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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
401	Amalgamated Bank New York	$43.9M	-$8M	3	0.3%	Reduced
402	Dana Investment Advisors Waukesha, Wisconsin	$43.9M	+$4.78M	2	1.14%	Increased
403	SP SIH Partners Wilmington, Delaware	$43.7M	-$50.9M	3	0.28%	Reduced
404	Polen Capital Management Boca Raton, Florida	$43.4M	-$173M	2	0.37%	Reduced
405	Rakuten Investment Management Tokyo, Japan	$43.3M	+$3.55M	3	0.13%	Increased
406	BWC Blue Whale Capital London, United Kingdom	$42.9M	-$13.8M	1	1.36%	Reduced
407	DAM Deltec Asset Management New York	$42.4M	+$16.6M	3	6.26%	Increased
408	ZWJ Investment Counsel Atlanta, Georgia	$42.2M	+$12.2M	1	1.37%	Increased
409	MC Maplelane Capital New York	$42.1M	-$23.9M	2	0.76%	Reduced
410	Rafferty Asset Management New York	$41.7M	+$9.53M	3	0.1%	Increased
411	Zevenbergen Capital Investments Edmonds, Washington	$41.4M	-$15.2M	1	0.95%	Reduced
412	Police & Firemen's Retirement System of New Jersey Trenton, New Jersey	$41.2M	-$1.36M	6	0.31%	Reduced
413	Clark Capital Management Group Philadelphia, Pennsylvania	$41M	+$34M	3	0.22%	Increased
414	Groupe la Francaise Paris, France	$40.3M	-$6.33M	2	0.48%	Reduced
415	Mercer Global Advisors Denver, Colorado	$39.8M	+$866K	7	0.05%	Increased
416	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$39.6M	+$8.32M	6	0.02%	Increased
417	British Columbia Investment Management Victoria, British Columbia, Canada	$39.6M	-$18.6M	3	0.25%	Reduced
418	Los Angeles Capital Management Los Angeles, California	$39.6M	+$5.11M	6	0.15%	Increased
419	DF Dent & Co Baltimore, Maryland	$39.3M	-$15.4M	1	0.75%	Reduced
420	KCM Kensico Capital Management Greenwich, Connecticut	$39.2M	-$123M	1	0.67%	Reduced
421	Ruffer LLP London, United Kingdom	$39.1M	+$45.3M	1	1.38%	New
422	Vident Advisory Alpharetta, Georgia	$39M	+$363K	6	0.28%	Increased
423	Vinva Investment Management Sydney, Australia	$38.9M	+$7.76M	3	0.26%	Increased
424	Varma Mutual Pension Insurance Co Helsinki, Finland	$38.2M	-$2.07M	3	0.2%	Reduced
425	LBW Landesbank Baden-Wuerttemberg Stuttgart Baden-Wuerttemberg, Germany	$38.2M	+$589K	1	14.21%	Increased