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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	PGP Prescott General Partners Boca Raton, Florida	$421M	+$25.3M	3	30.98%	Increased
227	Zevenbergen Capital Investments Edmonds, Washington	$413M	-$53.3M	8	17.72%	Reduced
228	Ninety One (UK) London, United Kingdom	$410M	-$8.76M	4	2.57%	Reduced
229	TimesSquare Capital Management New York	$410M	-$67.4M	5	2.57%	Reduced
230	Los Angeles Capital Management Los Angeles, California	$409M	+$40.4M	10	3.98%	Increased
231	Point72 Asset Management Stamford, Connecticut	$407M	-$97.5M	6	3.19%	Reduced
232	Diamond Hill Capital Management Columbus, Ohio	$405M	+$69.1M	2	2.8%	Increased
233	Select Equity Group New York	$405M	+$67.4M	4	3.86%	Increased
234	Factory Mutual Insurance Waltham, Massachusetts	$403M	-$2.27M	5	5.51%	Reduced
235	GH GAM Holding Zurich, Switzerland	$397M	-$64.1M	24	6.83%	Reduced
236	Victory Capital Management San Antonio, Texas	$396M	-$30.2M	15	1.63%	Reduced
237	Greenwoods Asset Management Grand Cayman, Cayman Islands	$389M	+$406M	5	32.16%	New
238	Acadian Asset Management Boston, Massachusetts	$389M	-$64.3M	27	2.12%	Reduced
239	BRC Blue Ridge Capital New York	$388M	+$299M	2	4.47%	Increased
240	Blackhill Capital Morristown, New Jersey	$386M	+$949K	2	52.04%	Increased
241	Generation Investment Management London, United Kingdom	$386M	-$293M	4	5.59%	Reduced
242	TPSF Texas Permanent School Fund Austin, Texas	$383M	-$24.9M	17	4.9%	Reduced
243	First Eagle Investment Management New York	$378M	+$54M	8	0.95%	Increased
244	UBS O'Connor Chicago, Illinois	$376M	-$126M	10	3.54%	Reduced
245	Sentry Investments Toronto, Ontario, Canada	$374M	+$9.88M	2	4.52%	Increased
246	Two Sigma Advisers New York	$371M	+$169M	23	2.34%	Increased
247	PGGM Investments Zeist, Netherlands	$370M	-$148M	3	2%	Reduced
248	SEI Investments Oaks, Pennsylvania	$367M	-$97.8M	26	3.37%	Reduced
249	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$363M	-$14.3M	21	4.78%	Reduced
250	Two Sigma Investments New York	$363M	-$11.2M	19	1.86%	Reduced