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
| $16.3B | -$4.05B | 2 | 31.89% | Reduced |
|
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
| $11.6B | +$471M | 5 | 1.08% | Increased |
|
| 3 |
Morgan Stanley
New York
| $11.1B | +$919M | 8 | 1.47% | Increased |
|
| 4 |
Tiger Global Management
New York
| $9.95B | +$1.25B | 6 | 18.51% | Increased |
|
| 5 |
Sands Capital Management
Arlington,
Virginia
| $9.18B | +$137M | 3 | 15.57% | Increased |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $8.57B | -$704M | 5 | 0.67% | Reduced |
|
| 7 |
BlackRock
New York
| $8.19B | +$651M | 7 | 0.23% | Increased |
|
| 8 |
SC US (TTGP)
Menlo Park,
California
| $7.03B | -$1.85B | 1 | 44.75% | Reduced |
|
| 9 |
Vanguard Group
Malvern,
Pennsylvania
| $6.78B | -$97.1M | 7 | 0.17% | Reduced |
|
| 10 |
JP Morgan Chase
New York
| $6.5B | +$95.3M | 7 | 0.78% | Increased |
|
| 11 |
Capital World Investors
Los Angeles,
California
| $6.38B | -$307M | 4 | 1.08% | Reduced |
|
| 12 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $3.98B | +$92.6M | 4 | 1.94% | Increased |
|
| 13 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $3.65B | $0 | 1 | 22.9% | Maintained |
|
| 14 |
State Street
Boston,
Massachusetts
| $3.62B | +$106M | 7 | 0.19% | Increased |
|
| 15 |
Jennison Associates
New York
| $3.45B | +$181M | 2 | 2.29% | Increased |
|
| 16 |
Invesco
Atlanta,
Georgia
| $3.23B | -$414M | 6 | 0.79% | Reduced |
|
| 17 |
Coatue Management
New York
| $3.17B | -$31.6M | 4 | 12.29% | Reduced |
|
| 18 |
Goldman Sachs
New York
| $3.15B | +$2.14B | 7 | 0.71% | Increased |
|
| 19 |
GP
Galileo PTC
Road Town, Tortola,
British Virgin Islands
| $2.54B | -$4.24M | 2 | 61.11% | Reduced |
|
| 20 |
Norges Bank
Oslo,
Norway
| $2.15B | +$269M | 6 | 0.47% | Increased |
|
| 21 |
Capital Research Global Investors
Los Angeles,
California
| $2.14B | +$370M | 3 | 0.5% | Increased |
|
| 22 |
Bank of America
Charlotte,
North Carolina
| $1.81B | +$14.3M | 7 | 0.19% | Increased |
|
| 23 |
Wellcome Trust
London,
United Kingdom
| $1.78B | -$408M | 2 | 16.99% | Reduced |
|
| 24 |
ClearBridge Investments
New York
| $1.67B | +$556M | 3 | 1.16% | Increased |
|
| 25 |
Schroder Investment Management Group
London,
United Kingdom
| $1.65B | -$484M | 4 | 2.06% | Reduced |
|