← All themes E-Commerce

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	Wellcome Trust London, United Kingdom	$191M	$0	1	4.35%	Maintained
27	SCM Scopia Capital Management New York	$182M	+$68.1M	1	3.75%	Increased
28	PC Pelham Capital London, United Kingdom	$179M	$0	1	85.05%	Maintained
29	Fisher Asset Management Camas, Washington	$177M	+$141M	1	0.33%	Increased
30	PAR Capital Management Boston, Massachusetts	$169M	$0	1	2.81%	Maintained
31	Ruane, Cunniff & Goldfarb New York	$166M	+$147M	1	1.58%	Increased
32	UBS Group Zurich, Switzerland	$156M	+$76.2M	2	0.1%	Increased
33	Temasek Holdings Singapore	$155M	$0	1	1.21%	Maintained
34	HH HSG Holding Na, Hong Kong	$146M	+$166M	1	17.39%	New
35	Fidelity Investments Boston, Massachusetts	$146M	+$10.2M	1	0.02%	Increased
36	LCG Luxor Capital Group New York	$141M	-$27.3M	1	3.72%	Reduced
37	Schroder Investment Management Group London, United Kingdom	$139M	-$316M	1	0.28%	Reduced
38	Northern Trust Chicago, Illinois	$137M	+$66.8M	2	0.04%	Increased
39	GTP Global Thematic Partners New York	$126M	+$14.6M	2	3.13%	Increased
40	Bank of America Charlotte, North Carolina	$118M	-$89.3M	2	0.03%	Reduced
41	SCM Steadfast Capital Management New York	$113M	-$61.5M	1	2.87%	Reduced
42	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$112M	+$8.84M	1	1.25%	Increased
43	abrdn Investment Management Edinburgh, United Kingdom	$111M	-$17.6M	1	0.5%	Reduced
44	JC Joho Capital New York	$107M	-$9.99M	1	29.06%	Reduced
45	Deutsche Bank Frankfurt Am Main Ge, Germany	$106M	+$36.6M	2	0.07%	Increased
46	Norges Bank Oslo, Norway	$104M	+$16.1M	1	0.05%	Increased
47	Credit Suisse Zurich, Switzerland	$92.4M	+$35.9M	2	0.1%	Increased
48	Capital Research Global Investors Los Angeles, California	$89.3M	$0	1	0.03%	Maintained
49	UBS AM Chicago, Illinois	$89.2M	+$21.7M	2	0.1%	Increased
50	Goldman Sachs New York	$82.6M	-$21.6M	2	0.03%	Reduced