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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 GXO Logistics GXO $5.33B	427	-55	-11%	$4.5B
27	27 Maplebear CART $12.2B	419	+59	+16%	$7.94B
28	28 Yelp YELP $1.1B	319	+4	+1%	$2.26B
29	29 Wayfair W $15.1B	317	-23	-7%	$3.82B
30	30 KE Holdings BEKE $19.5B	307	+6	+2%	$9.17B
31	31 CarGurus CARG $2.77B	306	-14	-4%	$2.52B
32	32 Vipshop VIPS $6.28B	304	+27	+10%	$4.5B
33	33 News Corp Class B NWS $17.7B	302	+9	+3%	$2.46B
34	34 Global E Online GLBE $6.76B	301	+8	+3%	$3.96B
35	35 Zillow ZG $7.09B	284	-27	-9%	$2.93B
36	36 Upwork UPWK $1.08B	278	+25	+10%	$1.53B
37	37 Openlane OPLN $4.62B	259	+11	+4%	$2.12B
38	38 ACV Auctions ACVA $1.78B	256	+4	+2%	$2.46B
39	39 DELISTED Redfin RDFN	251	+2	+0.8%	$789M
40	40 Full Truck Alliance YMM $9.08B	248	+53	+27%	$8.33B
41	41 Cars.com CARS $551M	232	+4	+2%	$650M
42	42 EverQuote EVER $746M	216	+41	+23%	$674M
43	43 Klaviyo KVYO $5.17B	216	+33	+18%	$3.53B
44	44 Revolve Group RVLV $1.64B	214	-15	-7%	$984M
45	45 QuinStreet QNST $916M	210	+6	+3%	$930M
46	46 The RealReal REAL $1.24B	210	+20	+11%	$492M
47	47 ZTO Express ZTO $15B	206	+5	+2%	$2.69B
48	48 DELISTED Olo Inc OLO	204	-4	-2%	$797M
49	49 Shutterstock SSTK $157M	196	-22	-10%	$449M
50	50 Liquidity Services LQDT $1.37B	195	+10	+5%	$736M