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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 Groupon GRPN $722M	120	+12	+11%	$273M
77	77 Lands' End LE $287M	119	0	0%	$176M
78	78 Outdoor Holding Co POWW $260M	118	-12	-9%	$46.8M
79	79 ODDITY Tech ODD $998M	116	-15	-11%	$1.62B
80	80 NerdWallet NRDS $610M	113	+5	+5%	$340M
81	81 BARK BARK $67.8M	104	+6	+6%	$83.2M
82	82 DELISTED TrueCar TRUE	103	+3	+3%	$241M
83	83 EMQQ The Emerging Markets Internet & Ecommerce ETF EMQQ $237M	101	-1	-1%	$146M
84	84 Atour Lifestyle Holdings ATAT $4.44B	100	+23	+30%	$1.41B
85	85 Riskified RSKD $1.07B	99	-5	-5%	$312M
86	LOGC 86 DELISTED ContextLogic LOGC	96	-5	-5%	$64.3M
87	87 PetMed Express PETS $26M	93	-24	-21%	$35M
88	88 Angi Inc ANGI $248M	92	-9	-9%	$132M
89	89 ThredUp TDUP $289M	91	-9	-9%	$46M
90	SBDS 90 DELISTED Solo Brands Inc SBDS	90	0	0%	$89.9M
91	91 Torrid Holdings CURV $237M	87	+34	+64%	$337M
92	92 eHealth EHTH $19.5M	87	-28	-24%	$72.7M
93	93 DELISTED WM TECHNOLOGY INC A MAPS	86	+3	+4%	$30.1M
94	94 Purple Innovation PRPL $8.28M	86	+1	+1%	$78.9M
95	95 DELISTED GETTY IMAGES HLDGS INC A GETY	84	+11	+15%	$443M
96	96 VTEX VTEX $671M	82	0	0%	$420M
97	97 Hagerty HGTY $1.66B	79	+5	+7%	$752M
98	98 1stdibs.com DIBS $133M	78	+2	+3%	$71.4M
99	99 Baozun BZUN $195M	67	0	0%	$42.5M
100	DADA 100 DELISTED Dada Nexus DADA	66	-2	-3%	$47M