← All themes E-Commerce

Food Delivery

Food delivery platforms connect restaurants and grocers to couriers and customers, and have widened into general local delivery. Order density within a given area is what turns the model profitable.

12 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
226	ABN AMRO Investment Solutions Paris Cedex 008,	$120M	+$57.3M	5	1.04%	Increased
227	Qube Research & Technologies (QRT) London, United Kingdom	$116M	-$16.8M	3	0.11%	Reduced
228	ARAM Ardmore Road Asset Management New York	$114M	-$17.8M	4	6.71%	Reduced
229	Eurizon Capital SGR SpA Milan,	$114M	-$26.7M	5	0.31%	Reduced
230	Retirement Systems of Alabama Montgomery, Alabama	$114M	-$2.71M	5	0.34%	Reduced
231	Squarepoint New York	$114M	-$137M	6	0.13%	Reduced
232	Cerity Partners New York	$113M	+$4.73M	6	0.14%	Increased
233	DSM Capital Partners Palm Beach Gardens, Florida	$113M	-$45.7M	1	1.93%	Reduced
234	Allianz Asset Management Munich, Germany	$111M	-$56M	4	0.09%	Reduced
235	Antipodes Partners Royal Exchange, Australia	$111M	+$608K	2	2.04%	Increased
236	HighTower Advisors Chicago, Illinois	$111M	+$9.16M	7	0.11%	Increased
237	ProShare Advisors Bethesda, Maryland	$110M	-$21M	6	0.16%	Reduced
238	Scotia Capital Toronto, Ontario, Canada	$109M	+$9.3M	4	0.41%	Increased
239	Tidal Investments Milwaukee, Wisconsin	$109M	+$15.8M	6	0.19%	Increased
240	Acadian Asset Management Boston, Massachusetts	$109M	-$31M	5	0.13%	Reduced
241	Rathbones Group Liverpool, United Kingdom	$109M	+$14.1M	3	0.4%	Increased
242	KBC Group Brussels, Belgium	$108M	-$153M	7	0.23%	Reduced
243	Asset Management One Tokyo, Japan	$107M	-$8.48M	4	0.27%	Reduced
244	Meitav Investment House Bene-Beraq, Israel	$107M	+$37.1M	1	0.72%	Increased
245	Capital Advisors Inc Tulsa, Oklahoma	$106M	+$12.3M	3	1.56%	Increased
246	Mackenzie Financial Toronto Ontario, Ontario, Canada	$106M	+$52M	6	0.11%	Increased
247	DFO Duquesne Family Office New York	$105M	$0	1	2.02%	Maintained
248	NZS Capital Denver, Colorado	$105M	+$4.59M	2	2.72%	Increased
249	Chevy Chase Trust Bethesda, Maryland	$105M	-$2.55M	2	0.27%	Reduced
250	USS Investment Management London, United Kingdom	$105M	+$29.1M	4	0.38%	Increased