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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 Grab GRAB $12.1B	338	+18	+6%	$7.88B
27	27 Wayfair W $14.8B	337	-28	-8%	$6.05B
28	28 Vipshop VIPS $6.24B	291	-39	-12%	$3.85B
29	29 Maplebear CART $12B	290	+59	+26%	$6.06B
30	30 Yelp YELP $1.09B	284	+1	+0.4%	$2.29B
31	31 News Corp Class B NWS $17.8B	281	+18	+7%	$2.38B
32	32 KE Holdings BEKE $19.4B	274	+6	+2%	$6.73B
33	33 CarGurus CARG $2.74B	260	+17	+7%	$2.2B
34	34 Upwork UPWK $1.08B	250	0	0%	$1.12B
35	35 Zillow ZG $6.99B	246	-11	-4%	$2.06B
36	36 ZTO Express ZTO $15B	243	+14	+6%	$4.3B
37	37 DELISTED Redfin RDFN	236	+5	+2%	$399M
38	38 New Oriental EDU $9.18B	230	-26	-10%	$5.06B
39	39 Global E Online GLBE $6.41B	226	-7	-3%	$4.05B
40	40 Openlane OPLN $4.58B	225	-5	-2%	$1.77B
41	41 Shutterstock SSTK $157M	222	-11	-5%	$1.22B
42	42 DELISTED Squarespace, Inc. SQSP	215	+10	+5%	$2.72B
43	43 Cars.com CARS $547M	211	+11	+6%	$1.15B
44	44 Neighborhood Intelligence Inc NXH $175M	209	-8	-4%	$393M
45	45 FIGS FIGS $3.08B	202	+9	+5%	$648M
46	QVCGA 46 DELISTED QVC Group Inc Series A QVCGA	198	-34	-15%	$149M
47	47 ACV Auctions ACVA $1.78B	197	+5	+3%	$2.77B
48	48 Revolve Group RVLV $1.59B	195	+9	+5%	$787M
49	49 DELISTED Olo Inc OLO	193	+10	+5%	$535M
50	50 Fiverr FVRR $313M	184	-10	-5%	$416M