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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
376	Orbis Allan Gray Hamilton, Bermuda	$49.2M	-$117M	1	0.17%	Reduced
377	Blackstone Inc New York	$49.1M	-$14.1M	3	0.13%	Reduced
378	Group One Trading Chicago, Illinois	$48.8M	+$20.9M	7	0.07%	Increased
379	Capitolis Liquid Global Markets New York	$48.6M	+$1.08M	2	0.21%	Increased
380	Danica Pension Livsforsikrings Copenhagen V,	$48.3M	-$1.61M	2	0.77%	Reduced
381	Xponance Philadelphia, Pennsylvania	$48.2M	-$13.8M	6	0.3%	Reduced
382	QRG Capital Management Chicago, Illinois	$47.7M	+$4.68M	4	0.39%	Increased
383	Lone Pine Capital Greenwich, Connecticut	$47.4M	+$43.5M	1	0.29%	New
384	J. Safra Sarasin Holding	$47.4M	+$7.78M	5	0.68%	Increased
385	Tudor Investment Corp Stamford, Connecticut	$47.3M	-$26.3M	4	0.07%	Reduced
386	PensionDanmark Copenhagen O, Denmark	$46.5M	-$48.8M	3	0.39%	Reduced
387	Tocqueville Asset Management New York	$46.5M	+$7.64M	1	0.61%	Increased
388	Thornburg Investment Management Santa Fe, New Mexico	$46.3M	+$11.1M	2	0.44%	Increased
389	Associated Banc-Corp Green Bay, Wisconsin	$46.3M	+$734K	1	1.1%	Increased
390	M&T Bank Buffalo, New York	$45.9M	-$1.09M	4	0.13%	Reduced
391	Skye Global Management West Palm Beach, Florida	$45.9M	+$2.55M	2	0.89%	Increased
392	LCI L1 Capital International Sydney NSW 2000, Australia	$45.8M	-$1.64M	1	2.68%	Reduced
393	Primecap Management Pasadena, California	$45.5M	-$7.31M	2	0.03%	Reduced
394	SAM Scopus Asset Management New York	$45.4M	-$14.9M	1	0.64%	Reduced
395	Empowered Funds Havertown, Pennsylvania	$45M	-$1.93M	5	0.24%	Reduced
396	AssetMark Inc Concord, California	$44.9M	-$1.63M	6	0.08%	Reduced
397	Fiera Capital (Canada) Montreal, Quebec, Canada	$44.5M	-$9.11M	2	0.16%	Reduced
398	Centiva Capital New York	$44.4M	-$6.59M	4	0.39%	Reduced
399	CIA Capital Impact Advisors Boston, Massachusetts	$44.4M	+$31M	1	2.49%	Increased
400	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$44.1M	+$2.55M	7	0.13%	Increased