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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
76
Wellcome Trust
Wellcome Trust
United Kingdom
$554M $0 1 6.14% Maintained
77
ClearBridge Investments
ClearBridge Investments
New York
$553M -$77.3M 3 0.46% Reduced
78
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$551M +$21M 2 0.17% Increased
79
Russell Investments Group
Russell Investments Group
United Kingdom
$549M +$44.2M 7 0.48% Increased
80
Nordea Investment Management
Nordea Investment Management
Sweden
$547M -$174M 6 0.45% Reduced
81
Viking Global Investors
Viking Global Investors
Connecticut
$543M +$82M 1 1.55% Increased
82
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$540M +$8.48M 2 1.22% Increased
83
MUFG Bank
MUFG Bank
Japan
$539M $0 1 15.16% Maintained
84
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$539M +$64.8M 6 0.66% Increased
85
National Pension Service
National Pension Service
South Korea
$537M +$9.79M 4 0.35% Increased
86
Barclays
Barclays
United Kingdom
$535M -$198M 7 0.1% Reduced
87
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$532M +$219M 5 0.8% Increased
88
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$532M -$43.9M 1 5.41% Reduced
89
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$529M +$280M 2 1.6% Increased
90
Millennium Management
Millennium Management
New York
$513M +$109M 8 0.19% Increased
91
Vanguard Asset Management
Vanguard Asset Management
$503M +$29.2M 6 0.34% Increased
92
Alkeon Capital Management
Alkeon Capital Management
New York
$485M -$6.49M 2 0.65% Reduced
93
Vanguard Global Advisers
Vanguard Global Advisers
Pennsylvania
$472M -$8.91M 5 0.22% Reduced
94
Raymond James Financial
Raymond James Financial
Florida
$469M +$86.4M 7 0.13% Increased
95
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$461M -$9.8M 6 0.36% Reduced
96
Pictet Asset Management
Pictet Asset Management
Switzerland
$451M +$22.6M 5 0.43% Increased
97
First Trust Advisors
First Trust Advisors
Illinois
$444M +$42.6M 7 0.26% Increased
98
Pacer Advisors
Pacer Advisors
Pennsylvania
$436M -$4.35M 5 1.11% Reduced
99
Point72 Asset Management
Point72 Asset Management
Connecticut
$429M -$78.2M 5 0.47% Reduced
100
Federated Hermes
Federated Hermes
Pennsylvania
$421M -$74.1M 5 0.61% Reduced