← 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
1	BlackRock New York	$19B	-$290M	7	0.28%	Reduced
2	Vanguard Capital Management Malvern, Pennsylvania	$14.5B	+$109M	6	0.31%	Increased
3	Capital Research Global Investors Los Angeles, California	$11.9B	+$2.21B	3	1.66%	Increased
4	State Street Boston, Massachusetts	$10.6B	+$12.8M	7	0.31%	Increased
5	Morgan Stanley New York	$9.26B	-$138M	7	0.49%	Reduced
6	SC US (TTGP) Menlo Park, California	$7.15B	$0	2	22.43%	Maintained
7	T. Rowe Price Associates Baltimore, Maryland	$6.5B	+$433M	6	0.65%	Increased
8	Vanguard Portfolio Management Malvern, Pennsylvania	$6.1B	-$102M	5	0.28%	Reduced
9	Geode Capital Management Boston, Massachusetts	$5.62B	-$126M	8	0.3%	Reduced
10	Baillie Gifford & Co Edinburgh, United Kingdom	$5.37B	-$187M	4	4.88%	Reduced
11	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$5.26B	$0	1	13.87%	Maintained
12	Fidelity Investments Boston, Massachusetts	$4.42B	+$58.3M	7	0.19%	Increased
13	JP Morgan Chase New York	$4.18B	+$203M	8	0.23%	Increased
14	Invesco Atlanta, Georgia	$3.7B	-$150M	8	0.29%	Reduced
15	Norges Bank Oslo, Norway	$3.56B	+$3.44B	5	0.35%	New
16	Capital World Investors Los Angeles, California	$3.22B	+$403M	3	0.38%	Increased
17	WCM Investment Management Laguna Beach, California	$3.16B	+$16M	2	5.72%	Increased
18	Goldman Sachs New York	$2.77B	+$71.5M	8	0.24%	Increased
19	UBS Group Zurich, Switzerland	$2.6B	+$135M	8	0.33%	Increased
20	Pershing Square Capital Management New York	$2.48B	+$320M	1	12.72%	Increased
21	Bank of America Charlotte, North Carolina	$2.39B	+$76.8M	7	0.15%	Increased
22	Northern Trust Chicago, Illinois	$2.31B	-$136M	7	0.27%	Reduced
23	Uber San Francisco, California	$2.02B	-$17.5M	1	44.84%	Reduced
24	Charles Schwab San Francisco, California	$1.98B	+$144M	7	0.26%	Increased
25	Jupiter Topco New York	$1.94B	+$1.79B	6	0.79%	New