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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	2,402	+95	+4%	$343B
2	2 Amazon AMZN $2.74T	1,480	+192	+15%	$212B
3	3 Walmart Inc WMT $922B	1,437	+11	+0.8%	$58.1B
4	4 eBay EBAY $52B	881	+12	+1%	$27.1B
5	5 Alibaba BABA $277B	757	+154	+26%	$53.7B
6	6 JD.com JD $36B	368	+91	+33%	$23.4B
7	7 News Corp Class A NWSA $15.9B	364	-1	-0.3%	$4.83B
8	8 Copart CPRT $24.3B	304	+31	+11%	$3.59B
9	9 Openlane OPLN $4.49B	266	+22	+9%	$5.18B
10	10 CoStar Group CSGP $12.2B	222	-2	-0.9%	$6.98B
11	11 LendingTree TREE $339M	191	+25	+15%	$774M
12	12 Zillow Z $6.37B	191	+7	+4%	$2.67B
13	13 Yelp YELP $1.06B	190	+7	+4%	$1.84B
14	14 Mercado Libre MELI $93.2B	187	+11	+6%	$4.08B
15	15 RB Global RBA $16.3B	186	-10	-5%	$2.51B
16	16 News Corp Class B NWS $17.5B	183	+8	+5%	$1.05B
17	17 Groupon GRPN $722M	182	-4	-2%	$1.16B
18	18 DHI Group DHX $213M	160	+24	+18%	$416M
19	GRUB 19 DELISTED Just Eat Takeaway.com N.V. American Depositary Shares GRUB	155	-5	-3%	$2.48B
20	20 Zillow ZG $6.58B	154	-24	-13%	$1.42B
21	SFUN 21 DELISTED Fang Holdings Limited American Depositary Shares (each representing ten Class A Ordinary Shares) SFUN	148	+31	+26%	$1.77B
22	22 Liquidity Services LQDT $1.37B	131	-13	-9%	$135M
23	23 Autohome ATHM $2.32B	114	+23	+25%	$1.27B
24	24 Shutterstock SSTK $149M	114	+1	+0.9%	$779M
25	25 QuinStreet QNST $895M	109	0	0%	$126M