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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	Sarasin & Partners London, United Kingdom	$423M	+$9.01M	4	6.91%	Increased
227	TCM Tybourne Capital Management Hong Kong	$422M	+$84.4M	2	27.33%	Increased
228	Renaissance Technologies New York	$419M	-$404M	42	0.8%	Reduced
229	Glenmede Trust Philadelphia, Pennsylvania	$419M	+$20.9M	27	2.71%	Increased
230	Polar Capital London, United Kingdom	$418M	+$33M	6	7.87%	Increased
231	Factory Mutual Insurance Waltham, Massachusetts	$418M	+$2.76M	5	5.41%	Increased
232	Thornburg Investment Management Santa Fe, New Mexico	$402M	+$15.4M	9	2.68%	Increased
233	GVI Green Valley Investors Wilmington, Delaware	$389M	+$43.2M	2	9.52%	Increased
234	Wasatch Advisors Salt Lake City, Utah	$386M	-$107M	14	5.9%	Reduced
235	Royce & Associates New York	$384M	-$95.3M	14	2.43%	Reduced
236	HH HSG Holding Na, Hong Kong	$381M	-$70.4M	2	47.23%	Reduced
237	UBS O'Connor Chicago, Illinois	$381M	-$12.7M	11	3.8%	Reduced
238	Sentry Investments Toronto, Ontario, Canada	$381M	-$8.33M	1	4.61%	Reduced
239	TPSF Texas Permanent School Fund Austin, Texas	$375M	-$10.8M	17	4.74%	Reduced
240	HighTower Advisors Chicago, Illinois	$375M	+$1.27M	19	1.22%	Increased
241	TimesSquare Capital Management New York	$373M	+$1.56M	4	2.44%	Increased
242	Burgundy Asset Management Toronto, Ontario, Canada	$373M	+$5M	3	3.88%	Increased
243	Zurich Cantonal Bank Zurich, Switzerland	$372M	+$6.49M	39	4.71%	Increased
244	I.G. Investment Management Winnipeg, Manitoba, Canada	$371M	+$105M	16	1.5%	Increased
245	WBC Westpac Banking Corp Sydney, Australia	$371M	-$36.3M	14	4.03%	Reduced
246	Generation Investment Management London, United Kingdom	$370M	-$271M	4	4.51%	Reduced
247	Jensen Investment Management Lake Oswego, Oregon	$370M	+$163M	3	5.9%	Increased
248	Comerica Bank Dallas, Texas	$369M	+$3.9M	21	3.29%	Increased
249	First Manhattan New York	$366M	+$29.6M	13	2.25%	Increased
250	Edge Asset Management Seattle, Washington	$363M	+$19.3M	6	3.48%	Increased