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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 Vipshop VIPS $6.11B	331	-1	-0.3%	$5.16B
27	27 Grab GRAB $11.9B	315	+26	+9%	$7.46B
28	28 Yelp YELP $1.06B	298	+22	+8%	$3.04B
29	29 Carvana CVNA $63.8B	292	+36	+14%	$6.31B
30	30 KE Holdings BEKE $19.2B	277	+19	+7%	$7.47B
31	31 Zillow ZG $6.58B	271	+11	+4%	$2.71B
32	32 Upwork UPWK $1.05B	258	+27	+12%	$1.58B
33	33 DELISTED Redfin RDFN	249	+16	+7%	$752M
34	34 Shutterstock SSTK $149M	244	+19	+8%	$1.42B
35	35 CarGurus CARG $2.67B	242	+3	+1%	$2.23B
36	36 New Oriental EDU $8.93B	237	+47	+25%	$4.47B
37	37 Global E Online GLBE $6.44B	236	+26	+12%	$4.05B
38	38 Openlane OPLN $4.49B	234	+34	+17%	$1.65B
39	39 ZTO Express ZTO $15.2B	233	-7	-3%	$5.31B
40	40 News Corp Class B NWS $17.5B	225	+14	+7%	$2.15B
41	41 Fiverr FVRR $307M	223	+6	+3%	$544M
42	42 DELISTED Squarespace, Inc. SQSP	206	+11	+6%	$1.97B
43	43 FIGS FIGS $3.1B	202	+12	+6%	$927M
44	QVCGA 44 DELISTED QVC Group Inc Series A QVCGA	202	0	0%	$220M
45	45 ACV Auctions ACVA $1.78B	201	+27	+16%	$2.02B
46	46 Cars.com CARS $531M	192	+13	+7%	$1.11B
47	47 Revolve Group RVLV $1.54B	190	-11	-5%	$795M
48	48 JOYY Inc JOYY $4.03B	187	+7	+4%	$1.15B
49	49 DELISTED Olo Inc OLO	185	-10	-5%	$712M
50	50 Neighborhood Intelligence Inc NXH $178M	181	-3	-2%	$959M