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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
1	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$570M	$0	1	4.59%	Maintained
2	Baillie Gifford & Co Edinburgh, United Kingdom	$285M	+$228M	1	0.62%	Increased
3	KDA KPCB DGF Associates Menlo Park, California	$267M	$0	1	33.5%	Maintained
4	IHG Insight Holdings Group New York	$249M	$0	1	29.3%	Maintained
5	Capital World Investors Los Angeles, California	$229M	-$87.6M	1	0.06%	Reduced
6	THLTP Thomas H. Lee (THL) Partners Boston, Massachusetts	$214M	$0	1	5.99%	Maintained
7	Morgan Stanley New York	$208M	+$46.2M	2	0.08%	Increased
8	T. Rowe Price Associates Baltimore, Maryland	$181M	+$88.8M	1	0.04%	Increased
9	Goldman Sachs New York	$174M	-$45.3M	2	0.06%	Reduced
10	Bank of America Charlotte, North Carolina	$164M	+$2.71M	2	0.05%	Increased
11	Wellcome Trust London, United Kingdom	$160M	+$179M	1	3.32%	New
12	OppenheimerFunds New York	$153M	+$31.9M	2	0.17%	Increased
13	CAM Coronation Asset Management Cape Town, South Africa	$145M	+$15.6M	1	7.43%	Increased
14	WP Warburg Pincus New York	$135M	-$79.1M	1	0.73%	Reduced
15	JP Morgan Chase New York	$125M	+$6.37M	2	0.03%	Increased
16	UBS Zurich, Switzerland	$105M	+$2.28M	2	0.08%	Increased
17	Fidelity Investments Boston, Massachusetts	$98.3M	+$76.3M	2	0.01%	Increased
18	Generation Investment Management London, United Kingdom	$95.5M	+$106M	1	1.49%	New
19	Caledonia Investments (Australia) Sydney NSW, Australia	$89.4M	+$96.5M	1	5.55%	New
20	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$88.6M	$0	1	0.31%	Maintained
21	GH GAM Holding Zurich, Switzerland	$85M	+$94.9M	1	1.24%	New
22	HCM Hoplite Capital Management New York	$81.5M	+$28.9M	1	2.08%	Increased
23	GTP Global Thematic Partners New York	$75.8M	+$84.6M	1	1.15%	New
24	TIAA CREF Investment Management New York	$62.1M	-$1.1M	2	0.04%	Reduced
25	GGHC Gilder Gagnon Howe & Co New York	$61.6M	+$4.72M	2	0.9%	Increased