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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	BlackRock New York	$17.9B	-$421M	7	0.31%	Reduced
2	Vanguard Capital Management Malvern, Pennsylvania	$13.5B	+$15B	5	0.33%	New
3	State Street Boston, Massachusetts	$9.85B	-$27M	7	0.34%	Reduced
4	Capital Research Global Investors Los Angeles, California	$9.32B	+$461M	3	1.45%	Increased
5	Morgan Stanley New York	$8.8B	-$831M	8	0.53%	Reduced
6	SC US (TTGP) Menlo Park, California	$5.79B	-$19.5M	2	62.63%	Reduced
7	Vanguard Portfolio Management Malvern, Pennsylvania	$5.53B	+$6.29B	5	0.29%	New
8	Geode Capital Management Boston, Massachusetts	$5.35B	+$47.1M	8	0.33%	Increased
9	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$5.24B	$0	1	43.64%	Maintained
10	T. Rowe Price Associates Baltimore, Maryland	$5.12B	+$1.31B	6	0.59%	Increased
11	Baillie Gifford & Co Edinburgh, United Kingdom	$4.81B	-$58.1M	4	4.91%	Reduced
12	Fidelity Investments Boston, Massachusetts	$3.95B	-$480M	7	0.21%	Reduced
13	Invesco Atlanta, Georgia	$3.38B	-$262M	8	0.33%	Reduced
14	JP Morgan Chase New York	$3.33B	-$2.27B	7	0.21%	Reduced
15	WCM Investment Management Laguna Beach, California	$2.65B	+$845M	2	6.04%	Increased
16	Capital World Investors Los Angeles, California	$2.49B	-$381M	4	0.34%	Reduced
17	Goldman Sachs New York	$2.48B	+$298M	8	0.28%	Increased
18	UBS Group Zurich, Switzerland	$2.33B	+$20M	9	0.35%	Increased
19	Northern Trust Chicago, Illinois	$2.27B	+$29.2M	7	0.3%	Increased
20	Pershing Square Capital Management New York	$2.15B	-$19.2M	1	15.71%	Reduced
21	Bank of America Charlotte, North Carolina	$2.13B	-$32.4M	7	0.16%	Reduced
22	Uber San Francisco, California	$1.98B	$0	2	54.93%	Maintained
23	Janus Henderson Group London,	$1.76B	+$516M	6	0.84%	Increased
24	Wellington Management Group Boston, Massachusetts	$1.75B	+$358M	5	0.33%	Increased
25	Charles Schwab San Francisco, California	$1.75B	+$84M	7	0.27%	Increased