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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
326
Maple Rock Capital Partners
Maple Rock Capital Partners
Ontario, Canada
$68M -$10.5M 1 1.33% Reduced
327
Resona Asset Management
Resona Asset Management
Japan
$67.7M -$12.1M 4 0.32% Reduced
328
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$67.4M -$17.3M 3 0.58% Reduced
329
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$67.1M +$1.59M 3 0.73% Increased
330
GGHC
Gilder Gagnon Howe & Co
New York
$66.3M +$54.1M 1 0.68% Increased
331
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$66.3M +$2.63M 4 0.17% Increased
332
Commerce Bank
Commerce Bank
Missouri
$64.9M -$5.57M 2 0.29% Reduced
333
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$63.2M +$12.5M 3 0.4% Increased
334
TCTC Holdings
TCTC Holdings
Texas
$62.6M +$305K 1 1.64% Increased
335
Carmignac Gestion
Carmignac Gestion
France
$62.3M +$1.25M 1 0.81% Increased
336
SPC
Stony Point Capital
New York
$61.7M +$1.77M 1 4.01% Increased
337
Czech National Bank
Czech National Bank
Czech Republic
$61.7M +$2.36M 2 0.34% Increased
338
Fisher Asset Management
Fisher Asset Management
Washington
$61.7M -$1.73M 2 0.02% Reduced
339
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$61.5M +$80K 2 0.31% Increased
340
MetLife Investment Management
MetLife Investment Management
New Jersey
$61.4M -$7.98M 6 0.28% Reduced
341
Evergreen Capital Management
Evergreen Capital Management
Washington
$61M +$41.6M 6 1.07% Increased
342
Oaktree Capital Management
Oaktree Capital Management
California
$60.9M +$55.9M 1 0.85% New
343
Ossiam
Ossiam
France
$59.9M -$28.4M 4 0.8% Reduced
344
Guggenheim Capital
Guggenheim Capital
Illinois
$59.9M +$3.21M 4 0.38% Increased
345
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$58.8M +$13.7M 4 0.37% Increased
346
GQG Partners
GQG Partners
Florida
$58.8M +$67.9M 2 0.11% New
347
Flossbach Von Storch
Flossbach Von Storch
Germany
$58.6M +$6.45M 2 0.27% Increased
348
BGC
Blue Grotto Capital
Georgia
$57.7M +$40.3M 1 4.82% Increased
349
UniSuper Management
UniSuper Management
Australia
$57.4M +$6.3M 3 0.3% Increased
350
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$57.3M -$1.57M 3 0.25% Reduced