← All themes E-Commerce

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
126	First Beijing Investment Ltd Hong Kong	$298M	+$255M	1	12.19%	Increased
127	LPL Financial San Diego, California	$293M	+$8.69M	7	0.07%	Increased
128	Stifel Financial St. Louis, Missouri	$292M	+$72.9M	6	0.24%	Increased
129	Bessemer Group Woodbridge, New Jersey	$290M	+$66.3M	6	0.4%	Increased
130	TD Asset Management Toronto, Ontario, Canada	$284M	-$25.1M	5	0.25%	Reduced
131	Rockefeller Capital Management New York	$282M	+$9.37M	7	0.43%	Increased
132	Allspring Global Investments Charlotte, North Carolina	$268M	-$83.5M	6	0.41%	Reduced
133	Prudential plc London, England, United Kingdom	$268M	-$14.8M	5	1.46%	Reduced
134	FAM Foxhaven Asset Management Charlottesville, Virginia	$267M	+$17M	1	7.16%	Increased
135	Aviva London, United Kingdom	$265M	-$3.24M	4	0.39%	Reduced
136	London & Capital Asset Management London, United Kingdom	$265M	+$26.1M	1	2.43%	Increased
137	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$260M	+$1.74M	4	0.3%	Increased
138	SCGE Management Menlo Park, California	$253M	-$200M	2	4.29%	Reduced
139	First Manhattan New York	$248M	+$206M	1	0.63%	Increased
140	Two Sigma Investments New York	$246M	-$96.3M	6	0.18%	Reduced
141	TCG Tremblant Capital Group West Palm Beach, Florida	$240M	-$72.2M	3	6.89%	Reduced
142	Oversea-Chinese Banking Corp (OCBC) Singapore	$238M	+$21.3M	5	5.11%	Increased
143	Lyrical Asset Management New York	$237M	-$6.43M	2	3%	Reduced
144	New York State Common Retirement Fund Albany, New York	$237M	-$13.7M	6	0.3%	Reduced
145	Employees Provident Fund Board Shah Alam, Malaysia	$234M	$0	1	1.34%	Maintained
146	Credit Agricole Montrouge Cedex, France	$231M	-$19.7M	5	0.47%	Reduced
147	TP Theleme Partners London, United Kingdom	$231M	+$975K	1	13.7%	Increased
148	Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany	$229M	-$8.4M	4	0.35%	Reduced
149	Mariner Overland Park, Kansas	$229M	-$8.9M	6	0.24%	Reduced
150	Quantinno Capital Management New York	$228M	+$7.94M	7	0.27%	Increased