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 |
T. Rowe Price Associates
Baltimore,
Maryland
| $14.8B | +$1.3B | 5 | 1.39% | Increased |
|
| 2 |
SB Investment Advisers (UK)
London,
United Kingdom
| $12.7B | -$4.15B | 2 | 39.51% | Reduced |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $10.6B | +$1.91B | 5 | 0.84% | Increased |
|
| 4 |
Tiger Global Management
New York
| $10.3B | +$73M | 6 | 19.72% | Increased |
|
| 5 |
Morgan Stanley
New York
| $10.2B | -$902M | 8 | 1.37% | Reduced |
|
| 6 |
Sands Capital Management
Arlington,
Virginia
| $9.16B | -$1.02B | 3 | 15.28% | Reduced |
|
| 7 |
BlackRock
New York
| $9B | +$1.2B | 7 | 0.25% | Increased |
|
| 8 |
SC US (TTGP)
Menlo Park,
California
| $8.12B | $0 | 1 | 45.3% | Maintained |
|
| 9 |
Capital World Investors
Los Angeles,
California
| $6.71B | -$396M | 4 | 1.14% | Reduced |
|
| 10 |
JP Morgan Chase
New York
| $6.47B | -$383M | 7 | 0.8% | Reduced |
|
| 11 |
Vanguard Group
Malvern,
Pennsylvania
| $6.17B | -$239M | 7 | 0.15% | Reduced |
|
| 12 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $4.87B | +$363M | 4 | 2.55% | Increased |
|
| 13 |
State Street
Boston,
Massachusetts
| $4.1B | +$638M | 7 | 0.22% | Increased |
|
| 14 |
Jennison Associates
New York
| $4.06B | +$636M | 3 | 2.62% | Increased |
|
| 15 |
Coatue Management
New York
| $3.81B | +$352M | 4 | 15.5% | Increased |
|
| 16 |
Capital Research Global Investors
Los Angeles,
California
| $3.63B | +$1.11B | 3 | 0.85% | Increased |
|
| 17 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $3.3B | +$48.1M | 2 | 7.54% | Increased |
|
| 18 |
Goldman Sachs
New York
| $3.26B | -$98.5M | 7 | 0.69% | Reduced |
|
| 19 |
Invesco
Atlanta,
Georgia
| $2.93B | -$98.6M | 5 | 0.74% | Reduced |
|
| 20 |
GP
Galileo PTC
Road Town, Tortola,
British Virgin Islands
| $2.83B | -$4.59M | 2 | 45.87% | Reduced |
|
| 21 |
Bank of America
Charlotte,
North Carolina
| $1.82B | -$19.1M | 7 | 0.19% | Reduced |
|
| 22 |
Norges Bank
Oslo,
Norway
| $1.79B | -$343M | 6 | 0.4% | Reduced |
|
| 23 |
ClearBridge Investments
New York
| $1.72B | +$66.1M | 4 | 1.23% | Increased |
|
| 24 |
SCGE Management
Menlo Park,
California
| $1.6B | $0 | 2 | 14.86% | Maintained |
|
| 25 |
Lone Pine Capital
Greenwich,
Connecticut
| $1.54B | $0 | 1 | 5.18% | Maintained |
|