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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	Temasek Holdings Singapore	$227M	$0	1	1.69%	Maintained
27	Fidelity International Hamilton, Bermuda	$225M	+$157M	1	0.63%	Increased
28	PAR Capital Management Boston, Massachusetts	$221M	+$46.6M	1	2.69%	Increased
29	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$215M	+$58.9K	1	0.56%	Increased
30	Northern Trust Chicago, Illinois	$195M	+$8.35M	2	0.06%	Increased
31	Harding Loevner Bridgewater, New Jersey	$195M	+$2.55M	1	1.27%	Increased
32	T. Rowe Price Associates Baltimore, Maryland	$189M	+$14.1M	2	0.04%	Increased
33	Waddell & Reed Financial Overland Park, Kansas	$179M	+$4.8M	2	0.38%	Increased
34	PC Pelham Capital London, United Kingdom	$171M	-$20.9M	1	100%	Reduced
35	Point72 Asset Management Stamford, Connecticut	$162M	+$135M	2	0.9%	Increased
36	Bank of America Charlotte, North Carolina	$148M	+$33.7M	2	0.03%	Increased
37	Goldman Sachs New York	$146M	+$28.3M	2	0.04%	Increased
38	JC Joho Capital New York	$144M	$0	1	27.49%	Maintained
39	LCG Luxor Capital Group New York	$134M	+$1.04M	1	6.53%	Increased
40	Credit Suisse Zurich, Switzerland	$117M	+$11.1M	2	0.11%	Increased
41	Pictet Asset Management (UK) London, United Kingdom	$115M	-$13.1M	1	0.37%	Reduced
42	BNP Paribas Financial Markets Paris, France	$114M	+$52.4M	2	0.3%	Increased
43	Hermes Investment Management London Uk, United Kingdom	$109M	-$777K	1	1.77%	Reduced
44	HH HSG Holding Na, Hong Kong	$107M	$0	1	17.05%	Maintained
45	Carmignac Gestion Paris, France	$105M	+$101M	1	0.81%	Increased
46	CLC Charles-Lim Capital Central, Hong Kong	$104M	-$1.02M	1	29.2%	Reduced
47	TIAA CREF Investment Management New York	$98.8M	+$1.22M	2	0.07%	Increased
48	Wellington Management Group Boston, Massachusetts	$97.2M	+$9.42M	2	0.02%	Increased
49	abrdn Investment Management Edinburgh, United Kingdom	$95.9M	+$5.75M	1	0.32%	Increased
50	IL Investure LLC Charlottesville, Virginia	$95.8M	$0	1	29.81%	Maintained