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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	$21.6B	+$1.97B	7	0.39%	Increased
2	BlackRock New York	$19.5B	+$1.69B	8	0.41%	Increased
3	Morgan Stanley New York	$11.2B	-$653M	8	0.8%	Reduced
4	Capital Research Global Investors Los Angeles, California	$10.2B	-$1.18B	4	2.21%	Reduced
5	State Street Boston, Massachusetts	$10.1B	+$1.33B	8	0.42%	Increased
6	JP Morgan Chase New York	$8.01B	+$345M	8	0.58%	Increased
7	Baillie Gifford & Co Edinburgh, United Kingdom	$7.74B	-$231M	4	6.75%	Reduced
8	Fidelity Investments Boston, Massachusetts	$7.49B	+$1.47B	6	0.48%	Increased
9	SC US (TTGP) Menlo Park, California	$6.82B	-$48.9M	2	64.49%	Reduced
10	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$5.57B	+$62.7M	3	21.78%	Increased
11	Geode Capital Management Boston, Massachusetts	$5.3B	+$696M	8	0.42%	Increased
12	Norges Bank Oslo, Norway	$4.54B	-$39.5M	6	0.64%	Reduced
13	Capital World Investors Los Angeles, California	$3.95B	-$484M	2	0.64%	Reduced
14	WCM Investment Management Laguna Beach, California	$3.29B	-$111M	2	8.46%	Reduced
15	Invesco Atlanta, Georgia	$2.95B	+$267M	7	0.56%	Increased
16	Tiger Global Management New York	$2.94B	-$176M	5	11.06%	Reduced
17	Wellington Management Group Boston, Massachusetts	$2.85B	-$497M	6	0.55%	Reduced
18	Northern Trust Chicago, Illinois	$2.59B	+$293M	7	0.38%	Increased
19	T. Rowe Price Associates Baltimore, Maryland	$2.54B	-$312M	5	0.31%	Reduced
20	Uber San Francisco, California	$2.45B	-$7.21M	2	51.13%	Reduced
21	Sands Capital Management Arlington, Virginia	$2.27B	-$160M	4	7.72%	Reduced
22	UBS Group Zurich, Switzerland	$2.21B	+$337M	10	0.41%	Increased
23	Pershing Square Capital Management New York	$2.21B	+$2.18B	1	18.5%	New
24	Jennison Associates New York	$2.09B	+$145M	2	1.46%	Increased
25	Bank of America Charlotte, North Carolina	$1.96B	+$235M	8	0.16%	Increased