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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	Morgan Stanley New York	$10.1B	+$2.09B	7	1.36%	Increased
2	SB Investment Advisers (UK) London, United Kingdom	$8.63B	-$374M	3	40.91%	Reduced
3	T. Rowe Price Associates Baltimore, Maryland	$6.46B	+$442M	6	0.65%	Increased
4	Tiger Global Management New York	$5.45B	-$1.06B	4	20.45%	Reduced
5	BlackRock New York	$5.43B	+$762M	7	0.15%	Increased
6	Fidelity Investments Boston, Massachusetts	$5.24B	-$281M	7	0.42%	Reduced
7	Vanguard Group Malvern, Pennsylvania	$4.84B	+$343M	6	0.11%	Increased
8	SC US (TTGP) Menlo Park, California	$4.2B	+$33.3M	1	26.88%	Increased
9	Sands Capital Management Arlington, Virginia	$4.16B	+$343M	3	9.56%	Increased
10	Baillie Gifford & Co Edinburgh, United Kingdom	$3.05B	+$945M	4	2.14%	Increased
11	State Street Boston, Massachusetts	$2.65B	+$358M	7	0.13%	Increased
12	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$2.63B	+$9.19M	3	5.98%	Increased
13	JP Morgan Chase New York	$2.58B	-$10.4M	7	0.31%	Reduced
14	Capital World Investors Los Angeles, California	$2.49B	-$144M	3	0.43%	Reduced
15	Capital Research Global Investors Los Angeles, California	$1.93B	-$410M	3	0.48%	Reduced
16	Jennison Associates New York	$1.66B	-$1.33B	3	1.22%	Reduced
17	Invesco Atlanta, Georgia	$1.64B	-$487M	6	0.42%	Reduced
18	Goldman Sachs New York	$1.46B	-$377M	7	0.31%	Reduced
19	Coatue Management New York	$1.44B	+$156M	4	10.52%	Increased
20	Bank of America Charlotte, North Carolina	$1.39B	+$463M	6	0.13%	Increased
21	GP Galileo PTC Road Town, Tortola, British Virgin Islands	$1.32B	-$758K	2	23.72%	Reduced
22	Fisher Asset Management Camas, Washington	$1.29B	+$306M	2	0.76%	Increased
23	HA HHLR Advisors Grand Cayman, Cayman Islands	$1.16B	+$559M	4	24.15%	Increased
24	Geode Capital Management Boston, Massachusetts	$1.11B	+$155M	7	0.14%	Increased
25	ClearBridge Investments New York	$1.1B	+$73.8M	3	0.83%	Increased