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 |
Vanguard Group
Malvern,
Pennsylvania
| $10.8B | +$2.27B | 4 | 0.24% | Increased |
|
| 2 |
BlackRock
New York
| $9.16B | +$1.91B | 3 | 0.23% | Increased |
|
| 3 |
Morgan Stanley
New York
| $8.49B | -$768M | 4 | 0.75% | Reduced |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $8.41B | -$384M | 3 | 0.65% | Reduced |
|
| 5 |
JP Morgan Chase
New York
| $5.38B | -$105M | 5 | 0.52% | Reduced |
|
| 6 |
State Street
Boston,
Massachusetts
| $5B | +$1.87B | 4 | 0.24% | Increased |
|
| 7 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $4.48B | $0 | 1 | 12.73% | Maintained |
|
| 8 |
Wellington Management Group
Boston,
Massachusetts
| $2.89B | -$423M | 2 | 0.54% | Reduced |
|
| 9 |
Capital Research Global Investors
Los Angeles,
California
| $2.72B | +$408M | 2 | 0.67% | Increased |
|
| 10 |
Capital World Investors
Los Angeles,
California
| $2.57B | +$14.8M | 2 | 0.46% | Increased |
|
| 11 |
Geode Capital Management
Boston,
Massachusetts
| $2.52B | +$873M | 4 | 0.26% | Increased |
|
| 12 |
Jennison Associates
New York
| $1.87B | -$656M | 1 | 1.39% | Reduced |
|
| 13 |
SB Investment Advisers (UK)
London,
United Kingdom
| $1.86B | -$243M | 2 | 16.52% | Reduced |
|
| 14 |
Norges Bank
Oslo,
Norway
| $1.66B | +$165M | 3 | 0.29% | Increased |
|
| 15 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.63B | +$825M | 3 | 0.22% | Increased |
|
| 16 |
Invesco
Atlanta,
Georgia
| $1.2B | +$127M | 3 | 0.29% | Increased |
|
| 17 |
Nuveen
Charlotte,
North Carolina
| $1.14B | +$29.4M | 3 | 0.37% | Increased |
|
| 18 |
TMC
Toyota Motor Corp
Japan
| $1.13B | $0 | 3 | 60.94% | Maintained |
|
| 19 |
Northern Trust
Chicago,
Illinois
| $1.12B | +$263M | 4 | 0.2% | Increased |
|
| 20 |
Brown Advisory
Baltimore,
Maryland
| $1.11B | +$121M | 3 | 1.56% | Increased |
|
| 21 |
Bank of New York Mellon
New York
| $1.06B | +$263M | 3 | 0.22% | Increased |
|
| 22 |
D.E. Shaw & Co
New York
| $1.03B | +$199M | 3 | 0.9% | Increased |
|
| 23 |
Bank of America
Charlotte,
North Carolina
| $1.01B | +$52.7M | 4 | 0.1% | Increased |
|
| 24 |
Renaissance Technologies
New York
| $931M | +$368M | 4 | 1.44% | Increased |
|
| 25 |
UBS AM
Chicago,
Illinois
| $832M | -$10.2M | 3 | 0.33% | Reduced |
|