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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	$6.84B	+$1.04B	7	0.89%	Increased
2	SB Investment Advisers (UK) London, United Kingdom	$3.94B	-$1.64B	3	31.35%	Reduced
3	T. Rowe Price Associates Baltimore, Maryland	$3.62B	+$39.7M	5	0.46%	Increased
4	BlackRock New York	$3.44B	+$330M	7	0.11%	Increased
5	Fidelity Investments Boston, Massachusetts	$3.36B	-$45.8M	5	0.34%	Reduced
6	Vanguard Group Malvern, Pennsylvania	$3.34B	+$763M	6	0.09%	Increased
7	Tiger Global Management New York	$2.72B	-$1.93B	4	22.78%	Reduced
8	Sands Capital Management Arlington, Virginia	$2.33B	+$18.7M	3	8.08%	Increased
9	SC US (TTGP) Menlo Park, California	$2.3B	$0	1	26.85%	Maintained
10	Invesco Atlanta, Georgia	$1.8B	+$132M	6	0.54%	Increased
11	State Street Boston, Massachusetts	$1.7B	+$144M	7	0.1%	Increased
12	Baillie Gifford & Co Edinburgh, United Kingdom	$1.65B	-$73.1M	4	1.69%	Reduced
13	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$1.51B	$0	2	3.66%	Maintained
14	JP Morgan Chase New York	$1.43B	-$203M	7	0.2%	Reduced
15	Goldman Sachs New York	$1.33B	+$457M	6	0.33%	Increased
16	Capital Research Global Investors Los Angeles, California	$1.23B	+$71.6M	4	0.38%	Increased
17	HA HHLR Advisors Grand Cayman, Cayman Islands	$1.16B	+$315M	4	24.87%	Increased
18	Aspex Management (HK) Central, Hong Kong	$1.09B	+$691M	3	27.37%	Increased
19	Fisher Asset Management Camas, Washington	$979M	+$3.32M	2	0.69%	Increased
20	Dodge & Cox San Francisco, California	$977M	+$85.4M	1	0.68%	Increased
21	Jennison Associates New York	$943M	-$27.1M	3	0.94%	Reduced
22	Capital World Investors Los Angeles, California	$906M	-$631M	3	0.19%	Reduced
23	Norges Bank Oslo, Norway	$887M	+$392M	5	0.23%	Increased
24	GP Galileo PTC Road Town, Tortola, British Virgin Islands	$795M	+$64M	2	27.41%	Increased
25	Coatue Management New York	$741M	-$281M	5	8.97%	Reduced