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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 $5.26B	465	+17	+4%	$6.06B
27	27 JD.com JD $36B	463	-8	-2%	$7.62B
28	28 Wayfair W $14.4B	414	+78	+23%	$10.7B
29	29 CarGurus CARG $2.67B	340	+3	+0.9%	$3.22B
30	30 News Corp Class B NWS $17.5B	336	+8	+2%	$3.04B
31	31 Yelp YELP $1.06B	311	-22	-7%	$1.93B
32	32 Zillow ZG $6.58B	303	+23	+8%	$3.06B
33	33 Openlane OPLN $4.49B	291	+19	+7%	$3.07B
34	34 Vipshop VIPS $6.11B	278	+1	+0.4%	$5.18B
35	35 Klaviyo KVYO $4.84B	276	+22	+9%	$3.91B
36	36 Upwork UPWK $1.05B	276	+8	+3%	$2.27B
37	37 ACV Auctions ACVA $1.78B	256	-8	-3%	$1.72B
38	38 Angi Inc ANGI $248M	254	-4	-2%	$633M
39	39 Xometry XMTR $5.45B	244	+52	+27%	$2.65B
40	40 KE Holdings BEKE $19.2B	241	-16	-6%	$3.76B
41	41 Global E Online GLBE $6.44B	238	-19	-7%	$4.07B
42	42 Full Truck Alliance YMM $8.86B	229	0	0%	$9.24B
43	43 The RealReal REAL $1.11B	223	+20	+10%	$1.09B
44	44 Cars.com CARS $531M	221	+6	+3%	$737M
45	45 EverQuote EVER $726M	220	+1	+0.5%	$638M
46	46 QuinStreet QNST $895M	209	+4	+2%	$798M
47	47 Revolve Group RVLV $1.54B	200	+3	+2%	$1.01B
48	48 ODDITY Tech ODD $998M	198	-18	-8%	$2.91B
49	49 FIGS FIGS $3.1B	194	+22	+13%	$973M
50	50 Shutterstock SSTK $149M	193	-3	-2%	$483M