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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 $11.9B	429	+78	+22%	$13.9B
27	27 Maplebear CART $11.7B	360	+43	+14%	$7.98B
28	28 Wayfair W $14.4B	340	-14	-4%	$4.9B
29	29 CarGurus CARG $2.67B	320	+39	+14%	$3.09B
30	30 Yelp YELP $1.06B	315	+29	+10%	$2.44B
31	31 Zillow ZG $6.58B	311	+35	+13%	$3.21B
32	32 KE Holdings BEKE $19.2B	301	+15	+5%	$8.84B
33	33 Global E Online GLBE $6.44B	293	+58	+25%	$5.95B
34	34 News Corp Class B NWS $17.5B	293	+11	+4%	$2.51B
35	35 Vipshop VIPS $6.11B	277	+11	+4%	$3.85B
36	36 Upwork UPWK $1.05B	253	+33	+15%	$1.8B
37	37 ACV Auctions ACVA $1.78B	252	+21	+9%	$3.55B
38	38 DELISTED Redfin RDFN	249	-12	-5%	$593M
39	39 Openlane OPLN $4.49B	248	+19	+8%	$2.15B
40	40 Revolve Group RVLV $1.54B	229	+35	+18%	$1.54B
41	41 Cars.com CARS $531M	228	+19	+9%	$1.02B
42	42 Shutterstock SSTK $149M	218	-16	-7%	$841M
43	43 DELISTED Olo Inc OLO	208	+23	+12%	$984M
44	44 New Oriental EDU $8.93B	205	-11	-5%	$4.14B
45	45 QuinStreet QNST $895M	204	+34	+20%	$1.21B
46	46 ZTO Express ZTO $15.2B	201	-40	-17%	$2.88B
47	47 Full Truck Alliance YMM $8.86B	195	+25	+15%	$6.93B
48	48 The RealReal REAL $1.11B	190	+34	+22%	$843M
49	49 Neighborhood Intelligence Inc NXH $178M	187	-11	-6%	$157M
50	50 Fiverr FVRR $307M	186	+17	+10%	$774M