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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
501
Trexquant Investment
Trexquant Investment
Connecticut
$27.3M -$45.4M 2 0.16% Reduced
502
Renaissance Group
Renaissance Group
Kentucky
$27.3M -$903K 1 1.11% Reduced
503
M&G plc
M&G plc
United Kingdom
$27.2M +$7.78M 1 0.14% Increased
504
QCI
Quaker Capital Investments
Pennsylvania
$27.2M +$1.21M 1 7.44% Increased
505
PHAM
Pacific Heights Asset Management
California
$27.1M $0 1 0.86% Maintained
506
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$26.8M +$8.1M 2 0.59% Increased
507
HBK Investments
HBK Investments
Texas
$26.6M +$5.05M 2 0.26% Increased
508
HMI Capital Management
HMI Capital Management
California
$26.5M +$23.7M 1 3.71% New
509
GEH
General Equity Holdings
New York
$26.4M +$7.6M 2 15.77% Increased
510
Bailard
Bailard
California
$26.2M -$1.31M 2 0.53% Reduced
511
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$26.1M -$547K 6 0.21% Reduced
512
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$26M +$465K 1 0.91% Increased
513
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$26M -$80M 3 0.12% Reduced
514
Trajan Wealth
Trajan Wealth
Arizona
$25.9M -$758K 1 0.98% Reduced
515
Lakewood Capital Management
Lakewood Capital Management
New York
$25.7M +$3.09M 1 1.32% Increased
516
Hodges Capital Management
Hodges Capital Management
Texas
$25.7M -$501K 1 1.7% Reduced
517
Walleye Capital
Walleye Capital
New York
$25.5M -$11M 5 0.09% Reduced
518
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$25.3M -$8.66M 3 0.29% Reduced
519
Kestra Advisory Services
Kestra Advisory Services
Texas
$25.3M -$560K 5 0.08% Reduced
520
Mutual of America Capital Management
Mutual of America Capital Management
New York
$25.2M -$1.23M 3 0.25% Reduced
521
Fideuram Asset Management (Ireland)
Fideuram Asset Management (Ireland)
$25.2M +$18.3M 5 0.48% Increased
522
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$24.8M -$443K 1 0.17% Reduced
523
HC
Hillman Company
Pennsylvania
$24.7M +$22.1M 1 8.74% New
524
VM
Venator Management
Pennsylvania
$24.6M +$150K 1 5.53% Increased
525
Yousif Capital Management
Yousif Capital Management
Michigan
$24.5M -$3M 4 0.27% Reduced