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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
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$121M -$25.2M 1 0.37% Reduced
52
IL
Investure LLC
Virginia
$121M $0 1 32.25% Maintained
53
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$119M -$23.3M 2 0.36% Reduced
54
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$118M $0 1 1.09% Maintained
55
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$117M +$112M 2 0.05% New
56
Hermes Investment Management
Hermes Investment Management
United Kingdom
$116M -$20.8M 1 1.89% Reduced
57
ClearBridge Investments
ClearBridge Investments
New York
$115M +$1.9M 1 0.11% Increased
58
AllianceBernstein
AllianceBernstein
Tennessee
$115M +$9.31M 2 0.09% Increased
59
abrdn Investment Management
abrdn Investment Management
United Kingdom
$113M -$7.33M 1 0.38% Reduced
60
Allianz Asset Management
Allianz Asset Management
Germany
$108M +$78.8M 1 0.1% Increased
61
Alkeon Capital Management
Alkeon Capital Management
New York
$103M +$21.1M 1 0.83% Increased
62
Two Sigma Investments
Two Sigma Investments
New York
$101M +$91.4M 2 0.37% Increased
63
Nordea Investment Management
Nordea Investment Management
Sweden
$98.4M +$19.6M 1 0.25% Increased
64
Davis Selected Advisers
Davis Selected Advisers
Arizona
$96.3M +$4.99M 1 0.42% Increased
65
Ameriprise
Ameriprise
Minnesota
$95.8M +$26.1M 2 0.05% Increased
66
HH
HSG Holding
Hong Kong
$95.8M -$37.7M 1 21.37% Reduced
67
SC
Serenity Capital
California
$95.7M $0 1 26.94% Maintained
68
AQR Capital Management
AQR Capital Management
Connecticut
$95.5M +$8.46M 2 0.13% Increased
69
IC
Immersion Capital
United Kingdom
$94.7M $0 1 38.63% Maintained
70
UBS AM
UBS AM
Illinois
$93.3M +$4.67M 2 0.09% Increased
71
UBS Group
UBS Group
Switzerland
$93M +$13.4M 3 0.05% Increased
72
Geode Capital Management
Geode Capital Management
Massachusetts
$92.1M +$9.44M 3 0.04% Increased
73
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$90.8M -$662K 2 0.18% Reduced
74
Bank of New York Mellon
Bank of New York Mellon
New York
$88.8M +$15.5M 2 0.03% Increased
75
Moore Capital Management
Moore Capital Management
New York
$86M +$55.7M 2 2.65% Increased