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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	Commerzbank Aktiengesellschaft Frankfurt, Germany	$512M	-$397M	13	8.26%	Reduced
227	PointState Capital New York	$512M	+$92.2M	5	5.28%	Increased
228	British Columbia Investment Management Victoria, British Columbia, Canada	$510M	-$95M	15	5.14%	Reduced
229	Nuveen Charlotte, North Carolina	$507M	+$6.66K	14	2.96%	Increased
230	DSM Capital Partners Palm Beach Gardens, Florida	$506M	+$51.8M	2	8.15%	Increased
231	PAR Capital Management Boston, Massachusetts	$502M	+$12.1M	6	7.26%	Increased
232	Harding Loevner Bridgewater, New Jersey	$500M	+$152M	3	3.61%	Increased
233	Wasatch Advisors Salt Lake City, Utah	$498M	+$4.65M	14	7.42%	Increased
234	DekaBank Deutsche Girozentrale Frankfurt, Germany	$496M	+$37.2M	16	5.49%	Increased
235	Sustainable Growth Advisers Stamford, Connecticut	$495M	+$34.8M	4	9.31%	Increased
236	Select Equity Group New York	$493M	+$14.1M	3	4.26%	Increased
237	GH GAM Holding Zurich, Switzerland	$483M	-$28.2M	20	8.48%	Reduced
238	Numeric Investors Boston, Massachusetts	$477M	-$147M	17	4.5%	Reduced
239	HMP HS Management Partners New York	$476M	-$141M	4	19.63%	Reduced
240	WBC Westpac Banking Corp Sydney, Australia	$470M	+$7.07M	15	5.07%	Increased
241	WP Wedgewood Partners St Louis, Missouri	$466M	-$85.6M	1	9.78%	Reduced
242	LSV Asset Management Chicago, Illinois	$462M	+$60.6M	10	0.91%	Increased
243	Factory Mutual Insurance Waltham, Massachusetts	$456M	-$21M	5	5.64%	Reduced
244	Generation Investment Management London, United Kingdom	$453M	-$141M	2	4.9%	Reduced
245	HH HSG Holding Na, Hong Kong	$445M	-$109M	3	45.79%	Reduced
246	Hermes Investment Management London Uk, United Kingdom	$445M	+$96.2M	5	7.56%	Increased
247	Point72 Asset Management Stamford, Connecticut	$440M	-$347M	11	3.09%	Reduced
248	IVA International Value Advisers	$432M	-$83.9M	3	12.78%	Reduced
249	Diamond Hill Capital Management Columbus, Ohio	$413M	-$37.5M	3	2.55%	Reduced
250	HighTower Advisors Chicago, Illinois	$410M	+$6.84M	18	4.75%	Increased