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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	Nomura Holdings Tokyo, Japan	$710M	-$126M	23	2.26%	Reduced
227	Fifth Third Bancorp Cincinnati, Ohio	$708M	+$19.8M	31	4.8%	Increased
228	Factory Mutual Insurance Waltham, Massachusetts	$705M	-$4.37M	4	7.57%	Reduced
229	KBC Group Brussels, Belgium	$705M	-$25.6M	24	6.13%	Reduced
230	Gulf International Bank (UK) London, United Kingdom	$695M	+$14.7M	19	8.71%	Increased
231	PIM Platinum Investment Management Sydney Australia 2000, Australia	$689M	+$92.4M	6	16.27%	Increased
232	DSM Capital Partners Palm Beach Gardens, Florida	$685M	-$175M	7	10.45%	Reduced
233	HighTower Advisors Chicago, Illinois	$684M	+$17.5M	21	5.35%	Increased
234	Comerica Bank Dallas, Texas	$683M	-$1.55M	36	4.77%	Reduced
235	C WorldWide Group Copenhagen, Denmark	$682M	-$12.8M	2	9.46%	Reduced
236	Fort Washington Investment Advisors Cincinnati, Ohio	$677M	+$68.2M	8	6.85%	Increased
237	Generation Investment Management London, United Kingdom	$676M	+$85.6M	3	5.97%	Increased
238	Silver Lake Group Menlo Park, California	$666M	$0	1	19.68%	Maintained
239	Guggenheim Capital Chicago, Illinois	$663M	-$618M	38	4.43%	Reduced
240	Egerton Capital (UK) London, United Kingdom	$651M	+$206M	1	4.97%	Increased
241	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$646M	-$119M	24	9.92%	Reduced
242	Pzena Investment Management New York	$641M	-$34.7M	3	3.22%	Reduced
243	Pendal Group Sydney, Australia	$637M	+$48.2M	11	8.23%	Increased
244	M&T Bank Buffalo, New York	$637M	-$92.2M	21	3.43%	Reduced
245	Creative Planning Overland Park, Kansas	$624M	-$35M	27	2.45%	Reduced
246	Nisa Investment Advisors St. Louis, Missouri	$621M	-$3.85M	28	6.39%	Reduced
247	CAM ClariVest Asset Management San Diego, California	$620M	-$23M	17	10.72%	Reduced
248	CI Investments Inc Toronto, Ontario, Canada	$618M	-$43.7M	8	4.85%	Reduced
249	PCM Primavera Capital Management George Town, Cayman Islands	$600M	$0	1	30.1%	Maintained
250	Select Equity Group New York	$593M	+$43.7M	4	4.77%	Increased