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E-Commerce

E-commerce moves retail from a shop to a screen, and drags with it the warehousing, delivery, and payment systems needed to make that work. Scale and delivery density decide who earns a profit.

240 stocks

Food Delivery Marketplaces

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
226	BWA Brave Warrior Advisors New York	$284M	+$252M	1	13.15%	New
227	Burgundy Asset Management Toronto, Ontario, Canada	$284M	+$302M	3	4.83%	New
228	Brandywine Global Investment Management Philadelphia, Pennsylvania	$282M	+$296M	6	2.9%	New
229	NG NatWest Group Edinburgh, Scotland, United Kingdom	$282M	+$296M	8	4.01%	New
230	First Trust Advisors Wheaton, Illinois	$279M	+$274M	20	1.81%	New
231	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$277M	+$289M	13	2.16%	New
232	USSCPF United States Steel & Carnegie Pension Fund New York	$273M	+$274M	3	6.13%	New
233	Blackhill Capital Morristown, New Jersey	$271M	+$261M	1	43.9%	New
234	Ruane, Cunniff & Goldfarb New York	$270M	+$280M	4	1.74%	New
235	Luther King Capital Management (LKCM) Fort Worth, Texas	$269M	+$279M	8	2.5%	New
236	I.G. Investment Management Winnipeg, Manitoba, Canada	$267M	+$285M	8	1.08%	New
237	Los Angeles Capital Management Los Angeles, California	$267M	+$275M	7	3.77%	New
238	Employees Retirement System of Texas Austin, Texas	$266M	+$279M	9	3.16%	New
239	Glenmede Trust Philadelphia, Pennsylvania	$263M	+$273M	17	3.28%	New
240	Virginia Retirement Systems Richmond, Virginia	$262M	+$276M	13	4.94%	New
241	Sterling Capital Management Charlotte, North Carolina	$261M	+$268M	7	3.21%	New
242	Nuveen Charlotte, North Carolina	$259M	+$270M	11	1.74%	New
243	EPCM Eton Park Capital Management New York	$259M	+$269M	1	4.94%	New
244	MSA Mason Street Advisors Milwaukee, Wisconsin	$254M	+$266M	17	2.79%	New
245	PC Passport Capital San Francisco, California	$253M	+$238M	4	8.32%	New
246	First Manhattan New York	$250M	+$241M	8	1.72%	New
247	TSU TD Securities (USA) New York	$250M	+$261M	6	4.97%	New
248	Flossbach Von Storch Cologne, Germany	$247M	+$263M	2	7.48%	New
249	HAM HHR Asset Management Berkeley Heights, New Jersey	$244M	+$251M	3	11.89%	New
250	Wilmington Trust Wilmington, Delaware	$243M	+$254M	9	4.88%	New