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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	$287M	$0	1	1.85%	Maintained
27	Harding Loevner Bridgewater, New Jersey	$252M	+$5.75M	1	1.54%	Increased
28	Northern Trust Chicago, Illinois	$246M	-$2.09M	2	0.07%	Reduced
29	SCM Scopia Capital Management New York	$244M	-$168M	1	5.04%	Reduced
30	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$231M	-$39.5M	2	0.53%	Reduced
31	PC Pelham Capital London, United Kingdom	$227M	$0	1	80.96%	Maintained
32	Waddell & Reed Financial Overland Park, Kansas	$224M	-$6.96M	2	0.49%	Reduced
33	Deutsche Bank Frankfurt Am Main Ge, Germany	$222M	+$99.7M	3	0.16%	Increased
34	Carmignac Gestion Paris, France	$217M	+$73.6M	1	1.76%	Increased
35	BRC Blue Ridge Capital New York	$208M	+$200M	1	3.64%	New
36	Goldman Sachs New York	$197M	+$11.7M	2	0.05%	Increased
37	Generation Investment Management London, United Kingdom	$194M	-$151M	1	1.98%	Reduced
38	Point72 Asset Management Stamford, Connecticut	$181M	-$28.1M	2	1.01%	Reduced
39	Two Sigma Advisers New York	$180M	+$173M	2	0.59%	Increased
40	Credit Suisse Zurich, Switzerland	$174M	+$26.1M	2	0.17%	Increased
41	Bank of America Charlotte, North Carolina	$168M	-$18.5M	2	0.03%	Reduced
42	Wellington Management Group Boston, Massachusetts	$161M	+$33.5M	2	0.04%	Increased
43	HSBC Holdings London, United Kingdom	$154M	+$80.9M	2	0.28%	Increased
44	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$149M	-$191M	1	14.97%	Reduced
45	Macquarie Group Sydney, NSW 2000, Australia	$141M	+$45.9M	2	0.26%	Increased
46	SCM Suvretta Capital Management New York	$140M	+$21M	1	4.35%	Increased
47	LCG Luxor Capital Group New York	$130M	-$45.3M	1	9.08%	Reduced
48	TIAA CREF Investment Management New York	$128M	-$279K	2	0.09%	Reduced
49	Susquehanna International Group Bala Cynwyd, Pennsylvania	$127M	+$87.4M	2	0.06%	Increased
50	CLC Charles-Lim Capital Central, Hong Kong	$121M	-$9.97M	1	30.32%	Reduced