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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 Serve Robotics SERV $297M	198	+12	+6%	$265M
52	52 DELISTED Udemy UDMY	195	+11	+6%	$600M
53	53 Stitch Fix SFIX $347M	192	+8	+4%	$358M
54	54 Liquidity Services LQDT $1.37B	188	+6	+3%	$751M
55	55 Atour Lifestyle Holdings ATAT $4.58B	185	-2	-1%	$2.77B
56	56 Neighborhood Intelligence Inc NXH $184M	185	0	0%	$204M
57	57 Cimpress CMPR $1.85B	182	+4	+2%	$1.53B
58	58 New Oriental EDU $9.37B	179	+13	+8%	$2.91B
59	59 LendingTree TREE $356M	179	-5	-3%	$472M
60	60 ZTO Express ZTO $15B	179	+16	+10%	$1.47B
61	61 ThredUp TDUP $315M	174	-14	-7%	$336M
62	62 Global Industrial GIC $1.66B	170	+16	+10%	$390M
63	63 Shutterstock SSTK $157M	168	-14	-8%	$372M
64	64 Kaspi.kz JSC KSPI $17.9B	167	-8	-5%	$6.27B
65	65 MediaAlpha MAX $594M	163	-8	-5%	$452M
66	66 NerdWallet NRDS $632M	158	-3	-2%	$316M
67	67 Fiverr FVRR $318M	154	-22	-13%	$187M
68	68 Groupon GRPN $732M	150	-1	-0.7%	$432M
69	69 Commerce.com Inc Series 1 CMRC $294M	148	-20	-12%	$158M
70	70 Jumia Technologies JMIA $818M	148	-9	-6%	$249M
71	71 Outdoor Holding Co POWW $259M	147	+16	+12%	$124M
72	72 Autohome ATHM $2.34B	146	-19	-12%	$840M
73	73 ODDITY Tech ODD $1.04B	146	-39	-21%	$495M
74	74 StubHub Holdings STUB $2.18B	143	+26	+22%	$1.58B
75	75 Criteo S.A. CRTO $758M	142	0	0%	$727M