16 |
Capital Research Global Investors
Los Angeles,
California
| $495M | +$89.9M | 1 | 0.15% | Increased |
|
| 17 |
Wellington Management Group
Boston,
Massachusetts
| $467M | +$88.6M | 3 | 0.09% | Increased |
|
| 18 |
MUFG Bank
Tokyo 100-8388,,
Japan
| $460M | $0 | 1 | 18.97% | Maintained |
|
| 19 |
ClearBridge Investments
New York
| $449M | +$24.2M | 2 | 0.44% | Increased |
|
| 20 |
Nuveen
Charlotte,
North Carolina
| $429M | +$20M | 3 | 0.17% | Increased |
|
| 21 |
Alkeon Capital Management
New York
| $376M | +$33M | 2 | 1.45% | Increased |
|
| 22 |
Sands Capital Management
Arlington,
Virginia
| $373M | -$21.9M | 1 | 1.41% | Reduced |
|
| 23 |
Amundi
Paris,
France
| $367M | +$294M | 3 | 0.2% | Increased |
|
| 24 |
Altimeter Capital Management
Boston,
Massachusetts
| $344M | -$45.2M | 1 | 9.43% | Reduced |
|
| 25 |
Goldman Sachs
New York
| $341M | -$168M | 6 | 0.08% | Reduced |
|