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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	327	+19	+6%	$6.53B
27	27 Grab GRAB $11.9B	289	+24	+9%	$8B
28	28 Yelp YELP $1.06B	276	+23	+9%	$2.64B
29	29 Zillow ZG $6.58B	260	-6	-2%	$2.08B
30	30 KE Holdings BEKE $19.2B	258	+9	+4%	$7.22B
31	31 Carvana CVNA $63.8B	256	+10	+4%	$4.65B
32	32 ZTO Express ZTO $15.2B	240	+1	+0.4%	$6.57B
33	33 CarGurus CARG $2.67B	239	+24	+11%	$1.65B
34	34 DELISTED Redfin RDFN	233	+9	+4%	$596M
35	35 Upwork UPWK $1.05B	231	+18	+8%	$1.15B
36	36 Shutterstock SSTK $149M	225	-28	-11%	$1.08B
37	37 Fiverr FVRR $307M	217	-19	-8%	$435M
38	38 News Corp Class B NWS $17.5B	211	+8	+4%	$1.7B
39	39 Global E Online GLBE $6.44B	210	+37	+21%	$3.98B
40	QVCGA 40 DELISTED QVC Group Inc Series A QVCGA	202	-30	-13%	$161M
41	41 Revolve Group RVLV $1.54B	201	+8	+4%	$669M
42	42 Openlane OPLN $4.49B	200	-7	-3%	$1.6B
43	43 DELISTED Olo Inc OLO	195	+9	+5%	$799M
44	44 DELISTED Squarespace, Inc. SQSP	195	+3	+2%	$1.72B
45	45 New Oriental EDU $8.93B	190	+12	+7%	$3.73B
46	46 FIGS FIGS $3.1B	190	+3	+2%	$689M
47	47 Autohome ATHM $2.32B	184	+8	+5%	$1.82B
48	48 Neighborhood Intelligence Inc NXH $178M	184	-28	-13%	$483M
49	49 JOYY Inc JOYY $4.03B	180	+9	+5%	$1.06B
50	50 Cars.com CARS $531M	179	-8	-4%	$992M