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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	Sculptor Capital New York	$299M	-$16.6M	2	1.49%	Reduced
27	Northern Trust Chicago, Illinois	$289M	+$2.94M	2	0.07%	Increased
28	PC Pelham Capital London, United Kingdom	$275M	-$51.4M	1	73.05%	Reduced
29	Ruane, Cunniff & Goldfarb New York	$274M	+$103M	1	2.25%	Increased
30	Harding Loevner Bridgewater, New Jersey	$266M	+$2.99M	1	1.51%	Increased
31	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$263M	-$14.7M	2	0.49%	Reduced
32	Fidelity International Hamilton, Bermuda	$260M	+$9.05M	3	0.72%	Increased
33	Susquehanna International Group Bala Cynwyd, Pennsylvania	$259M	+$116M	1	0.09%	Increased
34	Waddell & Reed Financial Overland Park, Kansas	$252M	-$24.1M	2	0.56%	Reduced
35	Hermes Investment Management London Uk, United Kingdom	$233M	+$63.5M	1	3.34%	Increased
36	Deutsche Bank Frankfurt Am Main Ge, Germany	$232M	-$34.5M	3	0.15%	Reduced
37	Bank of America Charlotte, North Carolina	$224M	-$670K	3	0.04%	Reduced
38	HSBC Holdings London, United Kingdom	$220M	+$74M	3	0.32%	Increased
39	Artisan Partners Milwaukee, Wisconsin	$212M	+$202M	1	0.4%	New
40	SCM Scopia Capital Management New York	$207M	-$54.2M	1	3.72%	Reduced
41	Macquarie Group Sydney, NSW 2000, Australia	$205M	-$10.2M	2	0.36%	Reduced
42	Nordea Investment Management Stockholm, Sweden	$195M	+$51.2M	1	0.46%	Increased
43	Goldman Sachs New York	$191M	+$5.5M	3	0.05%	Increased
44	Pictet Asset Management (UK) London, United Kingdom	$190M	+$35.6M	1	0.49%	Increased
45	AllianceBernstein Nashville, Tennessee	$184M	+$14.8M	3	0.13%	Increased
46	ClearBridge Investments New York	$181M	-$3.76M	1	0.17%	Reduced
47	TIAA CREF Investment Management New York	$181M	-$10M	3	0.12%	Reduced
48	Norges Bank Oslo, Norway	$171M	+$84.1M	3	0.06%	Increased
49	CLC Charles-Lim Capital Central, Hong Kong	$171M	+$28.7M	2	31.46%	Increased
50	IC Immersion Capital London, United Kingdom	$168M	+$3.93M	2	58.9%	Increased