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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	$502M	-$3.68M	25	4.54%	Reduced
227	Nuveen Charlotte, North Carolina	$502M	+$14M	15	2.69%	Increased
228	ProShare Advisors Bethesda, Maryland	$494M	-$129M	12	6.84%	Reduced
229	Fiduciary Management Inc Milwaukee, Wisconsin	$487M	-$11.9M	1	2.53%	Reduced
230	BNP Paribas Asset Management Paris, France	$483M	-$14.2M	13	3.91%	Reduced
231	Numeric Investors Boston, Massachusetts	$482M	+$80.7M	13	5.55%	Increased
232	Third Point New York	$482M	-$59.3M	1	4.51%	Reduced
233	CCMH Cornerstone Capital Management Holdings New York	$480M	+$21.2M	20	4.25%	Increased
234	Point72 Asset Management Stamford, Connecticut	$475M	+$131M	12	3.29%	Increased
235	KeyBank National Association Cleveland, Ohio	$475M	-$20.4M	12	3.16%	Reduced
236	TSU TD Securities (USA) New York	$468M	+$50.9M	7	6.33%	Increased
237	GA Greenhaven Associates Purchase, New York	$466M	-$17.3M	1	8.53%	Reduced
238	1832 Asset Management Toronto, Ontario, Canada	$456M	-$1.28M	14	1.55%	Reduced
239	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$454M	+$65.6M	7	5.89%	Increased
240	John W. Bristol & Co New York	$453M	-$37.6M	4	9.69%	Reduced
241	Victory Capital Management San Antonio, Texas	$447M	-$133M	13	1.66%	Reduced
242	Aperio Group Sausalito, California	$446M	+$30.9M	22	4.61%	Increased
243	DSM Capital Partners Palm Beach Gardens, Florida	$445M	+$78.8M	4	7.59%	Increased
244	Ninety One (UK) London, United Kingdom	$444M	+$177M	4	2.53%	Increased
245	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$441M	+$3.24M	15	3.19%	Increased
246	PGP Prescott General Partners Boca Raton, Florida	$437M	$0	3	26.29%	Maintained
247	TPSF Texas Permanent School Fund Austin, Texas	$432M	-$15.7M	15	4.99%	Reduced
248	Factory Mutual Insurance Waltham, Massachusetts	$429M	-$3.84M	5	5.6%	Reduced
249	JP Morgan Private Wealth Advisors San Francisco, California	$428M	-$5.92M	14	4.91%	Reduced
250	Appaloosa Management Miami Beach, Florida	$428M	+$439M	2	10.59%	New