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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
426	SCP Sandhill Capital Partners Buffalo, New York	$38M	-$3.52M	1	3.09%	Reduced
427	Banco Santander Madrid, Spain	$38M	+$878K	3	0.24%	Increased
428	Annex Advisory Services Brookfield, Wisconsin	$37.9M	-$822K	1	0.65%	Reduced
429	Macquarie Group Sydney, NSW 2000, Australia	$37.9M	+$3.03M	4	0.16%	Increased
430	Bartlett & Co Wealth Management Cincinnati, Ohio	$37.8M	-$4.43M	2	0.47%	Reduced
431	IHL Investment House LLC Redondo Beach, California	$37.8M	-$2.1M	3	1.71%	Reduced
432	Jain Global New York	$37.7M	+$13M	4	0.15%	Increased
433	Cresset Asset Management Chicago, Illinois	$37.6M	-$968K	4	0.14%	Reduced
434	VanEck Associates New York	$37.6M	-$15.8M	5	0.02%	Reduced
435	SL Summitry LLC Foster City, California	$37.5M	+$37.8M	1	1.23%	Increased
436	MN Services Vermogensbeheer The Hague, Netherlands	$37.5M	-$35.8M	1	0.28%	Reduced
437	NCM Nellore Capital Management Redwood City, California	$37.2M	-$2.41M	1	4.13%	Reduced
438	Advisors Asset Management Monument, Colorado	$36.9M	+$5.06M	6	0.56%	Increased
439	OFI Invest Asset Management Paris, France	$36.8M	-$821K	1	0.37%	Reduced
440	Oppenheimer Asset Management New York	$36.5M	+$728K	4	0.38%	Increased
441	ACG Ampersand Capital Group Burlingame, California	$36.4M	+$9.75M	1	16.43%	Increased
442	Andra AP-fonden Goteborg, Sweden	$36.3M	-$24.2M	4	0.42%	Reduced
443	Armistice Capital New York	$35.9M	-$1.53M	1	0.44%	Reduced
444	LGT Group Foundation Vaduz, Liechtenstein	$35.9M	+$8.26M	1	0.41%	Increased
445	Steward Partners Investment Advisory New York	$35.6M	-$49.4M	6	0.18%	Reduced
446	O'Shaughnessy Asset Management Stamford, Connecticut	$35.5M	-$7.19M	6	0.16%	Reduced
447	LCG Luxor Capital Group New York	$35.3M	-$15.9M	1	1.4%	Reduced
448	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$35.2M	-$1.54M	4	0.24%	Reduced
449	AAM AMI Asset Management Los Angeles, California	$35.1M	+$13.5M	1	2.02%	Increased
450	Patient Capital Management Baltimore, Maryland	$35.1M	-$641K	1	1.15%	Reduced