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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
201	Susquehanna Advisors Group Bala Cynwyd, Pennsylvania	$142M	+$90M	1	2.46%	Increased
202	CCM CoreView Capital Management Hong Kong	$141M	$0	1	25.81%	Maintained
203	Capital Fund Management (CFM) Paris, France	$141M	+$7.05M	3	0.62%	Increased
204	Wasatch Advisors Salt Lake City, Utah	$141M	-$13.3M	1	0.92%	Reduced
205	Carrhae Capital London, United Kingdom	$141M	+$129M	1	3.88%	New
206	Danske Bank Copenhagen K, Denmark	$138M	-$4.97M	5	0.27%	Reduced
207	Menora Mivtachim Holdings Ramat Gan, Israel	$138M	+$68.6M	1	0.54%	Increased
208	NSGL No Street GP LP San Francisco, California	$137M	+$11M	1	8.24%	Increased
209	Bank Julius Baer & Co Zurich, Switzerland	$134M	-$102M	3	0.35%	Reduced
210	SEP Soma Equity Partners San Francisco, California	$132M	-$64.3M	2	9.21%	Reduced
211	Swedbank Stockholm, Sweden	$132M	+$16M	6	0.11%	Increased
212	PFA Pension Forsikringsaktieselskab Copenhagen,	$131M	-$15M	3	0.33%	Reduced
213	Nomura Holdings Tokyo, Japan	$131M	+$5.47M	5	0.15%	Increased
214	Lazard Asset Management New York	$130M	-$12.8M	5	0.2%	Reduced
215	Glenview Capital Management New York	$129M	+$24.8M	1	2.36%	Increased
216	Gotham Asset Management New York	$127M	+$61.8M	3	0.3%	Increased
217	DAM Dorsey Asset Management Chicago, Illinois	$127M	+$49.3M	1	8.14%	Increased
218	State of Wisconsin Investment Board Madison, Wisconsin	$126M	-$18.2M	5	0.26%	Reduced
219	AAM Arohi Asset Management Singapore	$126M	+$4.2M	1	46.01%	Increased
220	Montrusco Bolton Investments Montreal, Quebec, Canada	$126M	-$37.1M	2	1.94%	Reduced
221	CapitalatWork SA Auderghem,	$124M	+$35.4M	1	3.12%	Increased
222	Vanguard Investments Australia Victoria, Australia	$124M	-$6.15M	6	0.31%	Reduced
223	Jones Financial Companies Des Peres, Missouri	$124M	+$24.7M	8	0.05%	Increased
224	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$123M	+$884K	5	0.36%	Increased
225	Schonfeld Strategic Advisors New York	$121M	+$93.3M	6	0.43%	Increased