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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 $14.8B	308	+19	+7%	$6.78B
27	27 Zillow ZG $6.96B	266	+8	+3%	$2.27B
28	28 Grab GRAB $12.1B	265	-20	-7%	$7.58B
29	29 Shutterstock SSTK $157M	253	-3	-1%	$1.45B
30	30 Yelp YELP $1.09B	253	+9	+4%	$2.27B
31	31 KE Holdings BEKE $19.4B	249	-2	-0.8%	$6.98B
32	32 Carvana CVNA $64.8B	246	+31	+14%	$2.82B
33	33 ZTO Express ZTO $15B	239	-12	-5%	$6.41B
34	34 Fiverr FVRR $313M	236	+11	+5%	$493M
35	QVCGA 35 DELISTED QVC Group Inc Series A QVCGA	232	-19	-8%	$280M
36	36 DELISTED Redfin RDFN	224	+12	+6%	$1.11B
37	37 CarGurus CARG $2.74B	215	+19	+10%	$2.27B
38	38 Upwork UPWK $1.08B	213	-15	-7%	$960M
39	39 Neighborhood Intelligence Inc NXH $175M	212	+23	+12%	$1.05B
40	FTCH 40 DELISTED Farfetch Limited Class A Ordinary Shares FTCH	211	-9	-4%	$1.64B
41	41 Openlane OPLN $4.59B	207	+7	+4%	$1.67B
42	42 News Corp Class B NWS $17.7B	203	-9	-4%	$1.53B
43	43 Revolve Group RVLV $1.6B	193	-12	-6%	$874M
44	44 DELISTED Squarespace, Inc. SQSP	192	+14	+8%	$1.87B
45	45 Cars.com CARS $547M	187	+15	+9%	$1.17B
46	46 FIGS FIGS $3.07B	187	-1	-0.5%	$977M
47	47 DELISTED Olo Inc OLO	186	+4	+2%	$876M
48	48 New Oriental EDU $9.18B	178	+1	+0.6%	$2.55B
49	49 ACV Auctions ACVA $1.78B	177	+18	+11%	$2.18B
50	50 Autohome ATHM $2.33B	176	-16	-8%	$1.79B