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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	EA Euclid Advisors Hartford, Connecticut	$454M	+$109M	7	3.26%	Increased
227	SEI Trust Company Oaks, Pennsylvania	$453M	+$41.5M	24	4.39%	Increased
228	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$449M	+$107M	8	7.33%	Increased
229	Los Angeles Capital Management Los Angeles, California	$449M	-$19M	8	5.42%	Reduced
230	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$437M	+$30.3M	15	2.85%	Increased
231	DL Delta Lloyd Amsterdam, Netherlands	$434M	-$1.76M	11	3.93%	Reduced
232	Brandywine Global Investment Management Philadelphia, Pennsylvania	$431M	-$132M	6	3.17%	Reduced
233	HCM Highfields Capital Management Boston, Massachusetts	$429M	+$65.6M	4	3.35%	Increased
234	ProShare Advisors Bethesda, Maryland	$422M	+$36.9M	18	5.59%	Increased
235	Mackenzie Financial Toronto Ontario, Ontario, Canada	$421M	+$28.7M	11	2.11%	Increased
236	BNP Paribas Asset Management Paris, France	$416M	-$60.4M	11	3.37%	Reduced
237	Two Sigma Investments New York	$411M	-$129M	20	1.83%	Reduced
238	HCM Herndon Capital Management Atlanta, Georgia	$410M	-$11.6M	2	5.4%	Reduced
239	Millennium Management New York	$401M	+$41.9M	35	1.02%	Increased
240	TPSF Texas Permanent School Fund Austin, Texas	$400M	-$31.7M	15	4.52%	Reduced
241	Raymond James & Associates St Petersburg, Florida	$398M	+$4.99M	17	2.29%	Increased
242	PIM Platinum Investment Management Sydney Australia 2000, Australia	$398M	-$68.7M	8	8.1%	Reduced
243	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$395M	-$6.61M	18	4.67%	Reduced
244	Glenmede Trust Philadelphia, Pennsylvania	$392M	+$17.9M	21	3.43%	Increased
245	Eagle Asset Management St Petersburg, Florida	$391M	-$45.9M	8	2.24%	Reduced
246	KM Kylin Management New York	$390M	+$77.8M	3	46.76%	Increased
247	Acadian Asset Management Boston, Massachusetts	$384M	+$11.5M	17	1.85%	Increased
248	IHG Insight Holdings Group New York	$380M	-$59.3M	3	44.73%	Reduced
249	Zevenbergen Capital Investments Edmonds, Washington	$379M	-$47.9M	8	16.2%	Reduced
250	Burgundy Asset Management Toronto, Ontario, Canada	$378M	-$23M	4	4.54%	Reduced