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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	Bank of Montreal Toronto, Ontario, Canada	$22.9M	+$5.56M	2	0.02%	Increased
152	SEI Investments Oaks, Pennsylvania	$22.6M	+$7.7M	2	0.09%	Increased
153	ORI Oak Ridge Investments Chicago, Illinois	$22.5M	+$1.28M	1	0.72%	Increased
154	IPLA Ice Pond Lane Advisers New York	$19.9M	+$19.2M	1	11.41%	New
155	IA IPL Advisers New York	$19.9M	+$19.2M	1	7.87%	New
156	UONDDL University of Notre Dame du Lac South Bend, Indiana	$19.8M	+$19M	1	5.85%	New
157	PEAK6 Group Chicago, Illinois	$19.7M	+$18.4M	1	0.11%	Increased
158	SG Americas Securities New York	$19.7M	+$11.1M	2	0.18%	Increased
159	Credit Agricole Montrouge Cedex, France	$19.6M	-$4.89M	2	0.06%	Reduced
160	Charles Schwab San Francisco, California	$18.6M	+$3.3M	2	0.02%	Increased
161	DekaBank Deutsche Girozentrale Frankfurt, Germany	$18.2M	-$237K	1	0.14%	Reduced
162	B BP London, United Kingdom	$18.2M	$0	1	0.67%	Maintained
163	Capital Fund Management (CFM) Paris, France	$18.1M	+$7.27M	2	0.15%	Increased
164	Quadrature Capital London, United Kingdom	$18.1M	+$9.63M	1	1.39%	Increased
165	Hudson Bay Capital Management Stamford, Connecticut	$17.9M	+$396K	1	0.36%	Increased
166	SM Selkirk Management Chatham, New Jersey	$16.5M	+$3.2M	2	9.33%	Increased
167	MICM Matthews International Capital Management San Francisco, California	$16.4M	+$1.08M	1	0.74%	Increased
168	Teacher Retirement System of Texas Austin, Texas	$16.2M	+$13.4M	2	0.11%	Increased
169	Los Angeles Capital Management Los Angeles, California	$16.1M	+$15.5M	1	0.1%	New
170	Commerzbank Aktiengesellschaft Frankfurt, Germany	$15.8M	+$5.83M	1	0.26%	Increased
171	GCP Garelick Capital Partners Boston, Massachusetts	$15.7M	+$15.1M	1	3.39%	New
172	FTCM Fir Tree Capital Management New York	$15.2M	$0	1	0.46%	Maintained
173	SD Sumway Development Shanghai, China	$15.2M	+$5.36M	1	3.72%	Increased
174	NM Nokota Management New York	$15.1M	-$16.6M	1	0.43%	Reduced
175	Capital World Investors Los Angeles, California	$14.9M	$0	1	0%	Maintained