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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	Point72 Asset Management Stamford, Connecticut	$1.76B	+$223M	22	7.9%	Increased
227	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$1.75B	+$3.61M	27	8.89%	Increased
228	Penserra Capital Management Orinda, California	$1.73B	-$244M	70	31.49%	Reduced
229	BCM Bares Capital Management Austin, Texas	$1.73B	+$220M	7	30.77%	Increased
230	Sustainable Growth Advisers Stamford, Connecticut	$1.73B	+$242M	7	9.08%	Increased
231	VP Vitruvian Partners London, United Kingdom	$1.71B	+$1.09B	3	69.71%	Increased
232	Vontobel Asset Management New York	$1.7B	+$233M	5	8.74%	Increased
233	Dragoneer Investment Group San Francisco, California	$1.69B	-$114M	10	21.79%	Reduced
234	Zurich Cantonal Bank Zurich, Switzerland	$1.66B	-$163M	66	9.21%	Reduced
235	GIM Genesis Investment Management London, United Kingdom	$1.66B	+$465M	6	49.06%	Increased
236	CFM Comprehensive Financial Management Los Gatos, California	$1.64B	-$7.22M	6	13.72%	Reduced
237	KeyBank National Association Cleveland, Ohio	$1.64B	-$35.4M	22	7.18%	Reduced
238	Third Point New York	$1.62B	-$746M	4	9.47%	Reduced
239	Veritas Asset Management London, United Kingdom	$1.59B	-$261M	4	8.92%	Reduced
240	AIG American International Group New York	$1.57B	-$41.1M	67	5.31%	Reduced
241	General Atlantic New York	$1.56B	+$1.27B	3	11.06%	Increased
242	Vontobel Holding Zurich, Switzerland	$1.55B	-$421M	38	13.43%	Reduced
243	Skye Global Management West Palm Beach, Florida	$1.54B	+$446M	8	27.81%	Increased
244	GAMH Greenwoods Asset Management (HK) Hong Kong	$1.53B	+$42.5M	16	53.67%	Increased
245	Polar Capital Holdings London, United Kingdom	$1.53B	-$154M	14	6.66%	Reduced
246	M&T Bank Buffalo, New York	$1.52B	-$185M	40	6.65%	Reduced
247	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$1.51B	+$299M	7	7.06%	Increased
248	Zevenbergen Capital Investments Edmonds, Washington	$1.51B	+$39.6M	12	26.77%	Increased
249	Krane Funds Advisors New York	$1.48B	+$417M	18	44.23%	Increased
250	Calamos Advisors Naperville, Illinois	$1.48B	+$157M	17	6.74%	Increased