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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
151
Panagora Asset Management
Panagora Asset Management
Massachusetts
$223M +$43.4M 4 0.68% Increased
152
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$223M -$75M 3 0.31% Reduced
153
LSV Asset Management
LSV Asset Management
Illinois
$217M +$158M 3 0.39% Increased
154
Jane Street
Jane Street
New York
$217M -$25.7M 6 0.02% Reduced
155
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$217M +$1.26M 7 0.26% Increased
156
Fundsmith Investment Services
Fundsmith Investment Services
Mauritius
$213M +$217M 1 4.72% New
157
William Blair & Company
William Blair & Company
Illinois
$204M -$36.8M 2 0.53% Reduced
158
Adage Capital Partners
Adage Capital Partners
Massachusetts
$204M -$82.1M 3 0.29% Reduced
159
Davis Selected Advisers
Davis Selected Advisers
Arizona
$200M +$14.2M 2 0.86% Increased
160
GGH
GCM Grosvenor Holdings
Illinois
$196M $0 1 8.48% Maintained
161
IAM
Infinitum Asset Management
Florida
$192M $0 1 19.56% Maintained
162
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$191M -$3.83M 5 0.32% Reduced
163
Canada Life
Canada Life
Manitoba, Canada
$186M -$33.5M 3 0.3% Reduced
164
Aberdeen Group
Aberdeen Group
United Kingdom
$184M +$43.2K 5 0.26% Increased
165
Alyeska Investment Group
Alyeska Investment Group
Illinois
$184M -$204M 2 0.47% Reduced
166
CAM
Contour Asset Management
New York
$182M -$1.78M 1 4.32% Reduced
167
KCMH
Kontiki Capital Management (HK)
Hong Kong
$182M -$20M 1 11.92% Reduced
168
D.E. Shaw & Co
D.E. Shaw & Co
New York
$180M -$137M 6 0.09% Reduced
169
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$178M -$10.3M 3 0.33% Reduced
170
KCM
Khrom Capital Management
Florida
$177M +$46.4M 1 14.83% Increased
171
NOSC
North of South Capital
United Kingdom
$170M +$66.3M 1 12.49% Increased
172
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$167M -$171M 1 1.62% Reduced
173
Korea Investment Corp
Korea Investment Corp
South Korea
$167M -$11.8M 4 0.32% Reduced
174
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$166M -$15.6M 5 0.28% Reduced
175
Empower Advisory Group
Empower Advisory Group
Colorado
$165M +$62.5M 2 0.39% Increased