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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	$9.9B	-$832M	8	1.01%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$7.95B	+$159M	6	0.2%	Increased
3	Fidelity Investments Boston, Massachusetts	$7.1B	-$372M	6	0.61%	Reduced
4	BlackRock New York	$7.06B	+$137M	7	0.2%	Increased
5	JP Morgan Chase New York	$4.62B	-$14M	7	0.51%	Reduced
6	Capital Research Global Investors Los Angeles, California	$3.9B	+$133M	5	1.07%	Increased
7	SC US (TTGP) Menlo Park, California	$3.8B	+$1.04B	2	34.98%	Increased
8	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$3.39B	$0	2	9.28%	Maintained
9	SB Investment Advisers (UK) London, United Kingdom	$3.05B	-$420M	2	25.08%	Reduced
10	State Street Boston, Massachusetts	$2.81B	+$26.3M	6	0.16%	Increased
11	Wellington Management Group Boston, Massachusetts	$2.61B	+$849M	5	0.52%	Increased
12	Capital World Investors Los Angeles, California	$2.61B	-$76.5M	4	0.52%	Reduced
13	Baillie Gifford & Co Edinburgh, United Kingdom	$2.14B	+$192M	3	1.95%	Increased
14	Jennison Associates New York	$1.97B	-$101M	1	1.68%	Reduced
15	Norges Bank Oslo, Norway	$1.88B	+$225M	6	0.38%	Increased
16	Sands Capital Management Arlington, Virginia	$1.83B	-$9.36M	3	6.22%	Reduced
17	T. Rowe Price Associates Baltimore, Maryland	$1.73B	+$376M	6	0.25%	Increased
18	Invesco Atlanta, Georgia	$1.58B	+$137M	6	0.43%	Increased
19	Geode Capital Management Boston, Massachusetts	$1.56B	+$106M	7	0.19%	Increased
20	Tiger Global Management New York	$1.32B	+$293M	6	9.75%	Increased
21	TMC Toyota Motor Corp Japan	$1.07B	$0	2	63.35%	Maintained
22	Nuveen Charlotte, North Carolina	$1.07B	+$42.6M	5	0.38%	Increased
23	GP Galileo PTC Road Town, Tortola, British Virgin Islands	$992M	+$47.3M	3	30.16%	Increased
24	Bank of America Charlotte, North Carolina	$967M	+$156M	7	0.11%	Increased
25	D1 Capital Partners New York	$858M	+$876M	1	12.36%	New