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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
351	INTECH Investment Management West Palm Beach, Florida	$57.3M	-$13.4M	6	0.53%	Reduced
352	Fifth Third Bancorp Cincinnati, Ohio	$56.9M	-$2.66M	6	0.09%	Reduced
353	HRT Financial New York	$56.7M	+$30.2M	3	0.1%	Increased
354	Arizona State Retirement System Phoenix, Arizona	$56.6M	-$4.2M	4	0.28%	Reduced
355	Sustainable Growth Advisers Stamford, Connecticut	$55.7M	-$24.6M	2	0.55%	Reduced
356	PCP Polunin Capital Partners London, United Kingdom	$55.5M	+$58M	1	13.62%	New
357	TFP Triple Frond Partners San Francisco, California	$55.4M	+$49.6M	1	4.94%	New
358	PNC Financial Services Group Pittsburgh, Pennsylvania	$55.2M	+$1.62M	7	0.03%	Increased
359	Nissay Asset Management Tokyo, Japan	$55M	-$18.9K	4	0.23%	Reduced
360	LPPL Loftus Peak Pty Ltd Sydney, Australia	$54.7M	+$53.3M	2	7.44%	New
361	IFM Investors Melbourne, Australia	$54.3M	+$1.72M	4	0.36%	Increased
362	Truist Financial Charlotte, North Carolina	$54.3M	-$5.14M	6	0.06%	Reduced
363	HIM HughesLittle Investment Management Vancouver,	$53.1M	+$455K	1	9.21%	Increased
364	Swiss Life Asset Management Zurich,	$53.1M	-$17.7M	5	0.22%	Reduced
365	LFCM Long Focus Capital Management San Juan, Puerto Rico	$52.8M	$0	2	1.35%	Maintained
366	Soros Fund Management New York	$52.6M	-$3.31M	2	0.65%	Reduced
367	OCAM Owl Creek Asset Management New York	$52.6M	+$49.7M	3	4.35%	New
368	SEB Asset Management Stockholm,	$52.2M	-$3.12M	4	0.2%	Reduced
369	IEQ Capital Foster City, California	$51.8M	-$18.2M	6	0.24%	Reduced
370	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$51.2M	+$18.3M	2	1.67%	Increased
371	Commonwealth Equity Services Waltham, Massachusetts	$50.9M	-$2.63M	7	0.06%	Reduced
372	CIBC Bancorp USA Chicago, Illinois	$50.6M	+$806K	2	0.06%	Increased
373	FFM Fisher Funds Management Auckland, New Zealand	$49.6M	-$7.35M	1	1.41%	Reduced
374	SC Syon Capital San Francisco, California	$49.6M	+$709K	4	2.16%	Increased
375	Peregrine Capital Management Minneapolis, Minnesota	$49.4M	-$416K	1	1.61%	Reduced