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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	SB Investment Advisers (UK) London, United Kingdom	$18.3B	-$2.12B	2	31.68%	Reduced
2	Morgan Stanley New York	$10.1B	+$1.2B	8	1.49%	Increased
3	Fidelity Investments Boston, Massachusetts	$9.03B	-$690M	4	0.77%	Reduced
4	T. Rowe Price Associates Baltimore, Maryland	$8.91B	+$481M	7	0.89%	Increased
5	Tiger Global Management New York	$8.38B	+$387M	5	19.27%	Increased
6	BlackRock New York	$7.93B	+$581M	7	0.23%	Increased
7	Sands Capital Management Arlington, Virginia	$7.71B	-$149M	3	14.9%	Reduced
8	RWJF Robert Wood Johnson Foundation Princeton, New Jersey	$7.71B	+$1.08M	1	39.33%	New
9	Vanguard Group Malvern, Pennsylvania	$7.28B	+$86.8M	6	0.2%	Increased
10	SC US (TTGP) Menlo Park, California	$6.82B	$0	1	40.86%	Maintained
11	Capital World Investors Los Angeles, California	$5.78B	+$76.4M	4	1.07%	Increased
12	JP Morgan Chase New York	$5.75B	+$1.02B	7	0.77%	Increased
13	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$3.97B	$0	1	25.7%	Maintained
14	Invesco Atlanta, Georgia	$3.77B	+$610M	7	1.01%	Increased
15	State Street Boston, Massachusetts	$3.66B	+$419M	7	0.21%	Increased
16	Jennison Associates New York	$3.28B	+$779M	2	2.4%	Increased
17	Baillie Gifford & Co Edinburgh, United Kingdom	$3.15B	+$773M	4	1.76%	Increased
18	Coatue Management New York	$2.66B	-$738M	3	14.57%	Reduced
19	Norges Bank Oslo, Norway	$2.13B	-$261M	4	0.49%	Reduced
20	Schroder Investment Management Group London, United Kingdom	$2.05B	+$115M	3	2.67%	Increased
21	GP Galileo PTC Road Town, Tortola, British Virgin Islands	$1.91B	-$196M	2	45.63%	Reduced
22	Goldman Sachs New York	$1.83B	-$347M	7	0.46%	Reduced
23	Wellcome Trust London, United Kingdom	$1.83B	-$608M	2	19.09%	Reduced
24	Bank of America Charlotte, North Carolina	$1.77B	+$492M	7	0.2%	Increased
25	Altimeter Capital Management Boston, Massachusetts	$1.66B	+$30M	2	11.87%	Increased