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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
101	Bank of Montreal Toronto, Ontario, Canada	$414M	-$30.9M	5	0.14%	Reduced
102	RhumbLine Advisers Boston, Massachusetts	$387M	-$32.7M	7	0.29%	Reduced
103	Jennison Associates New York	$387M	+$99M	2	0.23%	Increased
104	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$380M	-$12.1M	6	0.83%	Reduced
105	SCA Southpoint Capital Advisors New York	$379M	+$136M	2	8.63%	Increased
106	AQR Capital Management Greenwich, Connecticut	$375M	-$234M	5	0.13%	Reduced
107	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$374M	-$126M	4	0.21%	Reduced
108	SC Starlite Capital Dallas, Texas	$370M	+$372M	1	3.82%	New
109	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$366M	-$33.5M	6	0.34%	Reduced
110	National Bank of Canada Montreal, Quebec, Canada	$363M	-$79.6M	6	0.26%	Reduced
111	KM Kora Management Brooklyn, New York	$363M	+$20.2M	1	43.12%	Increased
112	Renaissance Technologies New York	$355M	-$291M	5	0.49%	Reduced
113	Brown Advisory Baltimore, Maryland	$352M	-$113M	4	0.55%	Reduced
114	Fred Alger Management New York	$346M	+$21M	1	1.15%	Increased
115	Citadel Advisors Miami, Florida	$342M	-$75M	8	0.04%	Reduced
116	Ensign Peak Advisors Salt Lake City, Utah	$336M	-$37.4M	5	0.55%	Reduced
117	Man Group London, United Kingdom	$329M	+$82M	6	0.52%	Increased
118	SG Americas Securities New York	$328M	-$67.7M	8	0.18%	Reduced
119	WA WFM Asia Road Town, Tortola, British Virgin Islands	$325M	$0	2	49.01%	Maintained
120	BNP Paribas Asset Management Paris, France	$317M	-$19.6M	7	0.32%	Reduced
121	American Century Companies Kansas City, Missouri	$315M	-$82.5M	7	0.14%	Reduced
122	Dodge & Cox San Francisco, California	$313M	+$2.02M	2	0.16%	Increased
123	Harding Loevner Bridgewater, New Jersey	$311M	+$161M	1	2.92%	Increased
124	AllianceBernstein Nashville, Tennessee	$307M	-$101M	6	0.1%	Reduced
125	PAR Capital Management Boston, Massachusetts	$305M	+$35.3M	2	7.57%	Increased