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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
251
Royal London Asset Management
Royal London Asset Management
United Kingdom
$103M -$1.61M 4 0.19% Reduced
252
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$103M -$449K 6 0.33% Reduced
253
Daiwa Securities Group
Daiwa Securities Group
Japan
$103M +$40.7M 6 0.2% Increased
254
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$103M -$92.4M 3 0.15% Reduced
255
Corient Private Wealth
Corient Private Wealth
Florida
$102M -$13.2M 6 0.14% Reduced
256
Davenport & Co
Davenport & Co
Virginia
$100M -$331K 5 0.49% Reduced
257
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$99.9M +$4.49M 5 0.1% Increased
258
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$99.4M +$7.21M 2 0.23% Increased
259
William Blair Investment Management
William Blair Investment Management
Illinois
$99.3M -$7.62M 3 0.3% Reduced
260
CIBC World Market
CIBC World Market
Ontario, Canada
$98.6M -$5.85M 4 0.16% Reduced
261
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$97.6M -$8.77M 5 0.26% Reduced
262
Coatue Management
Coatue Management
New York
$96.8M -$4.47M 1 0.2% Reduced
263
Congress Asset Management
Congress Asset Management
Massachusetts
$96.8M -$4.01M 1 0.6% Reduced
264
DZ Bank
DZ Bank
Germany
$96.8M +$43.3M 5 0.07% Increased
265
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$96.7M +$16.4M 7 0.14% Increased
266
Savant Capital
Savant Capital
Illinois
$95.4M +$44M 4 0.28% Increased
267
SCM
Shapiro Capital Management
Georgia
$94.1M +$33.8M 2 5.71% Increased
268
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$93.6M +$3.33M 7 0.09% Increased
269
BCIM
Black Creek Investment Management
Ontario, Canada
$93M +$83.8M 1 5.22% Increased
270
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$92.8M -$15.9M 3 0.24% Reduced
271
Pathstone Holdings
Pathstone Holdings
New Jersey
$92.5M +$3.65M 5 0.27% Increased
272
Greenoaks Capital Partners
Greenoaks Capital Partners
California
$92.3M $0 1 3.91% Maintained
273
ACM
Ashe Capital Management
New Jersey
$91.5M +$37.8M 1 9.82% Increased
274
DnB Asset Management
DnB Asset Management
Norway
$91.4M +$22.9M 6 0.26% Increased
275
LBP AM
LBP AM
France
$90.8M +$2.91M 3 0.91% Increased