← 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	SB Investment Advisers (UK) London, United Kingdom	$6.91B	$0	1	75.25%	Maintained
2	Fidelity Investments Boston, Massachusetts	$5.02B	+$35.6M	4	0.55%	Increased
3	BlackRock New York	$4.57B	+$756M	5	0.18%	Increased
4	Tiger Global Management New York	$4.32B	+$51.6M	4	16.74%	Increased
5	Vanguard Group Malvern, Pennsylvania	$4.11B	+$240M	4	0.15%	Increased
6	Sands Capital Management Arlington, Virginia	$3.54B	+$230M	2	8.56%	Increased
7	Morgan Stanley New York	$3.4B	+$228M	6	0.75%	Increased
8	JP Morgan Chase New York	$3.03B	+$718M	6	0.58%	Increased
9	Capital World Investors Los Angeles, California	$2.74B	+$444M	2	0.66%	Increased
10	T. Rowe Price Associates Baltimore, Maryland	$2.57B	+$1.28B	4	0.32%	Increased
11	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$2.26B	$0	1	22.36%	Maintained
12	Invesco Atlanta, Georgia	$2.14B	-$85.6M	4	0.77%	Reduced
13	State Street Boston, Massachusetts	$1.97B	+$220M	5	0.14%	Increased
14	Baillie Gifford & Co Edinburgh, United Kingdom	$1.74B	-$173M	4	1.33%	Reduced
15	Norges Bank Oslo, Norway	$1.61B	+$170M	5	0.46%	Increased
16	Jennison Associates New York	$1.51B	+$454M	3	1.37%	Increased
17	Goldman Sachs New York	$1.32B	+$196M	5	0.4%	Increased
18	D1 Capital Partners New York	$1.23B	+$107M	2	9.2%	Increased
19	Viking Global Investors Stamford, Connecticut	$1.19B	-$811M	3	5.16%	Reduced
20	Caledonia Investments (Australia) Sydney NSW, Australia	$1.16B	+$81.1M	1	20.97%	Increased
21	HA HHLR Advisors Grand Cayman, Cayman Islands	$1.14B	-$254M	4	10.46%	Reduced
22	Schroder Investment Management Group London, United Kingdom	$1.09B	-$65.8M	3	1.98%	Reduced
23	Altimeter Capital Management Boston, Massachusetts	$922M	-$53.7M	2	19.52%	Reduced
24	Nuveen Charlotte, North Carolina	$905M	+$197M	5	0.37%	Increased
25	GQG Partners Ft. Lauderdale, Florida	$866M	+$355M	2	3.8%	Increased