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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
301	Comgest Global Investors Paris, France	$75.3M	-$3.25M	1	1.66%	Reduced
302	Raiffeisen Bank International Vienna, Austria	$74.9M	+$18.4M	4	0.88%	Increased
303	Exchange Traded Concepts Oklahoma City, Oklahoma	$74.8M	+$25.6M	7	0.34%	Increased
304	Cambiar Investors Denver, Colorado	$74.4M	+$2.49M	2	3.23%	Increased
305	Westfield Capital Management Boston, Massachusetts	$74.1M	-$6.97M	1	0.24%	Reduced
306	Williams Jones Wealth Management New York	$74M	-$9.47M	1	0.83%	Reduced
307	SCM Spyglass Capital Management San Francisco, California	$73.5M	+$16.6M	1	3.98%	Increased
308	AIA Group Hong Kong	$73.3M	+$7.25M	2	0.92%	Increased
309	NPCM North Peak Capital Management New York	$72.3M	+$12.7M	1	8.04%	Increased
310	Bank of Nova Scotia Toronto, Ontario, Canada	$71.6M	-$28.8M	2	0.11%	Reduced
311	CIBC Asset Management Toronto, Ontario, Canada	$71.4M	-$1.05M	5	0.16%	Reduced
312	Vontobel Holding Zurich, Switzerland	$71.2M	-$35.3M	6	0.23%	Reduced
313	RC RDST Capital Seattle, Washington	$71.1M	+$2.58M	1	5.89%	Increased
314	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$70.8M	+$1.8M	4	0.48%	Increased
315	TCA Teewinot Capital Advisers New York	$70.8M	-$6.7M	1	5.12%	Reduced
316	STRS Ohio Columbus, Ohio	$70.6M	-$17.9M	4	0.26%	Reduced
317	Creative Planning Overland Park, Kansas	$70.5M	+$140K	7	0.04%	Increased
318	First Pacific Advisors El Segundo, California	$70.5M	+$493K	1	0.87%	Increased
319	Perpetual Ltd Sydney, New South Wales, Australia	$70.3M	-$11.5M	2	1%	Reduced
320	Davidson Kempner Capital Management New York	$70.1M	+$28M	2	0.83%	Increased
321	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$70.1M	-$1.61M	3	0.32%	Reduced
322	GFM GCQ Funds Management Sydney, Australia	$69.9M	-$37M	2	9.7%	Reduced
323	GIG Goodnow Investment Group Darien, Connecticut	$69.9M	+$3.87M	1	7.25%	Increased
324	Lansforsakringar Fondforvaltning Stockholm, Sweden	$69.5M	-$12.2M	5	0.31%	Reduced
325	TimesSquare Capital Management New York	$68.2M	+$215K	1	1%	Increased