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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	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$577M	+$34.7M	18	9.39%	Increased
227	Thornburg Investment Management Santa Fe, New Mexico	$565M	-$11.3M	9	4.3%	Reduced
228	WP Warburg Pincus New York	$556M	$0	1	8.73%	Maintained
229	NN Investment Partners Holdings The Hague, Netherlands	$545M	-$133M	19	5.03%	Reduced
230	Commonwealth Equity Services Waltham, Massachusetts	$545M	+$26.3M	18	3.46%	Increased
231	H Hexavest Montreal, Quebec, Canada	$543M	-$27.8M	3	7.06%	Reduced
232	Ruane, Cunniff & Goldfarb New York	$539M	-$55.1M	5	4.98%	Reduced
233	Victory Capital Management San Antonio, Texas	$532M	-$106M	24	1.25%	Reduced
234	Comerica Bank Dallas, Texas	$530M	-$18.7M	29	3.96%	Reduced
235	Fiduciary Management Inc Milwaukee, Wisconsin	$523M	-$34.3M	1	3.14%	Reduced
236	CFM Coronation Fund Managers Cape Town, South Africa	$521M	+$87.1M	4	16.05%	Increased
237	HighTower Advisors Chicago, Illinois	$517M	+$12.2M	17	4.62%	Increased
238	SCM Suvretta Capital Management New York	$513M	+$220M	4	15.91%	Increased
239	Silver Lake Group Menlo Park, California	$505M	$0	1	14.53%	Maintained
240	JP Morgan Private Wealth Advisors San Francisco, California	$503M	-$1.67M	19	3.82%	Reduced
241	Natixis Advisors Boston, Massachusetts	$502M	+$1.35M	12	5.43%	Increased
242	Nuveen Charlotte, North Carolina	$499M	-$33.7M	13	3.2%	Reduced
243	Gulf International Bank (UK) London, United Kingdom	$494M	+$1.14M	17	7.01%	Increased
244	GH GAM Holding Zurich, Switzerland	$485M	-$1.67M	23	7.15%	Reduced
245	Factory Mutual Insurance Waltham, Massachusetts	$484M	-$12.6M	4	5.59%	Reduced
246	CIBC World Markets New York	$481M	-$21.2M	12	5.09%	Reduced
247	Raymond James Financial Services Advisors St. Petersburg, Florida	$480M	+$37.5M	15	3.32%	Increased
248	Creative Planning Overland Park, Kansas	$477M	+$22.5M	49	2.42%	Increased
249	Alkeon Capital Management New York	$472M	+$1.6M	6	3.8%	Increased
250	Whale Rock Capital Management Boston, Massachusetts	$470M	+$27.8M	5	32.85%	Increased