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
| $16.6B | +$1.18B | 6 | 0.32% | Increased |
|
| 2 |
BlackRock
New York
| $14.2B | +$636M | 8 | 0.32% | Increased |
|
| 3 |
Morgan Stanley
New York
| $11.3B | -$871M | 7 | 0.88% | Reduced |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $10.1B | -$1.53B | 6 | 0.65% | Reduced |
|
| 5 |
State Street
Boston,
Massachusetts
| $7.4B | +$339M | 7 | 0.32% | Increased |
|
| 6 |
JP Morgan Chase
New York
| $7.12B | +$222M | 8 | 0.58% | Increased |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| $5.6B | +$572M | 3 | 1.23% | Increased |
|
| 8 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $5.35B | $0 | 2 | 25.83% | Maintained |
|
| 9 |
SC US (TTGP)
Menlo Park,
California
| $4.79B | -$6.24M | 2 | 38.6% | Reduced |
|
| 10 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $3.97B | +$186M | 3 | 3.1% | Increased |
|
| 11 |
T. Rowe Price Associates
Baltimore,
Maryland
| $3.89B | -$233M | 5 | 0.47% | Reduced |
|
| 12 |
Geode Capital Management
Boston,
Massachusetts
| $3.8B | +$63.2M | 8 | 0.33% | Increased |
|
| 13 |
Norges Bank
Oslo,
Norway
| $3.54B | +$91.6M | 6 | 0.53% | Increased |
|
| 14 |
Wellington Management Group
Boston,
Massachusetts
| $3.53B | +$212M | 6 | 0.63% | Increased |
|
| 15 |
Capital World Investors
Los Angeles,
California
| $3.03B | -$610M | 3 | 0.49% | Reduced |
|
| 16 |
Invesco
Atlanta,
Georgia
| $2.15B | -$310M | 7 | 0.45% | Reduced |
|
| 17 |
Goldman Sachs
New York
| $2.04B | +$801M | 7 | 0.34% | Increased |
|
| 18 |
Tiger Global Management
New York
| $1.95B | +$27.2M | 5 | 9.04% | Increased |
|
| 19 |
SB Investment Advisers (UK)
London,
United Kingdom
| $1.94B | -$234M | 2 | 17.9% | Reduced |
|
| 20 |
Edgewood Management
Greenwich,
Connecticut
| $1.81B | +$515M | 1 | 4.91% | Increased |
|
| 21 |
Amundi
Paris,
France
| $1.78B | +$907M | 5 | 0.68% | Increased |
|
| 22 |
Bank of America
Charlotte,
North Carolina
| $1.66B | -$99.4M | 8 | 0.15% | Reduced |
|
| 23 |
Northern Trust
Chicago,
Illinois
| $1.63B | +$39.4M | 8 | 0.27% | Increased |
|
| 24 |
Sands Capital Management
Arlington,
Virginia
| $1.52B | -$251M | 3 | 4.47% | Reduced |
|
| 25 |
Nuveen
Charlotte,
North Carolina
| $1.48B | -$129M | 7 | 0.43% | Reduced |
|