← All themes E-Commerce

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
51	Citigroup New York	$842M	+$127M	7	0.28%	Increased
52	TMC Toyota Motor Corp Japan	$840M	-$369M	1	42.31%	Reduced
53	Wells Fargo San Francisco, California	$822M	+$21.3M	7	0.13%	Increased
54	Sands Capital Management Arlington, Virginia	$778M	-$395M	3	2.89%	Reduced
55	Durable Capital Partners Bethesda, Maryland	$767M	-$20.1M	1	7.46%	Reduced
56	Franklin Resources San Mateo, California	$754M	-$154M	6	0.16%	Reduced
57	Baird Financial Group Milwaukee, Wisconsin	$752M	+$264M	3	1.03%	Increased
58	Swiss National Bank Zurich, Switzerland	$729M	-$84.5M	6	0.38%	Reduced
59	Parnassus Investments San Francisco, California	$717M	+$626M	1	1.92%	Increased
60	Aristotle Capital Management Los Angeles, California	$706M	-$29M	1	1.48%	Reduced
61	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$690M	-$21.3M	4	0.39%	Reduced
62	Aspex Management (HK) Central, Hong Kong	$672M	-$18.1M	2	7.55%	Reduced
63	Principal Financial Group Des Moines, Iowa	$670M	+$220M	5	0.33%	Increased
64	PointState Capital New York	$658M	+$155M	2	8.41%	Increased
65	Fundsmith LLP London, United Kingdom	$645M	+$656M	1	4.73%	New
66	BNP Paribas Financial Markets Paris, France	$641M	-$70.9M	7	0.22%	Reduced
67	Envestnet Asset Management Chicago, Illinois	$638M	-$2.29M	7	0.15%	Reduced
68	Assenagon Asset Management Senningerberg, Luxembourg	$624M	-$24.7M	5	0.78%	Reduced
69	Susquehanna International Group Bala Cynwyd, Pennsylvania	$609M	+$49.1M	8	0.05%	Increased
70	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$586M	+$24M	2	6.56%	Increased
71	Neuberger Berman Group New York	$579M	-$20.1M	6	0.39%	Reduced
72	CFM Coronation Fund Managers Cape Town, South Africa	$574M	+$84.7M	5	21.92%	Increased
73	SEI Investments Oaks, Pennsylvania	$563M	-$26.2M	7	0.5%	Reduced
74	California Public Employees Retirement System Sacramento, California	$561M	+$31.5M	4	0.32%	Increased
75	Appaloosa LP Short Hills, New Jersey	$555M	+$61.2M	1	7.19%	Increased