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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	354	+17	+5%	$6.4B
27	27 Grab GRAB $11.9B	351	+13	+4%	$8.24B
28	28 Maplebear CART $11.7B	317	+27	+9%	$7.58B
29	29 KE Holdings BEKE $19.2B	286	+12	+4%	$9.24B
30	30 Yelp YELP $1.06B	286	+2	+0.7%	$2.18B
31	31 News Corp Class B NWS $17.5B	282	+1	+0.4%	$2.35B
32	32 CarGurus CARG $2.67B	281	+21	+8%	$2.49B
33	33 Zillow ZG $6.58B	276	+30	+12%	$2.83B
34	34 Vipshop VIPS $6.11B	266	-25	-9%	$4.4B
35	35 DELISTED Redfin RDFN	261	+25	+11%	$963M
36	36 ZTO Express ZTO $15.2B	241	-2	-0.8%	$4.11B
37	37 Global E Online GLBE $6.44B	235	+9	+4%	$4.38B
38	38 Shutterstock SSTK $149M	234	+12	+5%	$959M
39	39 ACV Auctions ACVA $1.78B	231	+34	+17%	$3.15B
40	40 Openlane OPLN $4.49B	229	+4	+2%	$1.81B
41	41 Upwork UPWK $1.05B	220	-30	-12%	$1.09B
42	42 New Oriental EDU $8.93B	216	-14	-6%	$4.93B
43	43 Cars.com CARS $531M	209	-2	-0.9%	$979M
44	44 Neighborhood Intelligence Inc NXH $178M	198	-11	-5%	$278M
45	45 Revolve Group RVLV $1.54B	194	-1	-0.5%	$1.17B
46	46 Cimpress CMPR $1.79B	192	+17	+10%	$1.68B
47	47 EverQuote EVER $726M	192	+33	+21%	$522M
48	QVCGA 48 DELISTED QVC Group Inc Series A QVCGA	187	-11	-6%	$139M
49	49 FIGS FIGS $3.1B	186	-16	-8%	$865M
50	50 DELISTED Squarespace, Inc. SQSP	186	-29	-13%	$3.07B