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
| $7.28B | +$89.3M | 8 | 0.83% | Increased |
|
| 2 |
Fidelity Investments
Boston,
Massachusetts
| $4.66B | +$867M | 5 | 0.46% | Increased |
|
| 3 |
Vanguard Group
Malvern,
Pennsylvania
| $4.24B | +$227M | 6 | 0.12% | Increased |
|
| 4 |
BlackRock
New York
| $3.81B | +$114M | 7 | 0.12% | Increased |
|
| 5 |
Capital Research Global Investors
Los Angeles,
California
| $3.48B | +$986M | 3 | 1.05% | Increased |
|
| 6 |
SB Investment Advisers (UK)
London,
United Kingdom
| $3.31B | -$221M | 2 | 27.61% | Reduced |
|
| 7 |
JP Morgan Chase
New York
| $1.97B | +$290M | 7 | 0.26% | Increased |
|
| 8 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $1.81B | $0 | 2 | 5.86% | Maintained |
|
| 9 |
State Street
Boston,
Massachusetts
| $1.76B | -$5.01M | 7 | 0.1% | Reduced |
|
| 10 |
SC US (TTGP)
Menlo Park,
California
| $1.75B | -$272K | 1 | 23.1% | Reduced |
|
| 11 |
Capital World Investors
Los Angeles,
California
| $1.74B | +$572M | 4 | 0.37% | Increased |
|
| 12 |
Sands Capital Management
Arlington,
Virginia
| $1.62B | -$215M | 3 | 6.12% | Reduced |
|
| 13 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.57B | -$515M | 4 | 0.25% | Reduced |
|
| 14 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $1.53B | +$253M | 3 | 1.59% | Increased |
|
| 15 |
Tiger Global Management
New York
| $1.48B | -$1.11B | 4 | 18.18% | Reduced |
|
| 16 |
Invesco
Atlanta,
Georgia
| $1.45B | -$99.7M | 6 | 0.43% | Reduced |
|
| 17 |
Jennison Associates
New York
| $1.2B | -$36.8M | 3 | 1.22% | Reduced |
|
| 18 |
Aspex Management (HK)
Central,
Hong Kong
| $1.06B | +$235M | 3 | 29.2% | Increased |
|
| 19 |
Norges Bank
Oslo,
Norway
| $1.01B | +$97M | 6 | 0.24% | Increased |
|
| 20 |
Goldman Sachs
New York
| $996M | -$260M | 6 | 0.24% | Reduced |
|
| 21 |
TMC
Toyota Motor Corp
Japan
| $870M | $0 | 2 | 72.99% | Maintained |
|
| 22 |
Geode Capital Management
Boston,
Massachusetts
| $867M | +$38M | 7 | 0.12% | Increased |
|
| 23 |
Dodge & Cox
San Francisco,
California
| $788M | -$64.5M | 1 | 0.54% | Reduced |
|
| 24 |
Fisher Asset Management
Camas,
Washington
| $777M | +$2.17M | 2 | 0.53% | Increased |
|
| 25 |
Ameriprise
Minneapolis,
Minnesota
| $695M | +$101M | 5 | 0.24% | Increased |
|