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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	2,346	-58	-2%	$297B
2	2 Amazon AMZN $2.74T	1,597	+112	+8%	$224B
3	3 Walmart Inc WMT $922B	1,497	+21	+1%	$66.7B
4	4 eBay EBAY $52B	774	-17	-2%	$22.2B
5	5 Alibaba BABA $277B	700	-29	-4%	$57.8B
6	6 News Corp Class A NWSA $15.9B	369	+6	+2%	$4.17B
7	7 Copart CPRT $24.3B	344	+50	+17%	$4.57B
8	8 JD.com JD $36B	340	-30	-8%	$15.9B
9	9 Openlane OPLN $4.49B	284	+28	+11%	$5.89B
10	10 CoStar Group CSGP $12.2B	250	+20	+9%	$7.36B
11	11 Mercado Libre MELI $93.2B	213	+15	+8%	$4.68B
12	12 Zillow Z $6.37B	205	+11	+6%	$3.94B
13	13 Groupon GRPN $722M	204	+12	+6%	$1.03B
14	14 Yelp YELP $1.06B	190	+16	+9%	$1.77B
15	15 RB Global RBA $16.3B	185	+12	+7%	$3.19B
16	16 News Corp Class B NWS $17.5B	183	+6	+3%	$739M
17	GRUB 17 DELISTED Just Eat Takeaway.com N.V. American Depositary Shares GRUB	174	+26	+18%	$3.18B
18	18 LendingTree TREE $339M	170	-15	-8%	$861M
19	19 DHI Group DHX $213M	161	-3	-2%	$283M
20	20 Zillow ZG $6.58B	155	+17	+12%	$1.99B
21	SFUN 21 DELISTED Fang Holdings Limited American Depositary Shares (each representing ten Class A Ordinary Shares) SFUN	148	-1	-0.7%	$1.28B
22	22 Shutterstock SSTK $149M	136	+21	+18%	$1.03B
23	23 Liquidity Services LQDT $1.37B	129	+6	+5%	$157M
24	24 Etsy ETSY $7.61B	128	+15	+13%	$634M
25	25 eHealth EHTH $19.5M	108	+17	+19%	$241M