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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
476	Cooperman Leon G	$31.2M	$0	1	0.88%	Maintained
477	ICM Incision Capital Management San Francisco, California	$31.1M	+$1.32M	1	30.18%	Increased
478	Causeway Capital Management Los Angeles, California	$30.6M	+$35.3M	1	0.33%	New
479	New York Life Investment Management New York	$30.2M	-$180K	2	0.21%	Reduced
480	Ethic Inc New York	$30M	+$17.6M	6	0.37%	Increased
481	PBBUPS PKO BP Bankowy Universal Pension Society Warsaw, Poland	$29.7M	+$1.47M	1	8.49%	Increased
482	Crossmark Global Holdings Houston, Texas	$29.7M	+$665K	5	0.39%	Increased
483	FAS Formuepleje A/S Aarhus C, Denmark	$29.5M	-$746K	1	2.31%	Reduced
484	Kayne Anderson Rudnick Investment Management Los Angeles, California	$29.4M	+$585K	3	0.09%	Increased
485	Liontrust Investment Partners London, United Kingdom	$29.2M	+$11.1M	2	0.43%	Increased
486	Capstone Investment Advisors New York	$28.7M	-$2.95M	4	0.05%	Reduced
487	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$28.6M	+$1.53M	2	0.19%	Increased
488	SC Shellback Capital Boston, Massachusetts	$28.6M	+$7.37M	3	2.5%	Increased
489	Cambridge Investment Research Advisors Fairfield, Iowa	$28.4M	+$1.88M	7	0.06%	Increased
490	MP Marcho Partners London, United Kingdom	$28.3M	+$11M	1	16.11%	Increased
491	Oregon Public Employees Retirement Fund Tigard, Oregon	$28.3M	+$1.53M	3	0.31%	Increased
492	Balyasny Asset Management Chicago, Illinois	$28.1M	-$103M	4	0.04%	Reduced
493	Construction & Building Unions Superannuation Fund Melbourne, Australia	$28.1M	$0	1	0.5%	Maintained
494	Private Advisor Group Morristown, New Jersey	$28M	-$471K	4	0.13%	Reduced
495	FCM Fernbridge Capital Management Los Angeles, California	$27.9M	+$11.2M	1	2.04%	Increased
496	7CM 7G Capital Management New York	$27.8M	+$19.1M	1	12.71%	Increased
497	Arbejdsmarkedets Tillaegspension Hilleroed,	$27.7M	+$2.5M	1	0.6%	Increased
498	iA Global Asset Management Quebec, Quebec, Canada	$27.7M	+$2.56M	3	0.33%	Increased
499	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$27.7M	+$16.4M	1	0.44%	Increased
500	NC Nixon Capital Austin, Texas	$27.4M	-$9.24K	1	8.62%	Reduced