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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	473	+8	+2%	$6.09B
27	27 Maplebear CART $11.7B	445	-28	-6%	$8.54B
28	28 JD.com JD $36B	439	-24	-5%	$5.21B
29	29 CarGurus CARG $2.67B	367	+27	+8%	$3.16B
30	30 Yelp YELP $1.06B	316	+5	+2%	$1.84B
31	31 News Corp Class B NWS $17.5B	314	-22	-7%	$2.57B
32	32 Vipshop VIPS $6.11B	313	+35	+13%	$4.55B
33	33 Upwork UPWK $1.05B	305	+29	+11%	$2.68B
34	34 Openlane OPLN $4.49B	300	+9	+3%	$3.15B
35	35 Zillow ZG $6.58B	299	-4	-1%	$2.9B
36	36 Xometry XMTR $5.45B	262	+18	+7%	$2.97B
37	37 Klaviyo KVYO $4.84B	261	-15	-5%	$5.14B
38	38 ACV Auctions ACVA $1.78B	259	+3	+1%	$1.32B
39	39 EverQuote EVER $726M	242	+22	+10%	$750M
40	40 Global E Online GLBE $6.44B	238	0	0%	$4.59B
41	41 The RealReal REAL $1.11B	236	+13	+6%	$1.83B
42	42 Angi Inc ANGI $248M	233	-21	-8%	$461M
43	43 KE Holdings BEKE $19.2B	222	-19	-8%	$2.74B
44	44 Cars.com CARS $531M	222	+1	+0.5%	$722M
45	45 QuinStreet QNST $895M	213	+4	+2%	$758M
46	46 Revolve Group RVLV $1.54B	212	+12	+6%	$1.39B
47	47 Full Truck Alliance YMM $8.86B	211	-18	-8%	$7.98B
48	48 FIGS FIGS $3.1B	209	+15	+8%	$1.64B
49	49 JOYY Inc JOYY $4.03B	197	+10	+5%	$1.44B
50	50 GigaCloud Technology GCT $2.06B	192	+21	+12%	$743M