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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	GQG Partners Ft. Lauderdale, Florida	$85.8M	+$82.6M	1	6.32%	New
77	Russell Investments Group London, United Kingdom	$83.7M	+$32.8M	2	0.15%	Increased
78	Axiom Investors Greenwich, Connecticut	$83.7M	+$16.9M	1	2.01%	Increased
79	Prudential Financial Newark, New Jersey	$80M	-$4.64M	2	0.12%	Reduced
80	HP Holowesko Partners Nassau, Bahamas	$79.6M	-$35.8M	1	5.37%	Reduced
81	HCM Hitchwood Capital Management New York	$78.4M	+$18.9M	1	3.23%	Increased
82	1832 Asset Management Toronto, Ontario, Canada	$77.8M	+$9.77M	2	0.35%	Increased
83	Balyasny Asset Management Chicago, Illinois	$72.3M	+$47.8M	2	0.3%	Increased
84	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$71.2M	+$9.08M	1	0.1%	Increased
85	Dimensional Fund Advisors Austin, Texas	$70.9M	+$4.1M	2	0.03%	Increased
86	Walleye Trading New York	$70.1M	+$23.6M	1	0.43%	Increased
87	Swiss National Bank Zurich, Switzerland	$67.8M	-$736K	2	0.08%	Reduced
88	Dragoneer Investment Group San Francisco, California	$66.7M	-$2.87M	1	11.47%	Reduced
89	Mirae Asset Global Investments Seoul, South Korea	$65.3M	-$15.2M	1	1.13%	Reduced
90	California Public Employees Retirement System Sacramento, California	$63.9M	+$33.5M	2	0.1%	Increased
91	Royal Bank of Canada Toronto, Ontario, Canada	$62.4M	+$1.75M	3	0.03%	Increased
92	New York State Common Retirement Fund Albany, New York	$62M	-$7.65M	2	0.08%	Reduced
93	BAM Baring Asset Management London, United Kingdom	$61.7M	+$59.4M	1	4.01%	New
94	VM Valinor Management New York	$61.7M	-$25.2M	1	1.88%	Reduced
95	Capital Guardian Trust Los Angeles, California	$59.9M	-$8.46M	1	1.1%	Reduced
96	Legal & General Group London, United Kingdom	$54.8M	+$59.2K	2	0.04%	Increased
97	DFO Duquesne Family Office New York	$53.3M	+$27.2M	1	2.86%	Increased
98	Voloridge Investment Management Jupiter, Florida	$52.8M	+$50.7M	2	1.31%	New
99	VanEck Associates New York	$52M	-$7.2M	1	0.28%	Reduced
100	Federated Hermes Pittsburgh, Pennsylvania	$51.8M	+$12.8M	2	0.15%	Increased