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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
51	VM Valinor Management New York	$82.2M	+$3.33M	1	2.74%	Increased
52	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$81M	$0	1	0.33%	Maintained
53	PIM Platinum Investment Management Sydney Australia 2000, Australia	$80.2M	-$9.21M	1	1.99%	Reduced
54	TIAA CREF Investment Management New York	$79.9M	+$17.3M	2	0.06%	Increased
55	Mirae Asset Global Investments Seoul, South Korea	$78.6M	+$7.79M	1	2.03%	Increased
56	CIM Contrarius Investment Management St. Helier, Jersey	$77.6M	+$88.2M	1	6.61%	New
57	Neuberger Berman Group New York	$71.5M	+$20.2M	1	0.1%	Increased
58	Nordea Investment Management Stockholm, Sweden	$70.4M	+$12.2M	1	0.2%	Increased
59	IL Investure LLC Charlottesville, Virginia	$65.4M	$0	1	17.25%	Maintained
60	CAM Contour Asset Management New York	$65.3M	+$12.4M	1	4.42%	Increased
61	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$63.4M	+$23.3M	2	0.14%	Increased
62	Hermes Investment Management London Uk, United Kingdom	$62.3M	+$14.1M	1	1.25%	Increased
63	IC Immersion Capital London, United Kingdom	$61.2M	$0	1	23.65%	Maintained
64	GH GAM Holding Zurich, Switzerland	$59.1M	-$7.8M	1	0.92%	Reduced
65	SCMC Serenity Capital Management (Cayman) George Town, Cayman Islands	$56.1M	+$3.62M	1	24.3%	Increased
66	BNP Paribas Financial Markets Paris, France	$54M	+$46.4M	2	0.24%	Increased
67	Emerald Acquisition Seattle, Washington	$52.6M	+$53.5M	2	0.09%	New
68	HSBC Holdings London, United Kingdom	$51.3M	+$31.8M	1	0.14%	Increased
69	KDA KPCB DGF Associates Menlo Park, California	$49.4M	$0	1	38.37%	Maintained
70	CLC Charles-Lim Capital Central, Hong Kong	$48.3M	+$48.2M	1	17.54%	Increased
71	Janus Henderson Investors US Denver, Colorado	$47.6M	-$320K	2	0.04%	Reduced
72	BM Bridger Management New York	$46.8M	-$3.9M	1	3.02%	Reduced
73	APG Asset Management Amsterdam, Netherlands	$44.5M	+$22.8M	1	0.08%	Increased
74	Susquehanna International Group Bala Cynwyd, Pennsylvania	$42.6M	+$31.3M	1	0.02%	Increased
75	Millennium Management New York	$42.6M	+$252K	2	0.1%	Increased