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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
76	76 eHealth EHTH $18.8M	109	-7	-6%	$131M
77	77 Jumia Technologies JMIA $827M	109	-12	-10%	$44.5M
78	78 CarParts.com PRTS $60.8M	108	-7	-6%	$177M
79	79 DELISTED Udemy UDMY	108	+5	+5%	$1.13B
80	80 ThredUp TDUP $315M	106	+17	+19%	$256M
81	81 Riskified RSKD $1.07B	103	+17	+20%	$298M
82	82 DELISTED TrueCar TRUE	101	-4	-4%	$151M
83	83 Groupon GRPN $728M	99	+3	+3%	$312M
84	84 Purple Innovation PRPL $8.81M	98	-11	-10%	$161M
85	85 Klaviyo KVYO $5.17B	96	+96	–	$2.62B
86	86 NerdWallet NRDS $632M	95	-11	-10%	$245M
87	LOGC 87 DELISTED ContextLogic LOGC	94	+1	+1%	$40.8M
88	88 Angi Inc ANGI $261M	93	-11	-11%	$117M
89	89 BARK BARK $70.7M	92	+6	+7%	$66.5M
90	90 Lands' End LE $303M	92	-9	-9%	$75.6M
91	91 DHI Group DHX $216M	90	0	0%	$101M
92	92 Vroom Inc VRM $46.3M	90	-6	-6%	$58M
93	93 MediaAlpha MAX $595M	89	-5	-5%	$342M
94	94 ODDITY Tech ODD $1.05B	87	+87	–	$975M
95	95 EverQuote EVER $745M	85	-10	-11%	$145M
96	DADA 96 DELISTED Dada Nexus DADA	81	-15	-16%	$292M
97	97 Rent the Runway RENT $60.1M	79	-2	-2%	$26.8M
98	98 Baozun BZUN $206M	75	-3	-4%	$52.1M
99	99 Hagerty HGTY $1.7B	74	+7	+10%	$569M
100	100 Duluth Holdings DLTH $148M	73	-6	-8%	$52.8M