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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
Columbus Circle Investors
Columbus Circle Investors
$7.29M -$3.69M 1 0.12% Reduced
227
JCM
JS Capital Management
New York
$7.29M +$7.01M 1 3.51% New
228
Contrarius Investment Management
Contrarius Investment Management
Jersey
$7.24M -$11.9M 1 0.48% Reduced
229
Nomura Asset Management
Nomura Asset Management
Japan
$7.24M +$3.9M 1 0.1% Increased
230
Chevy Chase Trust
Chevy Chase Trust
Maryland
$7.17M +$101K 1 0.03% Increased
231
Jane Street
Jane Street
New York
$7.02M +$1.17M 2 0.02% Increased
232
KCM
Keywise Capital Management
Cayman Islands
$6.68M +$5.84M 1 3.65% Increased
233
Calamos Advisors
Calamos Advisors
Illinois
$6.65M +$6.4M 1 0.05% New
234
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$6.64M -$283K 1 0.01% Reduced
235
Paloma Partners
Paloma Partners
Connecticut
$6.64M +$4.45M 3 0.08% Increased
236
NI
Nepsis Inc
Minnesota
$6.62M -$1.64M 1 3.27% Reduced
237
William Blair & Company
William Blair & Company
Illinois
$6.53M +$1.23M 2 0.05% Increased
238
CCM
Concourse Capital Management
Georgia
$6.42M +$1.08M 1 3.62% Increased
239
TCM
TCS Capital Management
New York
$6.28M +$6.04M 1 3.26% New
240
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$6.2M -$1.25M 1 0.15% Reduced
241
Boston Advisors
Boston Advisors
Massachusetts
$6.13M +$5.83M 1 0.14% New
242
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$6.12M +$79.2K 2 0.02% Increased
243
ID
Integral Derivatives
New York
$6.04M +$555K 1 0.12% Increased
244
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$5.92M -$576K 1 0.08% Reduced
245
Geneva Advisors
Geneva Advisors
Illinois
$5.86M +$3.26M 2 0.1% Increased
246
SCA
Summit Creek Advisors
Minnesota
$5.8M -$392K 1 1.2% Reduced
247
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$5.8M -$177K 1 0.05% Reduced
248
Shell Asset Management
Shell Asset Management
Netherlands
$5.71M -$84.3K 1 0.12% Reduced
249
Natixis
Natixis
France
$5.68M +$1.47M 1 0.06% Increased
250
Global X Management Company
Global X Management Company
New York
$5.62M -$410K 2 0.18% Reduced