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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	2,404	+2	+0.1%	$347B
2	2 Amazon AMZN $2.74T	1,485	+5	+0.3%	$185B
3	3 Walmart Inc WMT $922B	1,476	+39	+3%	$64.2B
4	4 eBay EBAY $52B	791	-90	-10%	$23B
5	5 Alibaba BABA $277B	729	-28	-4%	$50.8B
6	6 JD.com JD $36B	370	+2	+0.5%	$19.3B
7	7 News Corp Class A NWSA $15.9B	363	-1	-0.3%	$4.66B
8	8 Copart CPRT $24.3B	294	-10	-3%	$3.77B
9	9 Openlane OPLN $4.49B	256	-10	-4%	$5.3B
10	10 CoStar Group CSGP $12.2B	230	+8	+4%	$6.44B
11	11 Mercado Libre MELI $93.2B	198	+11	+6%	$3.93B
12	12 Zillow Z $6.37B	194	+3	+2%	$2.72B
13	13 Groupon GRPN $722M	192	+10	+5%	$1.28B
14	14 LendingTree TREE $339M	185	-6	-3%	$932M
15	15 News Corp Class B NWS $17.5B	177	-6	-3%	$896M
16	16 Yelp YELP $1.06B	174	-16	-8%	$1.17B
17	17 RB Global RBA $16.3B	173	-13	-7%	$2.6B
18	18 DHI Group DHX $213M	164	+4	+3%	$381M
19	SFUN 19 DELISTED Fang Holdings Limited American Depositary Shares (each representing ten Class A Ordinary Shares) SFUN	149	+1	+0.7%	$1.48B
20	GRUB 20 DELISTED Just Eat Takeaway.com N.V. American Depositary Shares GRUB	148	-7	-5%	$2.52B
21	21 Zillow ZG $6.58B	138	-16	-10%	$1.41B
22	22 Liquidity Services LQDT $1.37B	123	-8	-6%	$104M
23	23 Shutterstock SSTK $149M	115	+1	+0.9%	$843M
24	24 Etsy ETSY $7.61B	113	+6	+6%	$486M
25	25 Autohome ATHM $2.32B	110	-4	-4%	$896M