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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	2,297	+171	+8%	$385B
2	2 Walmart Inc WMT $922B	1,470	+104	+8%	$84.4B
3	3 Amazon AMZN $2.74T	1,042	+60	+6%	$94.6B
4	4 eBay EBAY $52B	1,021	+36	+4%	$56.4B
5	5 Alibaba BABA $277B	690	+195	+39%	$44B
6	6 News Corp Class A NWSA $15.9B	404	+25	+7%	$5.85B
7	7 Copart CPRT $24.3B	262	-2	-0.8%	$3.79B
8	8 Openlane OPLN $4.49B	237	+25	+12%	$4.96B
9	9 Yelp YELP $1.06B	229	-7	-3%	$3.24B
10	10 CoStar Group CSGP $12.2B	213	+5	+2%	$6.19B
11	11 Groupon GRPN $722M	206	+25	+14%	$3.72B
12	12 Mercado Libre MELI $93.2B	196	+13	+7%	$4.54B
13	13 Zillow ZG $6.58B	189	+12	+7%	$4.48B
14	14 DHI Group DHX $213M	174	+27	+18%	$453M
15	15 JD.com JD $36B	168	+26	+18%	$8.82B
16	16 RB Global RBA $16.3B	160	+4	+3%	$2.75B
17	GRUB 17 DELISTED Just Eat Takeaway.com N.V. American Depositary Shares GRUB	142	+39	+38%	$2.05B
18	18 News Corp Class B NWS $17.5B	141	+15	+12%	$1.13B
19	19 Liquidity Services LQDT $1.37B	138	+6	+5%	$165M
20	SFUN 20 DELISTED Fang Holdings Limited American Depositary Shares (each representing ten Class A Ordinary Shares) SFUN	120	-13	-10%	$1.18B
21	21 Shutterstock SSTK $149M	116	-4	-3%	$1.47B
22	22 eHealth EHTH $19.5M	106	+10	+10%	$438M
23	23 QuinStreet QNST $895M	95	-7	-7%	$165M
24	24 Angi Inc ANGI $248M	94	-10	-10%	$291M
25	25 DELISTED TrueCar TRUE	88	+13	+17%	$790M