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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 $15.3B	289	-11	-4%	$3.45B
27	27 Grab GRAB $12.3B	285	+12	+4%	$6.6B
28	28 Zillow ZG $7.3B	258	+4	+2%	$2.06B
29	29 Shutterstock SSTK $169M	256	+24	+10%	$1.89B
30	30 KE Holdings BEKE $19.6B	251	+1	+0.4%	$9.2B
31	QVCGA 31 DELISTED QVC Group Inc Series A QVCGA	251	-39	-13%	$382M
32	32 ZTO Express ZTO $15B	251	+7	+3%	$7.41B
33	33 Yelp YELP $1.11B	244	+2	+0.8%	$1.92B
34	34 Upwork UPWK $1.09B	228	+11	+5%	$1.08B
35	35 Fiverr FVRR $319M	225	+4	+2%	$645M
36	FTCH 36 DELISTED Farfetch Limited Class A Ordinary Shares FTCH	220	-30	-12%	$1.33B
37	37 Carvana CVNA $66.7B	215	-9	-4%	$1.09B
38	38 News Corp Class B NWS $17.8B	212	-17	-7%	$1.34B
39	39 DELISTED Redfin RDFN	212	+1	+0.5%	$789M
40	40 Revolve Group RVLV $1.65B	205	-3	-1%	$1.35B
41	41 Openlane OPLN $4.51B	200	-13	-6%	$1.57B
42	42 CarGurus CARG $2.7B	196	+2	+1%	$1.87B
43	43 Autohome ATHM $2.34B	192	-14	-7%	$2.06B
44	44 Neighborhood Intelligence Inc NXH $188M	189	-24	-11%	$632M
45	45 FIGS FIGS $3.25B	188	+11	+6%	$729M
46	46 DELISTED Olo Inc OLO	182	+6	+3%	$1.04B
47	47 DELISTED Squarespace, Inc. SQSP	178	+20	+13%	$1.76B
48	48 New Oriental EDU $9.35B	177	-7	-4%	$2.63B
49	49 Cars.com CARS $548M	172	+2	+1%	$1.15B
50	50 Stitch Fix SFIX $342M	172	-3	-2%	$408M