← All themes E-Commerce

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
Vanguard Group
Pennsylvania
$17B -$13.1M 6 0.34% Reduced
2
BlackRock
BlackRock
New York
$14.3B +$31.3M 7 0.33% Increased
3
Morgan Stanley
Morgan Stanley
New York
$13.2B -$1.32B 8 1.06% Reduced
4
Fidelity Investments
Fidelity Investments
Massachusetts
$11.8B +$525M 6 0.79% Increased
5
JP Morgan Chase
JP Morgan Chase
New York
$7.53B -$655M 7 0.64% Reduced
6
State Street
State Street
Massachusetts
$7.46B +$136M 7 0.33% Increased
7
SC US (TTGP)
SC US (TTGP)
California
$5.92B +$57.9M 2 43.77% Increased
8
Public Investment Fund
Public Investment Fund
Saudi Arabia
$5.65B $0 2 27.51% Maintained
9
Capital Research Global Investors
Capital Research Global Investors
California
$5.54B -$178M 4 1.25% Reduced
10
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.27B +$665M 5 0.52% Increased
11
Capital World Investors
Capital World Investors
California
$4.1B -$301M 3 0.68% Reduced
12
Geode Capital Management
Geode Capital Management
Massachusetts
$3.98B +$123M 7 0.37% Increased
13
Wellington Management Group
Wellington Management Group
Massachusetts
$3.56B -$96.8M 5 0.63% Reduced
14
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$3.54B -$71.6M 2 2.75% Reduced
15
Norges Bank
Norges Bank
Norway
$3.35B +$95.4M 6 0.53% Increased
16
Invesco
Invesco
Georgia
$2.55B +$138M 7 0.55% Increased
17
SB Investment Advisers (UK)
SB Investment Advisers (UK)
United Kingdom
$2.16B -$810M 2 21.32% Reduced
18
Sands Capital Management
Sands Capital Management
Virginia
$1.83B -$52.9M 3 5.12% Reduced
19
Bank of America
Bank of America
North Carolina
$1.79B +$246M 7 0.16% Increased
20
GQG Partners
GQG Partners
Florida
$1.73B +$685M 1 2.78% Increased
21
Tiger Global Management
Tiger Global Management
New York
$1.7B -$14.4M 6 9.3% Reduced
22
Northern Trust
Northern Trust
Illinois
$1.69B -$7.53M 7 0.29% Reduced
23
Nuveen
Nuveen
North Carolina
$1.66B -$78.1M 7 0.49% Reduced
24
Jennison Associates
Jennison Associates
New York
$1.61B -$676M 1 1.08% Reduced
25
Bank of New York Mellon
Bank of New York Mellon
New York
$1.44B -$52.3M 6 0.28% Reduced