Entrega de comida
Las plataformas de entrega de comida conectan restaurantes y supermercados con repartidores y clientes, y se han expandido para ofrecer entregas locales de todo tipo. La densidad de pedidos en una zona determinada es lo que hace rentable el modelo.
12 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 1 |
BlackRock
New York
| USD 19 mil M | -USD 290 M | 7 | 0.28% | Reducidas |
|
| 2 |
Vanguard Capital Management
Malvern,
Pennsylvania
| USD 14.5 mil M | +USD 109 M | 6 | 0.31% | Aumentadas |
|
| 3 |
Capital Research Global Investors
Los Angeles,
California
| USD 11.9 mil M | +USD 2207 M | 3 | 1.66% | Aumentadas |
|
| 4 |
State Street
Boston,
Massachusetts
| USD 10.6 mil M | +USD 12.8 M | 7 | 0.31% | Aumentadas |
|
| 5 |
Morgan Stanley
New York
| USD 9262 M | -USD 138 M | 7 | 0.49% | Reducidas |
|
| 6 |
SC US (TTGP)
Menlo Park,
California
| USD 7153 M | USD 0 | 2 | 22.43% | Mantenido |
|
| 7 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 6497 M | +USD 433 M | 6 | 0.65% | Aumentadas |
|
| 8 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
| USD 6104 M | -USD 102 M | 5 | 0.28% | Reducidas |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| USD 5619 M | -USD 126 M | 8 | 0.3% | Reducidas |
|
| 10 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 5374 M | -USD 187 M | 4 | 4.88% | Reducidas |
|
| 11 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| USD 5256 M | USD 0 | 1 | 13.87% | Mantenido |
|
| 12 |
Fidelity Investments
Boston,
Massachusetts
| USD 4418 M | +USD 58.3 M | 7 | 0.19% | Aumentadas |
|
| 13 |
JP Morgan Chase
New York
| USD 4184 M | +USD 203 M | 8 | 0.23% | Aumentadas |
|
| 14 |
Invesco
Atlanta,
Georgia
| USD 3700 M | -USD 150 M | 8 | 0.29% | Reducidas |
|
| 15 |
Norges Bank
Oslo,
Norway
| USD 3560 M | +USD 3441 M | 5 | 0.35% | Nuevas |
|
| 16 |
Capital World Investors
Los Angeles,
California
| USD 3222 M | +USD 403 M | 3 | 0.38% | Aumentadas |
|
| 17 |
WCM Investment Management
Laguna Beach,
California
| USD 3157 M | +USD 16 M | 2 | 5.72% | Aumentadas |
|
| 18 |
Goldman Sachs
New York
| USD 2769 M | +USD 71.5 M | 8 | 0.24% | Aumentadas |
|
| 19 |
UBS Group
Zurich,
Switzerland
| USD 2600 M | +USD 135 M | 8 | 0.33% | Aumentadas |
|
| 20 |
Pershing Square Capital Management
New York
| USD 2477 M | +USD 320 M | 1 | 12.72% | Aumentadas |
|
| 21 |
Bank of America
Charlotte,
North Carolina
| USD 2391 M | +USD 76.8 M | 7 | 0.15% | Aumentadas |
|
| 22 |
Northern Trust
Chicago,
Illinois
| USD 2307 M | -USD 136 M | 7 | 0.27% | Reducidas |
|
| 23 |
Uber
San Francisco,
California
| USD 2020 M | -USD 17.5 M | 1 | 44.84% | Reducidas |
|
| 24 |
Charles Schwab
San Francisco,
California
| USD 1985 M | +USD 144 M | 7 | 0.26% | Aumentadas |
|
| 25 |
Jupiter Topco
New York
| USD 1945 M | +USD 1786 M | 6 | 0.79% | Nuevas |
|