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
| $11.4B | +$184M | 3 | 0.2% | Increased |
|
| 2 |
BlackRock
New York
| $10.1B | +$604M | 3 | 0.2% | Increased |
|
| 3 |
Capital Research Global Investors
Los Angeles,
California
| $7.23B | +$3.67B | 2 | 1.49% | Increased |
|
| 4 |
Morgan Stanley
New York
| $5.58B | -$776M | 6 | 0.39% | Reduced |
|
| 5 |
State Street
Boston,
Massachusetts
| $5.44B | +$207M | 3 | 0.21% | Increased |
|
| 6 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $4.39B | $0 | 1 | 16.41% | Maintained |
|
| 7 |
Fidelity Investments
Boston,
Massachusetts
| $2.92B | -$4.32B | 3 | 0.17% | Reduced |
|
| 8 |
JP Morgan Chase
New York
| $2.89B | -$1.11B | 4 | 0.22% | Reduced |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $2.8B | +$86.8M | 3 | 0.22% | Increased |
|
| 10 |
Wellington Management Group
Boston,
Massachusetts
| $2.6B | -$693M | 2 | 0.48% | Reduced |
|
| 11 |
Uber
San Francisco,
California
| $2.53B | +$2.44B | 1 | 52.02% | New |
|
| 12 |
Capital World Investors
Los Angeles,
California
| $1.92B | +$233M | 2 | 0.29% | Increased |
|
| 13 |
SB Investment Advisers (UK)
London,
United Kingdom
| $1.9B | $0 | 1 | 16.66% | Maintained |
|
| 14 |
Norges Bank
Oslo,
Norway
| $1.66B | +$25.1M | 3 | 0.22% | Increased |
|
| 15 |
Jennison Associates
New York
| $1.6B | +$510M | 1 | 0.97% | Increased |
|
| 16 |
TMC
Toyota Motor Corp
Japan
| $1.36B | -$73.2M | 2 | 59.19% | Reduced |
|
| 17 |
Amundi
Paris,
France
| $1.32B | -$241M | 3 | 0.46% | Reduced |
|
| 18 |
Northern Trust
Chicago,
Illinois
| $1.2B | +$130M | 3 | 0.17% | Increased |
|
| 19 |
Nuveen
Charlotte,
North Carolina
| $1.08B | -$147M | 3 | 0.3% | Reduced |
|
| 20 |
Ameriprise
Minneapolis,
Minnesota
| $1.07B | +$257M | 3 | 0.27% | Increased |
|
| 21 |
UBS Group
Zurich,
Switzerland
| $1.02B | +$549M | 8 | 0.19% | Increased |
|
| 22 |
Brown Advisory
Baltimore,
Maryland
| $1.01B | -$51M | 3 | 1.29% | Reduced |
|
| 23 |
Invesco
Atlanta,
Georgia
| $951M | -$135M | 3 | 0.18% | Reduced |
|
| 24 |
UBS AM
Chicago,
Illinois
| $951M | -$58.2M | 3 | 0.22% | Reduced |
|
| 25 |
Bank of America
Charlotte,
North Carolina
| $946M | -$80M | 3 | 0.08% | Reduced |
|