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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 Liquidity Services LQDT $1.37B	185	+41	+28%	$715M
52	52 Autohome ATHM $2.32B	183	+6	+3%	$1.55B
53	53 Klaviyo KVYO $4.84B	183	+27	+17%	$4.7B
54	54 Criteo S.A. CRTO $730M	180	+4	+2%	$2.04B
55	55 Commerce.com Inc Series 1 CMRC $272M	177	+20	+13%	$346M
56	56 LendingTree TREE $339M	177	0	0%	$410M
57	57 EverQuote EVER $726M	175	-17	-9%	$511M
58	58 Kaspi.kz JSC KSPI $18B	174	+4	+2%	$8.47B
59	59 FIGS FIGS $3.1B	172	-14	-8%	$746M
60	60 JOYY Inc JOYY $4.03B	172	+12	+8%	$994M
61	61 Stitch Fix SFIX $319M	172	+16	+10%	$424M
62	62 Xometry XMTR $5.45B	171	+44	+35%	$1.94B
63	63 Cimpress CMPR $1.79B	170	-22	-11%	$1.45B
64	64 DELISTED Udemy UDMY	166	+28	+20%	$1.02B
65	65 GigaCloud Technology GCT $2.06B	164	+14	+9%	$227M
66	66 MediaAlpha MAX $564M	162	+11	+7%	$542M
67	67 Atour Lifestyle Holdings ATAT $4.44B	145	+45	+45%	$1.77B
68	QVCGA 68 DELISTED QVC Group Inc Series A QVCGA	144	-43	-23%	$66.6M
69	69 DELISTED Eventbrite EB	143	+1	+0.7%	$206M
70	70 ZipRecruiter ZIP $363M	140	+7	+5%	$433M
71	71 1-800-Flowers.com FLWS $177M	136	+11	+9%	$242M
72	72 ODDITY Tech ODD $998M	132	+16	+14%	$1.61B
73	73 Global Industrial GIC $1.67B	128	+1	+0.8%	$320M
74	74 Jumia Technologies JMIA $774M	128	-17	-12%	$110M
75	75 NerdWallet NRDS $610M	128	+15	+13%	$389M