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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	$10.3B	-$901M	7	1.02%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$7.38B	+$99.3M	5	0.18%	Increased
3	Fidelity Investments Boston, Massachusetts	$7.34B	-$142M	5	0.62%	Reduced
4	BlackRock New York	$6.83B	+$785M	6	0.19%	Increased
5	JP Morgan Chase New York	$4.47B	+$313M	6	0.49%	Increased
6	Capital Research Global Investors Los Angeles, California	$4.08B	-$322M	3	1.09%	Reduced
7	SB Investment Advisers (UK) London, United Kingdom	$3.35B	-$174M	2	25.49%	Reduced
8	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$3.19B	$0	2	8.2%	Maintained
9	State Street Boston, Massachusetts	$2.74B	+$137M	6	0.14%	Increased
10	SC US (TTGP) Menlo Park, California	$2.67B	-$2.13M	1	25.13%	Reduced
11	Capital World Investors Los Angeles, California	$2.54B	-$297M	4	0.49%	Reduced
12	Baillie Gifford & Co Edinburgh, United Kingdom	$2.24B	+$156M	3	1.9%	Increased
13	Sands Capital Management Arlington, Virginia	$2B	-$52.9M	3	6.23%	Reduced
14	Jennison Associates New York	$1.95B	-$45.3M	1	1.6%	Reduced
15	Norges Bank Oslo, Norway	$1.72B	+$104M	6	0.34%	Increased
16	Wellington Management Group Boston, Massachusetts	$1.67B	+$283M	5	0.32%	Increased
17	Invesco Atlanta, Georgia	$1.52B	+$207M	6	0.4%	Increased
18	T. Rowe Price Associates Baltimore, Maryland	$1.47B	-$387M	5	0.21%	Reduced
19	Geode Capital Management Boston, Massachusetts	$1.42B	+$52.1M	6	0.17%	Increased
20	Tiger Global Management New York	$1.15B	+$16.2M	4	9.6%	Increased
21	TMC Toyota Motor Corp Japan	$1.03B	$0	2	52.07%	Maintained
22	Nuveen Charlotte, North Carolina	$1.03B	+$137M	5	0.36%	Increased
23	Goldman Sachs New York	$916M	+$178M	6	0.2%	Increased
24	GP Galileo PTC Road Town, Tortola, British Virgin Islands	$916M	-$116K	2	21.54%	Reduced
25	Aspex Management (HK) Central, Hong Kong	$867M	-$211M	3	25.21%	Reduced