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
| $18.5B | +$284M | 7 | 0.33% | Increased |
|
| 2 |
BlackRock
New York
| $15.7B | +$62.1M | 7 | 0.33% | Increased |
|
| 3 |
Morgan Stanley
New York
| $11.6B | -$1.05B | 8 | 0.84% | Reduced |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $9.55B | -$1.44B | 6 | 0.58% | Reduced |
|
| 5 |
State Street
Boston,
Massachusetts
| $8.18B | +$138M | 8 | 0.33% | Increased |
|
| 6 |
Capital Research Global Investors
Los Angeles,
California
| $7.8B | +$1.38B | 4 | 1.62% | Increased |
|
| 7 |
JP Morgan Chase
New York
| $7.52B | -$397M | 8 | 0.57% | Reduced |
|
| 8 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $5.91B | +$585M | 3 | 4.42% | Increased |
|
| 9 |
SC US (TTGP)
Menlo Park,
California
| $5.91B | -$268M | 2 | 43.12% | Reduced |
|
| 10 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $5.55B | $0 | 2 | 20.76% | Maintained |
|
| 11 |
T. Rowe Price Associates
Baltimore,
Maryland
| $4.42B | +$46.9M | 5 | 0.51% | Increased |
|
| 12 |
Geode Capital Management
Boston,
Massachusetts
| $4.31B | +$165M | 8 | 0.35% | Increased |
|
| 13 |
Wellington Management Group
Boston,
Massachusetts
| $3.99B | +$231M | 7 | 0.7% | Increased |
|
| 14 |
Norges Bank
Oslo,
Norway
| $3.95B | -$150M | 6 | 0.55% | Reduced |
|
| 15 |
Capital World Investors
Los Angeles,
California
| $3.44B | +$19.9M | 2 | 0.53% | Increased |
|
| 16 |
Invesco
Atlanta,
Georgia
| $2.55B | -$14.1M | 7 | 0.49% | Reduced |
|
| 17 |
Tiger Global Management
New York
| $2.39B | -$41.9M | 5 | 10.19% | Reduced |
|
| 18 |
Edgewood Management
Greenwich,
Connecticut
| $2.07B | +$185M | 1 | 5.59% | Increased |
|
| 19 |
Goldman Sachs
New York
| $2.04B | -$389M | 7 | 0.33% | Reduced |
|
| 20 |
WCM Investment Management
Laguna Beach,
California
| $2.02B | +$414M | 2 | 4.57% | Increased |
|
| 21 |
Amundi
Paris,
France
| $1.96B | +$12.5M | 5 | 0.72% | Increased |
|
| 22 |
Sands Capital Management
Arlington,
Virginia
| $1.92B | -$10.8M | 4 | 5.84% | Reduced |
|
| 23 |
Northern Trust
Chicago,
Illinois
| $1.87B | +$65.7M | 7 | 0.31% | Increased |
|
| 24 |
Janus Henderson Group
London,
| $1.82B | +$233M | 5 | 0.93% | Increased |
|
| 25 |
SB Investment Advisers (UK)
London,
United Kingdom
| $1.78B | -$351M | 2 | 14.7% | Reduced |
|