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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
26	Wellington Management Group Boston, Massachusetts	$1.84B	-$95.4M	5	0.32%	Reduced
27	Legal & General Group London, United Kingdom	$1.64B	-$153M	7	0.34%	Reduced
28	NMO Newlands Management Operations Dallas, Texas	$1.6B	$0	2	9.67%	Maintained
29	UBS AM Chicago, Illinois	$1.52B	-$252M	7	0.28%	Reduced
30	SB Investment Advisers (UK) London, United Kingdom	$1.51B	$0	1	19.77%	Maintained
31	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.49B	-$114M	7	0.43%	Reduced
32	D1 Capital Partners New York	$1.47B	-$231M	3	4.23%	Reduced
33	Bank of New York Mellon New York	$1.44B	+$19.8M	7	0.24%	Increased
34	Vanguard Fiduciary Trust Malvern, Pennsylvania	$1.28B	-$28.1M	4	0.28%	Reduced
35	Schroder Investment Management Group London, United Kingdom	$1.23B	+$130M	5	0.87%	Increased
36	Tiger Global Management New York	$1.22B	-$255M	4	5.11%	Reduced
37	Royal Bank of Canada Toronto, Ontario, Canada	$1.2B	-$31.2M	8	0.18%	Reduced
38	Temasek Holdings Singapore	$1.19B	+$40.6M	2	3.19%	Increased
39	Amundi Paris, France	$1.16B	-$76.7M	5	0.28%	Reduced
40	Victory Capital Management San Antonio, Texas	$1.11B	+$98.5M	5	0.62%	Increased
41	Artisan Partners Milwaukee, Wisconsin	$1.08B	+$72.6M	3	1.71%	Increased
42	Dimensional Fund Advisors Austin, Texas	$1.04B	+$189M	8	0.19%	Increased
43	Nuveen Charlotte, North Carolina	$1.03B	-$87.8M	7	0.25%	Reduced
44	Ameriprise Minneapolis, Minnesota	$1.01B	-$2.84M	6	0.2%	Reduced
45	Mitsubishi UFJ Asset Management Tokyo, Japan	$990M	+$12.8M	7	0.55%	Increased
46	T. Rowe Price Investment Management Baltimore, Maryland	$989M	+$44.3M	2	0.65%	Increased
47	Fidelity International Hamilton, Bermuda	$943M	+$191M	5	0.68%	Increased
48	Marshall Wace London, United Kingdom	$904M	+$184M	7	0.71%	Increased
49	HSBC Holdings London, United Kingdom	$857M	+$116M	6	0.36%	Increased
50	Boston Partners Boston, Massachusetts	$852M	+$109M	3	0.76%	Increased