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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 $12.2B	469	+24	+5%	$7.07B
27	27 Wayfair W $15.1B	449	-33	-7%	$9.27B
28	28 JD.com JD $36.7B	410	-29	-7%	$5.27B
29	29 CarGurus CARG $2.77B	361	-6	-2%	$2.82B
30	30 News Corp Class B NWS $17.7B	319	+5	+2%	$2.61B
31	31 Yelp YELP $1.1B	309	-7	-2%	$1.51B
32	32 Openlane OPLN $4.62B	299	-1	-0.3%	$3.06B
33	33 Upwork UPWK $1.08B	292	-13	-4%	$1.48B
34	34 Vipshop VIPS $6.28B	278	-35	-11%	$4.07B
35	35 Zillow ZG $7.09B	268	-31	-10%	$1.72B
36	36 ACV Auctions ACVA $1.78B	267	+8	+3%	$693M
37	37 Klaviyo KVYO $5.17B	266	+5	+2%	$3.1B
38	38 Xometry XMTR $5.5B	249	-13	-5%	$2.07B
39	39 The RealReal REAL $1.24B	248	+12	+5%	$1.05B
40	40 FIGS FIGS $3.2B	241	+32	+15%	$2.24B
41	41 GigaCloud Technology GCT $2.15B	238	+46	+24%	$958M
42	42 Global E Online GLBE $6.76B	237	-1	-0.4%	$3.42B
43	43 EverQuote EVER $746M	226	-16	-7%	$466M
44	44 Angi Inc ANGI $260M	221	-12	-5%	$226M
45	45 QuinStreet QNST $916M	220	+7	+3%	$639M
46	46 Cars.com CARS $551M	208	-14	-6%	$467M
47	47 Revolve Group RVLV $1.64B	206	-6	-3%	$1.06B
48	48 Full Truck Alliance YMM $9.08B	203	-8	-4%	$5.96B
49	49 KE Holdings BEKE $19.5B	199	-23	-10%	$2.15B
50	50 JOYY Inc JOYY $4.14B	199	+2	+1%	$1.23B