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 |
Vanguard Group
Malvern,
Pennsylvania
| $13.3B | +$2.46B | 6 | 0.29% | Increased |
|
| 2 |
Morgan Stanley
New York
| $11.7B | -$680M | 8 | 1.03% | Reduced |
|
| 3 |
BlackRock
New York
| $11.3B | +$2.07B | 7 | 0.29% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $8.87B | -$107M | 6 | 0.68% | Reduced |
|
| 5 |
JP Morgan Chase
New York
| $6.48B | +$405M | 7 | 0.62% | Increased |
|
| 6 |
State Street
Boston,
Massachusetts
| $5.79B | +$1.91B | 7 | 0.28% | Increased |
|
| 7 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $4.52B | $0 | 2 | 12.82% | Maintained |
|
| 8 |
Capital Research Global Investors
Los Angeles,
California
| $4.51B | -$246M | 4 | 1.11% | Reduced |
|
| 9 |
SC US (TTGP)
Menlo Park,
California
| $4.07B | -$108M | 2 | 33.55% | Reduced |
|
| 10 |
Capital World Investors
Los Angeles,
California
| $3.43B | +$9.61M | 3 | 0.61% | Increased |
|
| 11 |
Geode Capital Management
Boston,
Massachusetts
| $3.03B | +$902M | 7 | 0.32% | Increased |
|
| 12 |
Wellington Management Group
Boston,
Massachusetts
| $2.92B | -$471M | 4 | 0.54% | Reduced |
|
| 13 |
SB Investment Advisers (UK)
London,
United Kingdom
| $2.79B | -$336M | 2 | 24.8% | Reduced |
|
| 14 |
T. Rowe Price Associates
Baltimore,
Maryland
| $2.73B | +$652M | 5 | 0.37% | Increased |
|
| 15 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $2.67B | +$397M | 3 | 2.12% | Increased |
|
| 16 |
Norges Bank
Oslo,
Norway
| $2.55B | +$336M | 6 | 0.45% | Increased |
|
| 17 |
Invesco
Atlanta,
Georgia
| $2.03B | +$203M | 7 | 0.48% | Increased |
|
| 18 |
Jennison Associates
New York
| $1.87B | -$656M | 1 | 1.39% | Reduced |
|
| 19 |
Tiger Global Management
New York
| $1.42B | +$54.9M | 6 | 10.08% | Increased |
|
| 20 |
Nuveen
Charlotte,
North Carolina
| $1.41B | +$65.2M | 7 | 0.45% | Increased |
|
| 21 |
Sands Capital Management
Arlington,
Virginia
| $1.41B | -$642M | 3 | 4.28% | Reduced |
|
| 22 |
Northern Trust
Chicago,
Illinois
| $1.35B | +$260M | 7 | 0.24% | Increased |
|
| 23 |
Bank of America
Charlotte,
North Carolina
| $1.25B | +$44.2M | 7 | 0.13% | Increased |
|
| 24 |
Renaissance Technologies
New York
| $1.25B | +$492M | 7 | 1.93% | Increased |
|
| 25 |
Bank of New York Mellon
New York
| $1.18B | +$265M | 6 | 0.24% | Increased |
|