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
| $6.37B | +$7.55M | 6 | 0.68% | Increased |
|
| 2 |
Fidelity Investments
Boston,
Massachusetts
| $4.78B | +$247M | 4 | 0.44% | Increased |
|
| 3 |
Vanguard Group
Malvern,
Pennsylvania
| $4.12B | +$106M | 5 | 0.11% | Increased |
|
| 4 |
BlackRock
New York
| $3.14B | +$77.3M | 5 | 0.09% | Increased |
|
| 5 |
JP Morgan Chase
New York
| $2.69B | +$942M | 5 | 0.33% | Increased |
|
| 6 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $2.31B | $0 | 1 | 6.5% | Maintained |
|
| 7 |
SB Investment Advisers (UK)
London,
United Kingdom
| $2.14B | $0 | 2 | 17.6% | Maintained |
|
| 8 |
Jennison Associates
New York
| $1.47B | -$42M | 2 | 1.35% | Reduced |
|
| 9 |
Capital World Investors
Los Angeles,
California
| $1.44B | +$103M | 2 | 0.3% | Increased |
|
| 10 |
State Street
Boston,
Massachusetts
| $1.37B | +$23.5M | 4 | 0.08% | Increased |
|
| 11 |
Wellington Management Group
Boston,
Massachusetts
| $911M | +$313M | 2 | 0.18% | Increased |
|
| 12 |
TMC
Toyota Motor Corp
Japan
| $866M | $0 | 3 | 67.98% | Maintained |
|
| 13 |
Fisher Asset Management
Camas,
Washington
| $761M | +$21.3M | 2 | 0.46% | Increased |
|
| 14 |
Norges Bank
Oslo,
Norway
| $757M | -$109M | 3 | 0.17% | Reduced |
|
| 15 |
Geode Capital Management
Boston,
Massachusetts
| $730M | +$23.7M | 5 | 0.09% | Increased |
|
| 16 |
Ameriprise
Minneapolis,
Minnesota
| $644M | +$1.34M | 3 | 0.21% | Increased |
|
| 17 |
ClearBridge Investments
New York
| $530M | -$25.3M | 2 | 0.51% | Reduced |
|
| 18 |
Nuveen
Charlotte,
North Carolina
| $507M | -$25.8M | 3 | 0.19% | Reduced |
|
| 19 |
Capital Research Global Investors
Los Angeles,
California
| $471M | +$9.88M | 1 | 0.13% | Increased |
|
| 20 |
Bank of America
Charlotte,
North Carolina
| $452M | +$118M | 5 | 0.05% | Increased |
|
| 21 |
MUFG Bank
Tokyo 100-8388,,
Japan
| $430M | $0 | 1 | 20.53% | Maintained |
|
| 22 |
Altimeter Capital Management
Boston,
Massachusetts
| $423M | -$18.7M | 1 | 9.29% | Reduced |
|
| 23 |
Invesco
Atlanta,
Georgia
| $407M | +$140M | 4 | 0.11% | Increased |
|
| 24 |
Northern Trust
Chicago,
Illinois
| $394M | +$3.95M | 6 | 0.08% | Increased |
|
| 25 |
Alkeon Capital Management
New York
| $382M | -$81.1M | 2 | 0.84% | Reduced |
|