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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 Ranpak Holdings PACK $296M	116	+1	+0.9%	$413M
77	77 EMQQ The Emerging Markets Internet & Ecommerce ETF EMQQ $237M	111	-1	-0.9%	$146M
78	78 CarParts.com PRTS $58M	107	-1	-0.9%	$131M
79	LOGC 79 DELISTED ContextLogic LOGC	106	+12	+13%	$66.9M
80	80 ThredUp TDUP $289M	106	0	0%	$140M
81	81 Groupon GRPN $722M	105	+6	+6%	$263M
82	82 NerdWallet NRDS $610M	104	+9	+9%	$440M
83	83 Lands' End LE $287M	103	+11	+12%	$92.2M
84	84 Klaviyo KVYO $4.84B	102	+6	+6%	$2.07B
85	85 Riskified RSKD $1.07B	98	-5	-5%	$328M
86	86 Angi Inc ANGI $248M	97	+4	+4%	$156M
87	87 EverQuote EVER $726M	97	+12	+14%	$255M
88	88 DELISTED TrueCar TRUE	95	-6	-6%	$250M
89	89 ODDITY Tech ODD $998M	92	+5	+6%	$1.68B
90	90 MediaAlpha MAX $564M	91	+2	+2%	$471M
91	91 Purple Innovation PRPL $8.28M	87	-11	-11%	$84.8M
92	DADA 92 DELISTED Dada Nexus DADA	86	+5	+6%	$199M
93	93 BARK BARK $67.8M	83	-9	-10%	$40.1M
94	94 Vroom Inc VRM $46.8M	79	-11	-12%	$28.4M
95	95 Rent the Runway RENT $58M	78	-1	-1%	$19.9M
96	96 VTEX VTEX $671M	78	+11	+16%	$328M
97	97 DHI Group DHX $213M	77	-13	-14%	$86.1M
98	98 Duluth Holdings DLTH $151M	77	+4	+5%	$40.8M
99	99 1stdibs.com DIBS $133M	76	+5	+7%	$90.4M
100	100 Baozun BZUN $195M	75	0	0%	$43.5M