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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
276
1832 Asset Management
1832 Asset Management
Ontario, Canada
$90.6M +$18.6M 4 0.05% Increased
277
TLA
Tree Line Advisors
Hong Kong
$90.1M $0 1 25.65% Maintained
278
Evercore Wealth Management
Evercore Wealth Management
New York
$88M +$4.66M 1 1.25% Increased
279
Chicago Capital
Chicago Capital
Illinois
$87.6M -$7.24M 1 2.11% Reduced
280
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$86M -$11.5M 5 0.29% Reduced
281
Calamos Advisors
Calamos Advisors
Illinois
$85.4M -$30.5M 2 0.28% Reduced
282
ARK Investment Management
ARK Investment Management
Florida
$85.3M +$4.33M 2 0.55% Increased
283
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$83.7M $0 5 0.14% Maintained
284
AustralianSuper
AustralianSuper
Australia
$83.7M +$57.4M 2 0.36% Increased
285
BCM
Bienville Capital Management
New York
$83.4M +$18.9M 3 11.12% Increased
286
NEOS Investment Management
NEOS Investment Management
Connecticut
$82.8M +$9.96M 2 0.31% Increased
287
IMC Chicago
IMC Chicago
Illinois
$80.4M +$43.4M 5 0.02% Increased
288
Mediolanum International Funds
Mediolanum International Funds
Ireland
$80.3M +$26.2M 4 0.69% Increased
289
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$80M -$3.06M 3 3.37% Reduced
290
Osaic Holdings
Osaic Holdings
Arizona
$79.7M +$11.5M 7 0.09% Increased
291
Voloridge Investment Management
Voloridge Investment Management
Florida
$79.2M +$8.15M 1 0.34% Increased
292
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$78.9M -$8.41M 5 0.38% Reduced
293
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$78.8M +$73M 6 0.15% Increased
294
MML Investors Services
MML Investors Services
Massachusetts
$78.3M +$7.69M 6 0.16% Increased
295
Nykredit A/S
Nykredit A/S
Denmark
$77.8M +$75.2M 5 0.3% New
296
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$76.7M -$19.8M 3 0.37% Reduced
297
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$76.4M +$3.74M 2 0.99% Increased
298
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$76M +$81.2M 3 0.03% Increased
299
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$75.7M +$27.6M 1 1.42% Increased
300
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$75.5M +$6.02M 2 0.97% Increased