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
| $13.1B | +$2.97B | 3 | 38.06% | Increased |
|
| 2 |
Morgan Stanley
New York
| $11.1B | +$3.1B | 8 | 1.37% | Increased |
|
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
| $9.66B | -$1.16B | 6 | 0.87% | Reduced |
|
| 4 |
Tiger Global Management
New York
| $8.85B | +$506M | 7 | 19.27% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $7.6B | -$1.24B | 7 | 0.56% | Reduced |
|
| 6 |
BlackRock
New York
| $6.49B | -$1.32B | 7 | 0.17% | Reduced |
|
| 7 |
Sands Capital Management
Arlington,
Virginia
| $6.11B | -$772M | 3 | 11.34% | Reduced |
|
| 8 |
Vanguard Group
Malvern,
Pennsylvania
| $5.44B | +$173M | 6 | 0.12% | Increased |
|
| 9 |
SC US (TTGP)
Menlo Park,
California
| $5.29B | -$730M | 1 | 26.36% | Reduced |
|
| 10 |
Capital World Investors
Los Angeles,
California
| $4.39B | -$693M | 4 | 0.69% | Reduced |
|
| 11 |
Jennison Associates
New York
| $4.03B | +$879M | 3 | 2.55% | Increased |
|
| 12 |
JP Morgan Chase
New York
| $3.97B | -$1.2B | 8 | 0.46% | Reduced |
|
| 13 |
Capital Research Global Investors
Los Angeles,
California
| $3.71B | +$1.35B | 4 | 0.82% | Increased |
|
| 14 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $3.56B | +$118M | 4 | 1.96% | Increased |
|
| 15 |
State Street
Boston,
Massachusetts
| $3.19B | -$298M | 7 | 0.15% | Reduced |
|
| 16 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $3.08B | $0 | 2 | 5.44% | Maintained |
|
| 17 |
Goldman Sachs
New York
| $2.68B | +$189M | 8 | 0.53% | Increased |
|
| 18 |
Invesco
Atlanta,
Georgia
| $2.66B | -$67.7M | 6 | 0.64% | Reduced |
|
| 19 |
TMC
Toyota Motor Corp
Japan
| $2.06B | +$1.7B | 2 | 65% | Increased |
|
| 20 |
GP
Galileo PTC
Road Town, Tortola,
British Virgin Islands
| $1.69B | -$441M | 2 | 23.48% | Reduced |
|
| 21 |
Coatue Management
New York
| $1.67B | -$1.61B | 4 | 7.43% | Reduced |
|
| 22 |
ClearBridge Investments
New York
| $1.45B | +$47M | 3 | 0.99% | Increased |
|
| 23 |
MUFG Bank
Tokyo 100-8388,,
Japan
| $1.37B | +$1.09B | 1 | 60.43% | New |
|
| 24 |
Ameriprise
Minneapolis,
Minnesota
| $1.31B | +$100M | 6 | 0.36% | Increased |
|
| 25 |
Bank of America
Charlotte,
North Carolina
| $1.3B | -$272M | 8 | 0.13% | Reduced |
|