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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 ThredUp TDUP $289M	188	+12	+7%	$605M
52	52 Atour Lifestyle Holdings ATAT $4.44B	187	+3	+2%	$3.2B
53	53 Serve Robotics SERV $298M	186	+37	+25%	$311M
54	54 Neighborhood Intelligence Inc NXH $178M	185	+17	+10%	$235M
55	55 ODDITY Tech ODD $998M	185	-13	-7%	$1.89B
56	56 Stitch Fix SFIX $319M	184	+2	+1%	$557M
57	57 LendingTree TREE $339M	184	-1	-0.5%	$621M
58	58 DELISTED Udemy UDMY	184	-6	-3%	$743M
59	59 Liquidity Services LQDT $1.37B	182	+12	+7%	$743M
60	60 Shutterstock SSTK $149M	182	-11	-6%	$425M
61	61 Cimpress CMPR $1.79B	178	+8	+5%	$1.42B
62	62 Fiverr FVRR $307M	176	-9	-5%	$452M
63	63 Kaspi.kz JSC KSPI $18B	175	-10	-5%	$6.67B
64	64 MediaAlpha MAX $564M	171	+14	+9%	$618M
65	65 Commerce.com Inc Series 1 CMRC $272M	168	+14	+9%	$229M
66	66 New Oriental EDU $8.93B	166	+11	+7%	$2.92B
67	67 Autohome ATHM $2.32B	165	+1	+0.6%	$1.14B
68	68 ZTO Express ZTO $15.2B	163	-8	-5%	$1.29B
69	69 NerdWallet NRDS $610M	161	+16	+11%	$400M
70	70 Jumia Technologies JMIA $774M	157	+18	+13%	$392M
71	71 Global Industrial GIC $1.67B	154	-5	-3%	$371M
72	72 Groupon GRPN $722M	151	-25	-14%	$648M
73	73 ZipRecruiter ZIP $363M	145	+3	+2%	$208M
74	74 DELISTED Eventbrite EB	144	+9	+7%	$294M
75	75 Criteo S.A. CRTO $730M	142	-3	-2%	$860M