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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	$26.6B	+$330M	6	0.39%	Increased
2	BlackRock New York	$23.1B	+$467M	7	0.39%	Increased
3	State Street Boston, Massachusetts	$12.4B	+$367M	7	0.42%	Increased
4	Morgan Stanley New York	$12B	+$108M	8	0.72%	Increased
5	Capital Research Global Investors Los Angeles, California	$10.4B	+$556M	3	1.92%	Increased
6	SC US (TTGP) Menlo Park, California	$8.44B	+$118M	2	60.21%	Increased
7	JP Morgan Chase New York	$7.51B	-$3.5B	8	0.47%	Reduced
8	Baillie Gifford & Co Edinburgh, United Kingdom	$7.3B	-$295M	4	6.07%	Reduced
9	Geode Capital Management Boston, Massachusetts	$6.67B	+$232M	7	0.41%	Increased
10	T. Rowe Price Associates Baltimore, Maryland	$6.15B	+$1.38B	6	0.66%	Increased
11	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$5.95B	$0	1	45.97%	Maintained
12	Fidelity Investments Boston, Massachusetts	$5.72B	-$1.7B	7	0.29%	Reduced
13	Invesco Atlanta, Georgia	$4.95B	+$1.71B	7	0.47%	Increased
14	Norges Bank Oslo, Norway	$4.44B	+$4.84B	5	0.48%	New
15	Capital World Investors Los Angeles, California	$3.76B	-$89.9M	4	0.51%	Reduced
16	WCM Investment Management Laguna Beach, California	$3.32B	-$27.8M	2	6.84%	Reduced
17	UBS Group Zurich, Switzerland	$2.91B	+$620M	9	0.47%	Increased
18	Northern Trust Chicago, Illinois	$2.85B	-$57.4M	7	0.36%	Reduced
19	Goldman Sachs New York	$2.85B	-$85.2M	8	0.35%	Reduced
20	Uber San Francisco, California	$2.7B	$0	2	64.38%	Maintained
21	Bank of America Charlotte, North Carolina	$2.69B	-$375M	7	0.2%	Reduced
22	Pershing Square Capital Management New York	$2.47B	-$5.65M	1	15.9%	Reduced
23	Tiger Global Management New York	$2.46B	-$92.6M	5	8.27%	Reduced
24	Charles Schwab San Francisco, California	$2.04B	+$67.2M	7	0.32%	Increased
25	SB Investment Advisers (UK) London, United Kingdom	$2B	$0	1	20.06%	Maintained