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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	Korea Investment Corp Seoul, South Korea	$499M	-$67M	8	4.1%	Reduced
227	KeyBank National Association Cleveland, Ohio	$492M	-$10M	14	3.23%	Reduced
228	SEI Investments Oaks, Pennsylvania	$486M	+$475M	29	4.29%	New
229	HCM Highfields Capital Management Boston, Massachusetts	$482M	+$47.3M	3	4.1%	Increased
230	John W. Bristol & Co New York	$480M	-$10.2M	4	8.73%	Reduced
231	Robeco Institutional Asset Management Rotterdam, Netherlands	$477M	+$78.6M	10	3.42%	Increased
232	WP Wedgewood Partners St Louis, Missouri	$476M	-$61.4M	1	6.42%	Reduced
233	Alkeon Capital Management New York	$472M	-$87.8M	6	9.23%	Reduced
234	BNP Paribas Asset Management Paris, France	$472M	+$22.3M	13	3.8%	Increased
235	Fiduciary Management Inc Milwaukee, Wisconsin	$471M	+$107M	1	2.34%	Increased
236	TCW Group Los Angeles, California	$467M	-$342M	10	1.96%	Reduced
237	MC Montag & Caldwell Atlanta, Georgia	$466M	-$209M	4	5.11%	Reduced
238	KM Kylin Management New York	$459M	+$65.1M	4	57.6%	Increased
239	OA Omega Advisors New York	$459M	-$66M	5	7.65%	Reduced
240	Renaissance Technologies New York	$452M	+$67M	34	1.09%	Increased
241	HCM Herndon Capital Management Atlanta, Georgia	$449M	+$263K	2	6.11%	Increased
242	EA Euclid Advisors Hartford, Connecticut	$445M	-$37.7M	5	4.15%	Reduced
243	CCMH Cornerstone Capital Management Holdings New York	$433M	+$31.1M	17	4.44%	Increased
244	Zevenbergen Capital Investments Edmonds, Washington	$431M	+$58.9M	8	18.66%	Increased
245	RP RBS Partners Bay Harbor Islands, Florida	$429M	$0	1	18.56%	Maintained
246	CCM Cantillon Capital Management New York	$424M	+$146M	2	8.74%	Increased
247	KBC Group Brussels, Belgium	$422M	+$317M	14	5.02%	Increased
248	Natixis Paris, France	$419M	+$52.9M	7	5.79%	Increased
249	ACM Andor Capital Management Rye Brook, New York	$419M	+$14.8M	4	26.68%	Increased
250	Nomura Holdings Tokyo, Japan	$418M	-$84.4M	24	1.12%	Reduced