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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	GH GAM Holding Zurich, Switzerland	$429M	-$32.6M	22	6.65%	Reduced
227	PAR Capital Management Boston, Massachusetts	$428M	+$791K	5	7.1%	Increased
228	Fiduciary Management Inc Milwaukee, Wisconsin	$428M	-$18.2M	1	2.61%	Reduced
229	Royce & Associates New York	$427M	-$12.6M	14	2.82%	Reduced
230	Mirae Asset Global Investments Seoul, South Korea	$419M	+$92M	10	10.81%	Increased
231	CCMH Cornerstone Capital Management Holdings New York	$416M	-$12.4M	25	3.35%	Reduced
232	Factory Mutual Insurance Waltham, Massachusetts	$413M	+$3.42M	5	5.45%	Increased
233	Royal London Asset Management United Kingdom	$409M	+$152M	7	6.68%	Increased
234	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$407M	+$54.7M	3	0.62%	Increased
235	DekaBank Deutsche Girozentrale Frankfurt, Germany	$401M	+$55.2M	16	4.56%	Increased
236	Diamond Hill Capital Management Columbus, Ohio	$396M	+$720K	3	2.5%	Increased
237	WBC Westpac Banking Corp Sydney, Australia	$395M	-$3.5M	16	4.32%	Reduced
238	Burgundy Asset Management Toronto, Ontario, Canada	$393M	+$824K	3	3.93%	Increased
239	TimesSquare Capital Management New York	$390M	-$20.5M	4	2.58%	Reduced
240	Sustainable Growth Advisers Stamford, Connecticut	$387M	+$153M	4	8.14%	Increased
241	Two Sigma Investments New York	$382M	+$132M	26	1.64%	Increased
242	Riverbridge Partners Minneapolis, Minnesota	$380M	-$6.46M	6	7.87%	Reduced
243	LSV Asset Management Chicago, Illinois	$379M	+$55.9M	11	0.78%	Increased
244	1832 Asset Management Toronto, Ontario, Canada	$377M	+$39.4M	13	1.47%	Increased
245	Zurich Cantonal Bank Zurich, Switzerland	$376M	+$7.69M	39	4.9%	Increased
246	Comerica Bank Dallas, Texas	$376M	-$13.4M	21	3.25%	Reduced
247	PIA Piedmont Investment Advisors Durham, North Carolina	$365M	+$38M	9	7.52%	Increased
248	GTP Global Thematic Partners New York	$362M	+$164M	5	8.96%	Increased
249	Nomura Asset Management Tokyo, Japan	$361M	+$35.4M	16	6.76%	Increased
250	Institutional Capital Chicago, Illinois	$361M	-$35.1M	1	4.42%	Reduced