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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
51	51 Autohome ATHM $2.32B	179	-5	-3%	$1.64B
52	52 DELISTED Udemy UDMY	176	+68	+63%	$1.66B
53	53 Stitch Fix SFIX $319M	172	+21	+14%	$281M
54	54 DELISTED Eventbrite EB	163	+11	+7%	$700M
55	55 Commerce.com Inc Series 1 CMRC $272M	161	0	0%	$590M
56	56 Cimpress CMPR $1.79B	159	+9	+6%	$1.67B
57	57 Liquidity Services LQDT $1.37B	159	+15	+10%	$376M
58	58 DELISTED Rover Group, Inc. Class A Common Stock ROVR	153	+13	+9%	$1.61B
59	59 Maplebear CART $11.7B	152	+25	+20%	$3.94B
60	60 Full Truck Alliance YMM $8.86B	149	+28	+23%	$3.25B
61	61 Vivid Seats SEAT $32.3M	147	+29	+25%	$622M
62	62 ZipRecruiter ZIP $363M	147	+1	+0.7%	$811M
63	63 QuinStreet QNST $895M	141	-5	-3%	$669M
64	64 Children's Place PLCE $26.5M	140	+1	+0.7%	$269M
65	65 The RealReal REAL $1.11B	137	-2	-1%	$115M
66	66 Xometry XMTR $5.45B	137	+11	+9%	$1.69B
67	67 LendingTree TREE $339M	134	+14	+12%	$269M
68	68 Outdoor Holding Co POWW $260M	133	+7	+6%	$65.8M
69	69 1-800-Flowers.com FLWS $177M	132	-12	-8%	$262M
70	70 PetMed Express PETS $26M	130	-8	-6%	$117M
71	71 Criteo S.A. CRTO $730M	128	-7	-5%	$1.36B
72	72 Jumia Technologies JMIA $774M	122	+13	+12%	$59.2M
73	73 Global Industrial GIC $1.67B	118	+8	+7%	$463M
74	SBDS 74 DELISTED Solo Brands Inc SBDS	118	+4	+4%	$442M
75	75 eHealth EHTH $19.5M	116	+7	+6%	$188M