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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	QVCGA 26 DELISTED QVC Group Inc Series A QVCGA	358	-1	-0.3%	$2.44B
27	27 Fiverr FVRR $318M	349	-3	-0.9%	$2.4B
28	28 Coupang CPNG $26.5B	332	+10	+3%	$37.9B
29	29 Zillow ZG $7.09B	328	+10	+3%	$3.25B
30	FTCH 30 DELISTED Farfetch Limited Class A Ordinary Shares FTCH	295	-10	-3%	$11.1B
31	31 RB Global RBA $16.4B	288	+21	+8%	$5.56B
32	32 Vipshop VIPS $6.28B	279	-14	-5%	$3.15B
33	33 DELISTED Redfin RDFN	273	-3	-1%	$3.76B
34	34 Upwork UPWK $1.08B	269	-9	-3%	$3.27B
35	35 Neighborhood Intelligence Inc NXH $184M	256	+5	+2%	$2.02B
36	36 ZTO Express ZTO $15B	249	+40	+19%	$6.16B
37	37 New Oriental EDU $9.38B	246	-25	-9%	$2.08B
38	38 Yelp YELP $1.1B	246	+13	+6%	$2.28B
39	39 Openlane OPLN $4.62B	245	-6	-2%	$2.14B
40	40 Revolve Group RVLV $1.64B	242	+9	+4%	$2.23B
41	41 Stitch Fix SFIX $347M	242	-13	-5%	$1.46B
42	42 Shutterstock SSTK $157M	241	+15	+7%	$2.69B
43	43 CarGurus CARG $2.77B	234	+17	+8%	$3.46B
44	44 News Corp Class B NWS $17.7B	230	+13	+6%	$1.51B
45	45 Commerce.com Inc Series 1 CMRC $294M	229	+34	+17%	$1.98B
46	46 LendingTree TREE $357M	218	-12	-5%	$1.37B
47	47 Children's Place PLCE $25.4M	208	+20	+11%	$1.16B
48	48 KE Holdings BEKE $19.5B	205	+31	+18%	$8.34B
49	49 Vroom Inc VRM $46.3M	202	+17	+9%	$1.47B
50	50 Autohome ATHM $2.34B	201	-7	-3%	$1.98B