← 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 Malvern, Pennsylvania	$17B	+$325M	7	0.3%	Increased
2	BlackRock New York	$15.2B	+$1.1B	7	0.31%	Increased
3	Morgan Stanley New York	$10.3B	-$738M	8	0.72%	Reduced
4	Capital Research Global Investors Los Angeles, California	$9.54B	+$2.84B	4	1.96%	Increased
5	State Street Boston, Massachusetts	$7.48B	+$243M	8	0.3%	Increased
6	Baillie Gifford & Co Edinburgh, United Kingdom	$6.78B	+$10.9M	3	5.21%	Increased
7	JP Morgan Chase New York	$6.63B	-$619M	8	0.49%	Reduced
8	SC US (TTGP) Menlo Park, California	$6.44B	-$294M	2	51.93%	Reduced
9	Fidelity Investments Boston, Massachusetts	$4.99B	-$3.79B	7	0.3%	Reduced
10	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$4.56B	+$80.2M	3	17.05%	Increased
11	Geode Capital Management Boston, Massachusetts	$3.95B	+$108M	8	0.31%	Increased
12	Norges Bank Oslo, Norway	$3.87B	+$13.1M	6	0.51%	Increased
13	Capital World Investors Los Angeles, California	$3.87B	+$616M	2	0.59%	Increased
14	Wellington Management Group Boston, Massachusetts	$2.87B	-$676M	6	0.52%	Reduced
15	WCM Investment Management Laguna Beach, California	$2.81B	+$498M	2	6.61%	Increased
16	Tiger Global Management New York	$2.68B	$0	5	10.12%	Maintained
17	Uber San Francisco, California	$2.6B	+$2.49B	2	53.49%	New
18	T. Rowe Price Associates Baltimore, Maryland	$2.42B	-$1.92B	5	0.28%	Reduced
19	Invesco Atlanta, Georgia	$2.35B	-$98.3M	7	0.43%	Reduced
20	Sands Capital Management Arlington, Virginia	$2.12B	-$20.5M	4	6.26%	Reduced
21	Northern Trust Chicago, Illinois	$1.96B	+$277M	7	0.28%	Increased
22	SB Investment Advisers (UK) London, United Kingdom	$1.9B	-$257M	1	16.66%	Reduced
23	Arrowstreet Capital Boston, Massachusetts	$1.82B	+$386M	5	1.46%	Increased
24	Goldman Sachs New York	$1.68B	-$348M	8	0.26%	Reduced
25	UBS Group Zurich, Switzerland	$1.61B	+$867M	10	0.3%	Increased