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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 Maplebear CART $11.7B	468	+49	+12%	$9.71B
27	27 GXO Logistics GXO $5.26B	448	+21	+5%	$5.6B
28	28 CarGurus CARG $2.67B	337	+31	+10%	$2.81B
29	29 Wayfair W $14.4B	336	+19	+6%	$6.08B
30	30 Yelp YELP $1.06B	333	+14	+4%	$2.13B
31	31 News Corp Class B NWS $17.5B	328	+26	+9%	$2.68B
32	32 Zillow ZG $6.58B	280	-4	-1%	$2.92B
33	33 Vipshop VIPS $6.11B	277	-27	-9%	$3.99B
34	34 Openlane OPLN $4.49B	272	+13	+5%	$2.68B
35	35 Upwork UPWK $1.05B	268	-10	-4%	$1.58B
36	36 ACV Auctions ACVA $1.78B	264	+8	+3%	$2.9B
37	37 Angi Inc ANGI $248M	258	+174	+207%	$645M
38	38 KE Holdings BEKE $19.2B	257	-50	-16%	$4.35B
39	39 Global E Online GLBE $6.44B	257	-44	-15%	$3.79B
40	40 Klaviyo KVYO $4.84B	254	+38	+18%	$4.48B
41	41 DELISTED Redfin RDFN	229	-22	-9%	$1.26B
42	42 Full Truck Alliance YMM $8.86B	229	-19	-8%	$7.93B
43	43 EverQuote EVER $726M	219	+3	+1%	$648M
44	44 ODDITY Tech ODD $998M	216	+66	+44%	$3.66B
45	45 Cars.com CARS $531M	215	-17	-7%	$687M
46	46 DELISTED Olo Inc OLO	208	+4	+2%	$1.2B
47	47 QuinStreet QNST $895M	205	-5	-2%	$821M
48	48 The RealReal REAL $1.11B	203	-7	-3%	$454M
49	49 Revolve Group RVLV $1.54B	197	-17	-8%	$961M
50	50 Shutterstock SSTK $149M	196	0	0%	$461M