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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	4,518	-33	-0.7%	$1.55T
2	2 Amazon AMZN $2.74T	4,159	+36	+0.9%	$645B
3	3 Walmart Inc WMT $922B	2,852	+45	+2%	$131B
4	4 United Parcel Service UPS $81.5B	2,261	+30	+1%	$100B
5	5 Alibaba BABA $277B	1,248	+77	+7%	$36.8B
6	6 Uber UBER $142B	1,183	+66	+6%	$48.5B
7	7 Shopify SHOP $222B	1,026	+54	+6%	$36.9B
8	8 W.W. Grainger GWW $62.7B	1,001	+49	+5%	$25B
9	9 Mercado Libre MELI $93.2B	970	+105	+12%	$53.8B
10	10 eBay EBAY $52B	906	-12	-1%	$20.6B
11	11 Copart CPRT $24.3B	897	+37	+4%	$28.8B
12	12 Etsy ETSY $7.61B	720	-43	-6%	$13.6B
13	13 CoStar Group CSGP $12.2B	692	-10	-1%	$26.8B
14	14 Williams-Sonoma WSM $28.6B	608	-6	-1%	$8.03B
15	15 Sea Limited SE $58.4B	594	+69	+13%	$27.2B
16	16 JD.com JD $36B	510	-48	-9%	$9.39B
17	17 Pinduoduo PDD $116B	467	+18	+4%	$26B
18	18 RB Global RBA $16.3B	456	+103	+29%	$9.15B
19	19 GXO Logistics GXO $5.26B	448	+19	+4%	$5.43B
20	20 DoorDash DASH $79.7B	417	+6	+1%	$18.8B
21	21 Zillow Z $6.37B	404	+12	+3%	$7.4B
22	22 News Corp Class A NWSA $15.9B	403	-12	-3%	$6.61B
23	23 Chewy CHWY $8.37B	387	+1	+0.3%	$15.6B
24	24 Coupang CPNG $25.9B	360	-15	-4%	$20.1B
25	25 Vipshop VIPS $6.11B	317	+29	+10%	$4.67B