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
| $7.28B | -$913M | 5 | 0.74% | Reduced |
|
| 2 |
Fidelity Investments
Boston,
Massachusetts
| $6.59B | -$623M | 3 | 0.57% | Reduced |
|
| 3 |
Vanguard Group
Malvern,
Pennsylvania
| $6.08B | +$107M | 5 | 0.15% | Increased |
|
| 4 |
BlackRock
New York
| $5.25B | +$87.9M | 4 | 0.15% | Increased |
|
| 5 |
JP Morgan Chase
New York
| $4.12B | -$150M | 5 | 0.46% | Reduced |
|
| 6 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $3.35B | $0 | 1 | 9.18% | Maintained |
|
| 7 |
Wellington Management Group
Boston,
Massachusetts
| $2.53B | +$843M | 2 | 0.51% | Increased |
|
| 8 |
SB Investment Advisers (UK)
London,
United Kingdom
| $2.22B | -$304M | 2 | 18.26% | Reduced |
|
| 9 |
State Street
Boston,
Massachusetts
| $2.13B | +$27M | 4 | 0.12% | Increased |
|
| 10 |
Jennison Associates
New York
| $1.97B | -$101M | 1 | 1.68% | Reduced |
|
| 11 |
Capital World Investors
Los Angeles,
California
| $1.9B | -$186M | 2 | 0.38% | Reduced |
|
| 12 |
Capital Research Global Investors
Los Angeles,
California
| $1.81B | +$1.24B | 2 | 0.5% | Increased |
|
| 13 |
Geode Capital Management
Boston,
Massachusetts
| $1.13B | +$39.3M | 5 | 0.13% | Increased |
|
| 14 |
Norges Bank
Oslo,
Norway
| $1.12B | +$6.01M | 3 | 0.23% | Increased |
|
| 15 |
TMC
Toyota Motor Corp
Japan
| $1.07B | $0 | 3 | 63.37% | Maintained |
|
| 16 |
Invesco
Atlanta,
Georgia
| $829M | -$22M | 3 | 0.22% | Reduced |
|
| 17 |
Nuveen
Charlotte,
North Carolina
| $828M | -$1.63M | 3 | 0.29% | Reduced |
|
| 18 |
Ameriprise
Minneapolis,
Minnesota
| $740M | -$61.9M | 3 | 0.24% | Reduced |
|
| 19 |
Bank of America
Charlotte,
North Carolina
| $727M | +$175M | 4 | 0.08% | Increased |
|
| 20 |
Brown Advisory
Baltimore,
Maryland
| $722M | +$657M | 3 | 1.19% | Increased |
|
| 21 |
UBS AM
Chicago,
Illinois
| $624M | +$273M | 3 | 0.28% | Increased |
|
| 22 |
ClearBridge Investments
New York
| $621M | -$20.7M | 1 | 0.6% | Reduced |
|
| 23 |
Altimeter Capital Management
Boston,
Massachusetts
| $613M | $0 | 1 | 11.64% | Maintained |
|
| 24 |
Northern Trust
Chicago,
Illinois
| $610M | +$17.5M | 5 | 0.12% | Increased |
|
| 25 |
D.E. Shaw & Co
New York
| $590M | +$22M | 2 | 0.62% | Increased |
|