
2484.T-14.72%4.0%

3690.HK-34.20%4.0%

9526.SR-43.46%4.0%

BABA-44.12%4.0%

CPNG-58.02%4.0%

DASH-30.34%4.0%

DHER.XETRA+39.37%4.0%

DIDIY-44.17%4.0%

DPZ-31.36%4.0%

ETERNAL.NS-12.36%4.0%

GOTO.JK-68.94%4.0%

GRAB-48.93%4.0%

JD-28.36%4.0%

JMIA-41.73%4.0%

JTKWY-3.41%4.0%

MGLU3.SA-10.90%4.0%

NPN.JO-43.69%4.0%

OLO0.00%4.0%

PRX.AS-45.25%4.0%

ROO.LSE-1.85%4.0%

SE-48.27%4.0%

SWIGGY.NS-47.67%4.0%

UBER-29.65%4.0%
YDEX.ME-4.94%4.0%

ZAB.WAR+34.28%4.0%
As of Oct 2, 2026, 9:55 PM ET
Small Themes '24: Global Food Delivery Constituents
Alibaba Group Holding LimitedBABA | 4.0% | -1.49% | -9.04% | -5.38% | -1.54% | -27.82% | -26.58% | -18.48% | -44.12% | -6.19% | -24.98% | $253.71B |
Coupang, Inc.CPNG | 4.0% | -0.14% | -6.43% | -14.40% | -0.94% | -42.05% | -28.35% | -39.22% | -58.02% | -42.92% | -49.38% | $24.77B |
Deliveroo plcROO.LSE | 4.0% | 0.00% | -1.09% | -2.35% | 0.00% | -2.05% | -2.15% | 40.67% | -1.85% | 16.91% | -38.69% | $3.50B |
Delivery Hero SEDHER.XETRA | 4.0% | 1.05% | -1.90% | -1.92% | 1.05% | 55.65% | 79.09% | 67.29% | 39.37% | 0.74% | -67.55% | $12.54B |
Demae-Can Co.,Ltd2484.T | 4.0% | 2.00% | 0.34% | -5.11% | 2.00% | 15.52% | 5.82% | -37.26% | -14.72% | -47.83% | -93.78% | $107.9M |
DiDi Global Inc.DIDIY | 4.0% | 1.67% | 0.28% | -2.15% | 1.39% | -31.06% | -17.27% | -25.87% | -44.17% | -21.34% | -51.85% | $16.45B |
Domino's Pizza, Inc.DPZ | 4.0% | 0.89% | -0.38% | -14.62% | 0.34% | -28.99% | -26.46% | -36.55% | -31.36% | -28.49% | -34.21% | $9.85B |
DoorDash, Inc.DASH | 4.0% | 3.83% | -2.11% | -16.84% | 3.28% | -16.92% | 6.62% | -0.58% | -30.34% | 33.09% | -7.27% | $82.42B |
Eternal Ltd.ETERNAL.NS | 4.0% | 0.00% | -8.92% | -5.19% | 0.00% | 3.43% | 20.26% | 31.34% | -12.36% | 1.79% | 74.89% | $29.99B |
Grab Holdings LimitedGRAB | 4.0% | -1.28% | -2.52% | -12.46% | -0.96% | -38.08% | -26.78% | -32.97% | -48.93% | -16.76% | -70.13% | $12.24B |
Jahez International Company for Information Systems Technology9526.SR | 4.0% | 0.00% | 0.04% | 0.91% | 0.00% | -13.85% | 7.16% | -57.86% | -43.46% | -45.56% | -72.95% | $691.2M |
JD.com, Inc.JD | 4.0% | -2.24% | -5.86% | -7.38% | -2.26% | -10.19% | -2.85% | -35.46% | -28.36% | -42.20% | -60.65% | $36.19B |
Jumia Technologies AGJMIA | 4.0% | -0.43% | -0.64% | -2.72% | 0.36% | -44.16% | -15.25% | 217.05% | -41.73% | 24.46% | -62.45% | $428.5M |
Just Eat Takeaway.com N.V.JTKWY | 4.0% | 0.00% | -4.12% | 12.98% | -4.73% | 11.98% | 1.91% | 8.23% | -3.41% | 63.01% | -68.05% | $4.75B |
Magazine Luiza S.A.MGLU3.SA | 4.0% | 0.53% | 25.85% | 37.27% | 0.53% | -10.82% | -20.11% | -20.23% | -10.90% | -11.21% | -94.18% | $1.13B |
Meituan3690.HK | 4.0% | -2.09% | -4.14% | -10.90% | -2.09% | -32.60% | -13.74% | -55.88% | -34.20% | -66.12% | -71.77% | $55.22B |
MKPAO YandexYDEX.ME | 4.0% | -0.04% | -3.19% | 4.93% | -0.01% | -25.50% | -29.47% | -17.64% | -4.94% | 2.21% | -45.96% | $15.54B |
Naspers LimitedNPN.JO | 4.0% | -0.68% | -9.98% | -10.71% | -0.68% | -37.77% | -25.08% | -16.13% | -43.69% | -16.35% | 25.91% | $31.35B |
Olo Inc.OLO | 4.0% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 65.75% | 0.00% | 118.30% | -65.47% | $1.74B |
Prosus N.V.PRX.AS | 4.0% | -0.90% | -9.24% | -8.49% | -0.90% | -37.06% | -23.91% | -15.53% | -45.25% | -13.05% | 8.68% | $82.71B |
PT GoTo Gojek Tokopedia TbkGOTO.JK | 4.0% | 7.14% | -40.13% | -66.45% | 7.14% | -73.79% | -72.50% | -79.79% | -68.94% | -73.85% | -95.62% | $1.78B |
Sea LimitedSE | 4.0% | -0.08% | -8.08% | -15.53% | 0.02% | -25.30% | -12.13% | -29.19% | -48.27% | 0.05% | -70.21% | $57.15B |
Swiggy LimitedSWIGGY.NS | 4.0% | 0.00% | -16.85% | -12.11% | 0.00% | -43.04% | -25.57% | -38.76% | -47.67% | -54.47% | -59.86% | $6.47B |
Uber Technologies, Inc.UBER | 4.0% | 0.34% | -2.75% | -11.10% | 0.13% | -16.82% | -9.88% | -8.77% | -29.65% | -6.62% | 44.76% | $138.64B |
Zabka Group S.A.ZAB.WAR | 4.0% | 0.16% | -1.03% | -2.40% | 0.16% | 29.04% | 31.41% | 48.48% | 34.28% | 47.71% | 49.57% | $8.12B |
| Theme return | — | 0.33% | -4.48% | -7.72% | 0.16% | -16.70% | -8.29% | -4.72% | -24.63% | -0.35% | -21.46% | — |
| Average | 4.0% | 0.33% | -4.48% | -6.88% | 0.09% | -17.69% | -9.03% | -3.49% | -26.51% | -7.39% | -40.05% | $35.50B |
| Median | 4.0% | 0.00% | -2.75% | -5.38% | 0.00% | -25.30% | -13.74% | -18.48% | -31.36% | -11.21% | -59.86% | $12.54B |
| Std Dev | 0.0% | 1.86% | 10.23% | 16.31% | 2.06% | 26.61% | 26.86% | 58.25% | 26.11% | 41.87% | 46.08% | $55.46B |
| Min | 4.0% | -2.24% | -40.13% | -66.45% | -4.73% | -73.79% | -72.50% | -79.79% | -68.94% | -73.85% | -95.62% | $107.9M |
| Max | 4.0% | 7.14% | 25.85% | 37.27% | 7.14% | 55.65% | 79.09% | 217.05% | 39.37% | 118.30% | 74.89% | $253.71B |
| % Positive Tickers | 36.00% | 16.00% | 16.00% | 44.00% | 20.00% | 28.00% | 28.00% | 8.00% | 40.00% | 20.00% |