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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	2,833	+49	+2%	$645B
2	2 Amazon AMZN $2.74T	2,452	+66	+3%	$554B
3	3 Walmart Inc WMT $922B	1,803	+27	+2%	$81.2B
4	4 Alibaba BABA $277B	1,383	+24	+2%	$165B
5	5 eBay EBAY $52B	897	-9	-1%	$27B
6	6 Copart CPRT $24.3B	537	+46	+9%	$9.8B
7	7 JD.com JD $36B	457	-75	-14%	$15.4B
8	GRUB 8 DELISTED Just Eat Takeaway.com N.V. American Depositary Shares GRUB	413	+61	+17%	$11.7B
9	9 CoStar Group CSGP $12.2B	404	+26	+7%	$14.8B
10	10 Mercado Libre MELI $93.2B	397	+5	+1%	$14.5B
11	11 News Corp Class A NWSA $15.9B	394	-5	-1%	$4.77B
12	12 Openlane OPLN $4.49B	384	+10	+3%	$7.89B
13	13 Etsy ETSY $7.61B	309	+43	+16%	$5.66B
14	14 Cars.com CARS $531M	263	+6	+2%	$2.35B
15	15 Zillow Z $6.37B	244	-25	-9%	$5.59B
16	16 Yelp YELP $1.06B	234	+13	+6%	$3.74B
17	17 Autohome ATHM $2.32B	224	-29	-11%	$4.73B
18	18 LendingTree TREE $339M	219	-23	-10%	$2.57B
19	19 Groupon GRPN $722M	218	-8	-4%	$1.46B
20	20 RB Global RBA $16.3B	217	+32	+17%	$3.65B
21	21 News Corp Class B NWS $17.5B	191	-23	-11%	$774M
22	22 QuinStreet QNST $895M	180	+14	+8%	$559M
23	23 Zillow ZG $6.58B	167	+1	+0.6%	$2.2B
24	24 Shutterstock SSTK $149M	155	0	0%	$1.09B
25	25 CarGurus CARG $2.67B	147	+45	+44%	$4.23B