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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	Balyasny Asset Management Chicago, Illinois	$465M	-$135M	18	2.5%	Reduced
227	SCM Steadfast Capital Management New York	$457M	-$314M	3	9.41%	Reduced
228	NEAM New England Asset Management Farmington, Connecticut	$457M	+$441M	5	12.6%	Increased
229	H Hexavest Montreal, Quebec, Canada	$453M	+$79.5M	4	6.21%	Increased
230	BNP Paribas Asset Management Paris, France	$443M	-$85M	19	4.26%	Reduced
231	Sustainable Growth Advisers Stamford, Connecticut	$441M	-$30.9M	3	8.8%	Reduced
232	Factory Mutual Insurance Waltham, Massachusetts	$439M	-$2.98M	5	5.21%	Reduced
233	USS Investment Management London, United Kingdom	$433M	-$77.2M	5	6.63%	Reduced
234	CI Investments Inc Toronto, Ontario, Canada	$430M	-$51.5M	7	4.71%	Reduced
235	Hermes Investment Management London Uk, United Kingdom	$421M	+$22M	7	7.2%	Increased
236	Millennium Management New York	$420M	-$794M	45	0.88%	Reduced
237	CIBC World Market Toronto, Ontario, Canada	$419M	+$260M	11	1.44%	Increased
238	Comerica Bank Dallas, Texas	$419M	+$9.41M	28	3.31%	Increased
239	DSM Capital Partners Palm Beach Gardens, Florida	$417M	-$1.73M	2	7.21%	Reduced
240	Commonwealth Equity Services Waltham, Massachusetts	$417M	+$8.08M	14	3.08%	Increased
241	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$415M	+$91.5M	17	7.97%	Increased
242	HighTower Advisors Chicago, Illinois	$414M	+$2.79M	15	4.5%	Increased
243	Glenview Capital Management New York	$414M	+$329M	2	2.8%	Increased
244	WP Wedgewood Partners St Louis, Missouri	$408M	-$68.1M	1	9.97%	Reduced
245	Edge Asset Management Seattle, Washington	$408M	+$16.7M	7	3.15%	Increased
246	HMP HS Management Partners New York	$407M	-$65.7M	4	15.14%	Reduced
247	JP Morgan Private Wealth Advisors San Francisco, California	$407M	+$8.28M	16	3.54%	Increased
248	Discovery Capital Management South Norwalk, Connecticut	$405M	+$115M	2	6.82%	Increased
249	Natixis Paris, France	$400M	-$389M	11	4.12%	Reduced
250	Ruane, Cunniff & Goldfarb New York	$396M	+$235M	5	3.72%	Increased