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E-Commerce

E-commerce moves retail from a shop to a screen, and drags with it the warehousing, delivery, and payment systems needed to make that work. Scale and delivery density decide who earns a profit.

240 stocks

Food Delivery Marketplaces

#	Name	Funds holding	Growth	Growth %	Fund value
26	26 Wayfair W $14.4B	457	+8	+2%	$11.2B
27	27 JD.com JD $36B	426	+16	+4%	$5.02B
28	28 Zillow Z $6.37B	416	-76	-15%	$5.36B
29	29 CarGurus CARG $2.67B	370	+9	+2%	$2.72B
30	30 Openlane OPLN $4.49B	352	+53	+18%	$4.43B
31	31 News Corp Class B NWS $17.5B	345	+26	+8%	$2.48B
32	32 Upwork UPWK $1.05B	297	+5	+2%	$1.06B
33	33 Xometry XMTR $5.45B	293	+44	+18%	$5.43B
34	34 Yelp YELP $1.06B	293	-16	-5%	$1.47B
35	35 Vipshop VIPS $6.11B	286	+8	+3%	$3.33B
36	36 Klaviyo KVYO $4.84B	277	+11	+4%	$2.19B
37	37 Zillow ZG $6.58B	263	-5	-2%	$1.31B
38	38 ACV Auctions ACVA $1.78B	259	-8	-3%	$1.18B
39	39 The RealReal REAL $1.11B	252	+4	+2%	$1.33B
40	40 Full Truck Alliance YMM $8.86B	246	+43	+21%	$6.02B
41	41 EverQuote EVER $726M	243	+17	+8%	$735M
42	42 FIGS FIGS $3.1B	240	-1	-0.4%	$1.6B
43	43 Global E Online GLBE $6.44B	231	-6	-3%	$3.86B
44	44 Liquidity Services LQDT $1.37B	222	+34	+18%	$971M
45	45 GigaCloud Technology GCT $2.06B	219	-19	-8%	$756M
46	46 QuinStreet QNST $895M	215	-5	-2%	$779M
47	47 Cimpress CMPR $1.79B	211	+29	+16%	$2.17B
48	48 Revolve Group RVLV $1.54B	208	+2	+1%	$1.03B
49	49 Kaspi.kz JSC KSPI $18B	207	+40	+24%	$7.27B
50	50 KE Holdings BEKE $19.2B	204	+5	+3%	$1.85B