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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	BRC Blue Ridge Capital New York	$157M	-$50.9M	1	5.22%	Reduced
52	GQG Partners Ft. Lauderdale, Florida	$155M	+$4.93M	1	4.89%	Increased
53	First Trust Advisors Wheaton, Illinois	$153M	+$97.4M	2	0.37%	Increased
54	Aberdeen Group Edinburgh, United Kingdom	$150M	+$20.9M	2	0.29%	Increased
55	Massachusetts Financial Services Boston, Massachusetts	$136M	-$11.5M	2	0.06%	Reduced
56	UBS Group Zurich, Switzerland	$132M	+$19.4M	3	0.05%	Increased
57	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$132M	+$9.29M	3	0.23%	Increased
58	IL Investure LLC Charlottesville, Virginia	$128M	$0	1	21.68%	Maintained
59	Luxor Capital Group New York	$125M	-$44.3M	1	3.5%	Reduced
60	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$123M	+$127M	1	1.52%	New
61	Geode Capital Management Boston, Massachusetts	$120M	+$3.38M	3	0.04%	Increased
62	Legal & General Group London, United Kingdom	$118M	+$27.4M	2	0.09%	Increased
63	Bank of New York Mellon New York	$118M	+$10.9M	2	0.03%	Increased
64	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$117M	+$31.3M	1	0.15%	Increased
65	Royal Bank of Canada Toronto, Ontario, Canada	$117M	+$36.1M	4	0.05%	Increased
66	Russell Investments Group London, United Kingdom	$116M	-$13.3M	3	0.19%	Reduced
67	Balyasny Asset Management Chicago, Illinois	$116M	+$104M	2	0.36%	Increased
68	Ameriprise Minneapolis, Minnesota	$115M	-$1.53M	3	0.05%	Reduced
69	Credit Suisse Zurich, Switzerland	$111M	-$77.5M	3	0.1%	Reduced
70	D.E. Shaw & Co New York	$110M	+$68.7M	2	0.15%	Increased
71	HP Holowesko Partners Nassau, Bahamas	$109M	+$37.9M	1	6.9%	Increased
72	Davis Selected Advisers Tucson, Arizona	$103M	+$2.16M	1	0.44%	Increased
73	UBS AM Chicago, Illinois	$103M	+$3.54M	2	0.09%	Increased
74	AQR Capital Management Greenwich, Connecticut	$102M	-$1.87M	2	0.11%	Reduced
75	Janus Henderson Group London,	$97.7M	+$14.8M	2	0.06%	Increased