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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
1	1 Apple AAPL $5.01T	4,340	+9	+0.2%	$1.3T
2	2 Amazon AMZN $2.74T	4,078	+36	+0.9%	$701B
3	3 Walmart Inc WMT $922B	2,601	-19	-0.7%	$113B
4	4 United Parcel Service UPS $81.5B	2,127	-20	-0.9%	$83.8B
5	5 Alibaba BABA $277B	1,140	-165	-13%	$29.5B
6	6 Uber UBER $142B	1,103	+56	+5%	$38.9B
7	7 W.W. Grainger GWW $62.7B	888	+28	+3%	$18.1B
8	8 Shopify SHOP $222B	884	-81	-8%	$19.6B
9	9 eBay EBAY $52B	883	-47	-5%	$17.3B
10	10 Mercado Libre MELI $93.2B	848	+14	+2%	$33.6B
11	11 Copart CPRT $24.3B	824	+2	+0.2%	$20.6B
12	12 Etsy ETSY $7.61B	699	+31	+5%	$12.1B
13	13 CoStar Group CSGP $12.2B	633	+43	+7%	$28B
14	14 Williams-Sonoma WSM $28.6B	617	+5	+0.8%	$7.91B
15	15 JD.com JD $36B	546	-35	-6%	$12B
16	16 Sea Limited SE $58.4B	527	-67	-11%	$17.8B
17	17 Pinduoduo PDD $116B	411	+18	+5%	$19.2B
18	18 GXO Logistics GXO $5.26B	408	-55	-12%	$3.73B
19	19 News Corp Class A NWSA $15.9B	401	-15	-4%	$5.62B
20	20 DoorDash DASH $79.7B	396	0	0%	$14.1B
21	21 Zillow Z $6.37B	386	-6	-2%	$4.71B
22	22 Chewy CHWY $8.37B	359	-4	-1%	$12.9B
23	23 Coupang CPNG $25.9B	335	+18	+6%	$21.3B
24	24 Wayfair W $14.4B	320	-8	-2%	$3.08B
25	25 RB Global RBA $16.3B	316	+10	+3%	$5.75B