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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	312	-37	-11%	$934M
27	27 Carvana CVNA $63.8B	306	-76	-20%	$2.79B
28	28 RB Global RBA $16.3B	306	+33	+12%	$6.01B
29	29 Fiverr FVRR $307M	263	-63	-19%	$672M
30	30 Zillow ZG $6.58B	257	-46	-15%	$1.59B
31	31 Vipshop VIPS $6.11B	252	-9	-3%	$3.48B
32	FTCH 32 DELISTED Farfetch Limited Class A Ordinary Shares FTCH	246	-33	-12%	$2.09B
33	33 ZTO Express ZTO $15.2B	246	-4	-2%	$6.47B
34	34 Grab GRAB $11.9B	235	+23	+11%	$4.8B
35	35 Neighborhood Intelligence Inc NXH $178M	231	-11	-5%	$818M
36	36 Shutterstock SSTK $149M	231	-9	-4%	$1.48B
37	37 KE Holdings BEKE $19.2B	229	+20	+10%	$8.02B
38	38 Upwork UPWK $1.05B	225	-8	-3%	$2.09B
39	39 DELISTED Redfin RDFN	224	-16	-7%	$814M
40	40 Revolve Group RVLV $1.54B	222	-10	-4%	$1.22B
41	41 Yelp YELP $1.06B	221	-22	-9%	$1.87B
42	42 CarGurus CARG $2.67B	220	-42	-16%	$2.22B
43	43 News Corp Class B NWS $17.5B	220	-4	-2%	$1.06B
44	44 Openlane OPLN $4.49B	217	-15	-6%	$1.88B
45	45 Stitch Fix SFIX $319M	205	-11	-5%	$375M
46	46 Autohome ATHM $2.32B	204	+12	+6%	$2.5B
47	47 The RealReal REAL $1.11B	189	+5	+3%	$202M
48	48 LendingTree TREE $339M	187	-19	-9%	$450M
49	LOGC 49 DELISTED ContextLogic LOGC	178	+13	+8%	$397M
50	50 Cars.com CARS $531M	176	-14	-7%	$615M