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
| $7.72B | -$630M | 6 | 0.76% | Reduced |
|
| 2 |
Fidelity Investments
Boston,
Massachusetts
| $6.76B | +$360M | 4 | 0.57% | Increased |
|
| 3 |
Vanguard Group
Malvern,
Pennsylvania
| $5.6B | +$68.6M | 6 | 0.13% | Increased |
|
| 4 |
BlackRock
New York
| $4.85B | +$581M | 5 | 0.13% | Increased |
|
| 5 |
JP Morgan Chase
New York
| $4.01B | +$312M | 5 | 0.44% | Increased |
|
| 6 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $3.14B | $0 | 1 | 8.08% | Maintained |
|
| 7 |
SB Investment Advisers (UK)
London,
United Kingdom
| $2.44B | $0 | 2 | 18.6% | Maintained |
|
| 8 |
State Street
Boston,
Massachusetts
| $1.97B | +$119M | 5 | 0.1% | Increased |
|
| 9 |
Capital World Investors
Los Angeles,
California
| $1.96B | +$7.45M | 2 | 0.38% | Increased |
|
| 10 |
Jennison Associates
New York
| $1.95B | -$45.3M | 1 | 1.6% | Reduced |
|
| 11 |
Wellington Management Group
Boston,
Massachusetts
| $1.58B | +$291M | 2 | 0.3% | Increased |
|
| 12 |
Norges Bank
Oslo,
Norway
| $1.05B | +$36.8M | 3 | 0.21% | Increased |
|
| 13 |
TMC
Toyota Motor Corp
Japan
| $1.03B | $0 | 3 | 52.08% | Maintained |
|
| 14 |
Geode Capital Management
Boston,
Massachusetts
| $1.02B | +$46.3M | 6 | 0.12% | Increased |
|
| 15 |
Invesco
Atlanta,
Georgia
| $803M | +$232M | 3 | 0.21% | Increased |
|
| 16 |
Nuveen
Charlotte,
North Carolina
| $779M | +$81.7M | 3 | 0.27% | Increased |
|
| 17 |
Ameriprise
Minneapolis,
Minnesota
| $754M | -$104M | 3 | 0.24% | Reduced |
|
| 18 |
ClearBridge Investments
New York
| $602M | -$96.6M | 1 | 0.54% | Reduced |
|
| 19 |
Altimeter Capital Management
Boston,
Massachusetts
| $576M | $0 | 1 | 10.42% | Maintained |
|
| 20 |
Northern Trust
Chicago,
Illinois
| $557M | +$24.7M | 6 | 0.11% | Increased |
|
| 21 |
Capital Research Global Investors
Los Angeles,
California
| $544M | +$6.81M | 1 | 0.15% | Increased |
|
| 22 |
D.E. Shaw & Co
New York
| $534M | +$381M | 3 | 0.55% | Increased |
|
| 23 |
Legal & General Group
London,
United Kingdom
| $532M | +$51.8M | 3 | 0.17% | Increased |
|
| 24 |
Bank of America
Charlotte,
North Carolina
| $517M | -$79.4M | 5 | 0.05% | Reduced |
|
| 25 |
Bank of New York Mellon
New York
| $516M | +$11.9M | 4 | 0.11% | Increased |
|