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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	Capital World Investors Los Angeles, California	$197M	-$26.5M	1	0.05%	Reduced
27	JP Morgan Chase New York	$195M	+$122M	2	0.05%	Increased
28	Caledonia Investments (Australia) Sydney NSW, Australia	$178M	+$28.4M	1	13.44%	Increased
29	KM Kylin Management New York	$174M	+$17M	1	18.87%	Increased
30	Waddell & Reed Financial Overland Park, Kansas	$161M	-$40.5M	2	0.23%	Reduced
31	GTP Global Thematic Partners New York	$139M	-$22.8M	2	1.85%	Reduced
32	AllianceBernstein Nashville, Tennessee	$126M	+$75.8M	2	0.1%	Increased
33	IL Investure LLC Charlottesville, Virginia	$123M	+$103M	1	23.55%	Increased
34	Jericho Capital Asset Management New York	$122M	-$27.7M	1	7.61%	Reduced
35	MGM Miura Global Management New York	$122M	-$68.3M	1	7.42%	Reduced
36	Wellington Management Group Boston, Massachusetts	$121M	+$28.5M	2	0.03%	Increased
37	Vanguard Group Malvern, Pennsylvania	$118M	+$11.6M	1	0.01%	Increased
38	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$111M	+$29M	2	0.36%	Increased
39	TM Tiger Management New York	$108M	+$93.4M	2	15.25%	Increased
40	HCM Hitchwood Capital Management New York	$102M	+$73.1M	1	4.32%	Increased
41	Fred Alger Management New York	$100M	-$12.4M	1	0.45%	Reduced
42	Mirae Asset Global Investments Seoul, South Korea	$93.1M	+$22.5M	1	2.99%	Increased
43	Millennium Management New York	$90.8M	+$69.6M	2	0.17%	Increased
44	Nomura Holdings Tokyo, Japan	$73.1M	+$72.9M	1	0.21%	New
45	GH GAM Holding Zurich, Switzerland	$72.2M	-$35.9M	1	1.05%	Reduced
46	PIM Platinum Investment Management Sydney Australia 2000, Australia	$69.8M	+$38.1M	1	1.41%	Increased
47	Alpha Wave Global New York	$68.9M	+$68.7M	1	5.24%	New
48	TIAA CREF Investment Management New York	$66.5M	+$33.8M	2	0.05%	Increased
49	Davis Selected Advisers Tucson, Arizona	$65.9M	+$4.41M	2	0.23%	Increased
50	JC Joho Capital New York	$64.8M	+$77.1M	1	15.11%	New