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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	SEI Investments Oaks, Pennsylvania	$504M	+$1.39M	25	4.38%	Increased
227	EC Eminence Capital New York	$503M	-$85.2M	3	7.78%	Reduced
228	SCM Steadfast Capital Management New York	$494M	+$366M	3	6.89%	Increased
229	Egerton Capital (UK) London, United Kingdom	$489M	+$38.3M	1	6.69%	Increased
230	General Atlantic New York	$486M	-$59.6M	1	16.05%	Reduced
231	Glenmede Trust Philadelphia, Pennsylvania	$485M	+$68.5M	18	3.54%	Increased
232	KeyBank National Association Cleveland, Ohio	$485M	-$39.8M	14	3.16%	Reduced
233	Two Sigma Investments New York	$484M	+$290M	30	2.26%	Increased
234	GA Greenhaven Associates Purchase, New York	$483M	-$20.1M	1	8.71%	Reduced
235	BNP Paribas Asset Management Paris, France	$483M	-$36.5M	16	3.68%	Reduced
236	Nuveen Charlotte, North Carolina	$481M	+$31M	17	2.64%	Increased
237	Fiduciary Management Inc Milwaukee, Wisconsin	$478M	-$6.03M	1	2.48%	Reduced
238	Zevenbergen Capital Investments Edmonds, Washington	$473M	+$26.7M	8	19.77%	Increased
239	Harding Loevner Bridgewater, New Jersey	$472M	+$146M	2	3.6%	Increased
240	TCW Group Los Angeles, California	$471M	-$48.2M	12	2.26%	Reduced
241	Jericho Capital Asset Management New York	$467M	+$38.8M	6	30.96%	Increased
242	John W. Bristol & Co New York	$463M	-$48.4M	4	9.27%	Reduced
243	Polar Capital London, United Kingdom	$463M	+$43.5M	8	8.75%	Increased
244	CCMH Cornerstone Capital Management Holdings New York	$459M	-$9.16M	19	4.29%	Reduced
245	PGP Prescott General Partners Boca Raton, Florida	$448M	-$2.79M	3	27.53%	Reduced
246	HCM Highfields Capital Management Boston, Massachusetts	$448M	-$45.6M	2	4%	Reduced
247	TPSF Texas Permanent School Fund Austin, Texas	$443M	-$9.08M	15	4.89%	Reduced
248	Glenview Capital Management New York	$443M	-$117M	1	2.02%	Reduced
249	1832 Asset Management Toronto, Ontario, Canada	$437M	+$25.3M	11	1.64%	Increased
250	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$430M	-$3.28M	13	3.18%	Reduced