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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	GCCM Green Court Capital Management Hong Kong	$821M	+$188M	4	98.08%	Increased
227	Egerton Capital (UK) London, United Kingdom	$819M	+$368M	1	6%	Increased
228	NN Investment Partners Holdings The Hague, Netherlands	$800M	-$17.5M	21	6.34%	Reduced
229	Iconiq Capital San Francisco, California	$782M	+$674M	6	48.49%	Increased
230	London Company of Virginia Richmond, Virginia	$776M	-$24.7M	4	6.68%	Reduced
231	CIBC World Market Toronto, Ontario, Canada	$770M	-$27.1M	18	3.41%	Reduced
232	Jericho Capital Asset Management New York	$766M	+$269M	6	33.78%	Increased
233	Carmignac Gestion Paris, France	$757M	-$114M	10	9.41%	Reduced
234	DFO Duquesne Family Office New York	$753M	+$245M	8	22.35%	Increased
235	British Columbia Investment Management Victoria, British Columbia, Canada	$731M	+$16.3M	26	6.4%	Increased
236	Marshall Wace London, United Kingdom	$730M	+$377M	20	6%	Increased
237	M&T Bank Buffalo, New York	$728M	-$89.9M	28	3.8%	Reduced
238	Brown Brothers Harriman & Co New York	$727M	-$112M	24	4.83%	Reduced
239	MSL Mackay Shields LLC New York	$721M	-$72.3M	24	4.92%	Reduced
240	Creative Planning Overland Park, Kansas	$713M	+$10.1M	24	2.4%	Increased
241	Select Equity Group New York	$713M	-$129M	3	4.85%	Reduced
242	C WorldWide Group Copenhagen, Denmark	$700M	-$22.7M	4	8.7%	Reduced
243	Fort Washington Investment Advisors Cincinnati, Ohio	$696M	-$1.84M	10	7.75%	Reduced
244	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$694M	+$93.9M	24	5.98%	Increased
245	Generation Investment Management London, United Kingdom	$689M	-$29.3M	2	4.75%	Reduced
246	Nisa Investment Advisors St. Louis, Missouri	$679M	-$4.49M	36	6.44%	Reduced
247	SG Americas Securities New York	$676M	+$395M	45	4.66%	Increased
248	Factory Mutual Insurance Waltham, Massachusetts	$667M	-$72M	4	7.98%	Reduced
249	Axiom Investors Greenwich, Connecticut	$659M	+$91.6M	7	18.05%	Increased
250	CFM Coronation Fund Managers Cape Town, South Africa	$652M	+$127M	7	23.83%	Increased