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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 Carvana CVNA $66.5B	337	+45	+15%	$10.2B
27	27 Vipshop VIPS $6.28B	330	-1	-0.3%	$4.85B
28	28 Grab GRAB $12.1B	320	+5	+2%	$6.89B
29	29 Yelp YELP $1.1B	283	-15	-5%	$2.49B
30	30 KE Holdings BEKE $19.5B	268	-9	-3%	$6.27B
31	31 News Corp Class B NWS $17.7B	263	+38	+17%	$2.22B
32	32 Zillow ZG $7.09B	257	-14	-5%	$2.26B
33	33 New Oriental EDU $9.38B	256	+19	+8%	$5.54B
34	34 Upwork UPWK $1.08B	250	-8	-3%	$1.24B
35	35 CarGurus CARG $2.77B	243	+1	+0.4%	$2.02B
36	36 Global E Online GLBE $6.76B	233	-3	-1%	$3.99B
37	37 Shutterstock SSTK $157M	233	-11	-5%	$1.44B
38	QVCGA 38 DELISTED QVC Group Inc Series A QVCGA	232	+30	+15%	$304M
39	39 Maplebear CART $12.2B	231	+79	+52%	$6.83B
40	40 DELISTED Redfin RDFN	231	-18	-7%	$448M
41	41 Openlane OPLN $4.62B	230	-4	-2%	$1.84B
42	42 ZTO Express ZTO $15B	229	-4	-2%	$4.92B
43	43 Neighborhood Intelligence Inc NXH $184M	217	+36	+20%	$1.11B
44	44 DELISTED Squarespace, Inc. SQSP	205	-1	-0.5%	$2.3B
45	45 Cars.com CARS $551M	200	+8	+4%	$1B
46	46 Fiverr FVRR $318M	194	-29	-13%	$402M
47	47 FIGS FIGS $3.2B	193	-9	-4%	$622M
48	48 ACV Auctions ACVA $1.78B	192	-9	-4%	$2.72B
49	49 Cimpress CMPR $1.85B	186	+27	+17%	$1.83B
50	50 Revolve Group RVLV $1.64B	186	-4	-2%	$1.02B