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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	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$245M	+$12.8M	2	0.5%	Increased
27	PC Pelham Capital London, United Kingdom	$245M	-$28.3M	1	84.44%	Reduced
28	SCM Scopia Capital Management New York	$244M	+$6.54M	1	3.85%	Increased
29	Harding Loevner Bridgewater, New Jersey	$242M	-$3.85M	1	1.38%	Reduced
30	Deutsche Bank Frankfurt Am Main Ge, Germany	$236M	+$9.89M	3	0.16%	Increased
31	Fidelity International Hamilton, Bermuda	$229M	-$187M	2	0.66%	Reduced
32	Waddell & Reed Financial Overland Park, Kansas	$225M	-$21.1M	2	0.5%	Reduced
33	Bank of America Charlotte, North Carolina	$199M	+$31.6M	2	0.03%	Increased
34	BRC Blue Ridge Capital New York	$194M	-$9.45M	1	3.49%	Reduced
35	Winslow Capital Management Minneapolis, Minnesota	$193M	+$216M	1	1.04%	New
36	Macquarie Group Sydney, NSW 2000, Australia	$191M	+$50.7M	2	0.34%	Increased
37	Credit Suisse Zurich, Switzerland	$176M	+$6.26M	2	0.17%	Increased
38	Goldman Sachs New York	$167M	-$30.7M	2	0.04%	Reduced
39	Wellington Management Group Boston, Massachusetts	$163M	-$6M	2	0.04%	Reduced
40	TCM Tybourne Capital Management Hong Kong	$156M	-$288M	1	11.97%	Reduced
41	TIAA CREF Investment Management New York	$155M	+$12M	2	0.11%	Increased
42	Hermes Investment Management London Uk, United Kingdom	$153M	+$45M	1	2.3%	Increased
43	Ruane, Cunniff & Goldfarb New York	$153M	+$42.8M	1	1.34%	Increased
44	Pictet Asset Management (UK) London, United Kingdom	$141M	+$28.6M	1	0.4%	Increased
45	GQG Partners Ft. Lauderdale, Florida	$139M	+$61.6M	1	4.87%	Increased
46	ClearBridge Investments New York	$136M	-$3M	1	0.13%	Reduced
47	Viking Global Investors Stamford, Connecticut	$135M	-$240M	1	0.87%	Reduced
48	HSBC Holdings London, United Kingdom	$132M	-$19.9M	2	0.21%	Reduced
49	CLC Charles-Lim Capital Central, Hong Kong	$130M	+$14M	1	26.31%	Increased
50	Nordea Investment Management Stockholm, Sweden	$130M	+$38.4M	1	0.31%	Increased