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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 DELISTED Olo Inc OLO	183	-2	-1%	$676M
52	52 Autohome ATHM $2.34B	182	+3	+2%	$1.51B
53	53 Commerce.com Inc Series 1 CMRC $294M	168	+7	+4%	$426M
54	54 JOYY Inc JOYY $4.14B	165	-22	-12%	$869M
55	55 Stitch Fix SFIX $347M	159	-13	-8%	$217M
56	56 ZipRecruiter ZIP $395M	157	+10	+7%	$669M
57	57 LendingTree TREE $356M	156	+22	+16%	$390M
58	58 DELISTED Eventbrite EB	154	-9	-6%	$448M
59	59 The RealReal REAL $1.24B	154	+17	+12%	$255M
60	60 Full Truck Alliance YMM $9.08B	146	-3	-2%	$3.66B
61	61 QuinStreet QNST $916M	145	+4	+3%	$920M
62	62 Criteo S.A. CRTO $758M	144	+16	+13%	$1.65B
63	63 DELISTED Udemy UDMY	141	-35	-20%	$1.37B
64	64 1-800-Flowers.com FLWS $180M	137	+5	+4%	$273M
65	65 Outdoor Holding Co POWW $259M	136	+3	+2%	$90.2M
66	66 Liquidity Services LQDT $1.37B	135	-24	-15%	$399M
67	67 Vivid Seats SEAT $34.2M	133	-14	-10%	$658M
68	68 Global Industrial GIC $1.66B	130	+12	+10%	$565M
69	69 Klaviyo KVYO $5.17B	130	+28	+27%	$2.47B
70	70 ODDITY Tech ODD $1.04B	127	+35	+38%	$1.7B
71	71 Kaspi.kz JSC KSPI $17.9B	126	+126	–	$5.02B
72	72 EverQuote EVER $746M	125	+28	+29%	$386M
73	73 Xometry XMTR $5.5B	124	-13	-9%	$733M
74	74 MediaAlpha MAX $594M	122	+31	+34%	$906M
75	75 Jumia Technologies JMIA $818M	119	-3	-2%	$95.5M