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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	185	-8	-4%	$603M
52	52 Autohome ATHM $2.36B	177	-6	-3%	$2B
53	53 LendingTree TREE $360M	177	+17	+11%	$602M
54	54 Criteo S.A. CRTO $757M	176	+18	+11%	$2.08B
55	55 Kaspi.kz JSC KSPI $17.9B	170	+16	+10%	$4.52B
56	56 QuinStreet QNST $920M	170	+10	+6%	$984M
57	57 Full Truck Alliance YMM $9.1B	170	-7	-4%	$4.84B
58	58 Fiverr FVRR $318M	169	-15	-8%	$528M
59	59 JOYY Inc JOYY $4.12B	160	+12	+8%	$834M
60	60 Commerce.com Inc Series 1 CMRC $290M	157	+4	+3%	$341M
61	61 Klaviyo KVYO $5.17B	156	+25	+19%	$3.99B
62	62 The RealReal REAL $1.24B	156	+2	+1%	$229M
63	63 Stitch Fix SFIX $345M	156	+1	+0.6%	$249M
64	64 MediaAlpha MAX $595M	151	+2	+1%	$885M
65	65 GigaCloud Technology GCT $2.13B	150	+21	+16%	$249M
66	66 Jumia Technologies JMIA $827M	145	+15	+12%	$170M
67	67 Liquidity Services LQDT $1.39B	144	+12	+9%	$488M
68	68 Ranpak Holdings PACK $300M	143	+19	+15%	$458M
69	69 DELISTED Eventbrite EB	142	-9	-6%	$182M
70	70 DELISTED Udemy UDMY	138	+1	+0.7%	$933M
71	71 ZipRecruiter ZIP $393M	133	-6	-4%	$568M
72	72 Vivid Seats SEAT $34.4M	128	-1	-0.8%	$427M
73	73 Global Industrial GIC $1.66B	127	-7	-5%	$425M
74	74 Xometry XMTR $5.53B	127	+2	+2%	$854M
75	75 1-800-Flowers.com FLWS $187M	125	+6	+5%	$218M