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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
176	CLC Charles-Lim Capital Central, Hong Kong	$164M	-$3.78M	1	51.22%	Reduced
177	Douglass Winthrop Advisors New York	$162M	+$42.5K	1	2.8%	Increased
178	RMC Ribbit Management Company Palo Alto, California	$162M	+$14.2M	2	7.88%	Increased
179	Altshuler Shaham Tel Aviv, Israel	$161M	-$18.6M	2	2.01%	Reduced
180	Nomura Asset Management Tokyo, Japan	$161M	+$1.23M	5	0.34%	Increased
181	Prudential Financial Newark, New Jersey	$160M	-$52.5M	7	0.17%	Reduced
182	Capula Management Grand Cayman, Cayman Islands	$159M	+$160M	2	0.57%	Increased
183	Epoch Investment Partners New York	$159M	-$39.6M	2	0.9%	Reduced
184	Nearwater Capital Markets Dublin 4, Dublin, Ireland	$157M	+$160M	1	2.71%	New
185	Mawer Investment Management Calgary, Alberta, Canada	$157M	-$6.27M	3	1.07%	Reduced
186	Zurich Cantonal Bank Zurich, Switzerland	$156M	-$21.9M	7	0.3%	Reduced
187	APG Asset Management Amsterdam, Netherlands	$155M	+$38M	4	0.38%	Increased
188	Storebrand Asset Management Lysaker, Norway	$153M	-$652K	4	0.38%	Reduced
189	VOYA Investment Management Atlanta, Georgia	$153M	-$1.63M	6	0.13%	Reduced
190	DG Discerene Group Stamford, Connecticut	$152M	$0	1	17.07%	Maintained
191	State of Tennessee, Department of Treasury Nashville, Tennessee	$150M	-$3.33M	4	0.45%	Reduced
192	Holocene Advisors New York	$150M	-$190M	2	0.34%	Reduced
193	Jacobs Levy Equity Management Florham Park, New Jersey	$149M	+$21.5M	1	0.54%	Increased
194	Dorsal Capital Management Redwood City, California	$149M	+$19.8M	1	5.26%	Increased
195	Natixis Advisors Boston, Massachusetts	$148M	+$2.76M	5	0.17%	Increased
196	Bridgewater Associates Westport, Connecticut	$148M	-$18.2M	3	0.61%	Reduced
197	Sarasin & Partners London, United Kingdom	$147M	+$5.66M	1	1.73%	Increased
198	Handelsbanken Fonder Stockholm, Sweden	$145M	+$276K	6	0.41%	Increased
199	Kinetic Partners Management Miami, Florida	$142M	-$12.6M	2	3.4%	Reduced
200	US Bancorp Minneapolis, Minnesota	$142M	+$3.25M	6	0.16%	Increased