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Marketplaces

A marketplace does not own the goods it sells; it matches third party sellers with buyers and takes a fee. The economics are asset light and depend on keeping both sides of the platform in balance.

106 stocks

#	Name	Funds holding	Growth	Growth %	Fund value
1	1 Apple AAPL $5.01T	2,051	-22	-1%	$282B
2	2 Walmart Inc WMT $922B	1,387	-27	-2%	$74B
3	3 Amazon AMZN $2.74T	1,032	+12	+1%	$103B
4	4 eBay EBAY $52B	1,028	+20	+2%	$56.5B
5	5 News Corp Class A NWSA $15.9B	401	-25	-6%	$6.25B
6	6 Copart CPRT $24.3B	262	-3	-1%	$3.96B
7	7 Yelp YELP $1.06B	240	+31	+15%	$3.99B
8	8 CoStar Group CSGP $12.2B	239	+21	+10%	$5.22B
9	9 Openlane OPLN $4.49B	218	+8	+4%	$4.37B
10	10 Groupon GRPN $722M	208	-19	-8%	$3.81B
11	11 Mercado Libre MELI $93.2B	172	-14	-8%	$3.7B
12	12 Zillow ZG $6.58B	167	+16	+11%	$2.95B
13	SFUN 13 DELISTED Fang Holdings Limited American Depositary Shares (each representing ten Class A Ordinary Shares) SFUN	156	+7	+5%	$1.96B
14	14 Liquidity Services LQDT $1.37B	153	-11	-7%	$818M
15	15 RB Global RBA $16.3B	140	-15	-10%	$2.59B
16	16 eHealth EHTH $19.5M	136	-5	-4%	$992M
17	17 News Corp Class B NWS $17.5B	135	+2	+2%	$1.45B
18	18 DHI Group DHX $213M	123	-14	-10%	$354M
19	19 Shutterstock SSTK $149M	120	+8	+7%	$1.37B
20	20 Angi Inc ANGI $248M	101	-10	-9%	$692M
21	21 QuinStreet QNST $895M	100	+3	+3%	$176M
22	22 LendingTree TREE $339M	90	+11	+14%	$163M
23	23 Travelzoo TZOO $51.9M	70	-11	-14%	$122M
24	AUTO 24 DELISTED AutoWeb, Inc. Common Stock AUTO	59	+7	+13%	$63.4M
25	25 Autohome ATHM $2.32B	49	-11	-18%	$273M