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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	TCM Tybourne Capital Management Hong Kong	$1.63B	+$127M	6	48.28%	Increased
227	Bank Julius Baer & Co Zurich, Switzerland	$1.62B	+$83M	20	8.65%	Increased
228	RPA Rose Park Advisors Boston, Massachusetts	$1.6B	+$1.54B	1	100%	New
229	Rockefeller Capital Management New York	$1.56B	+$37.8M	85	7.29%	Increased
230	DnB Asset Management Oslo, Norway	$1.56B	+$172M	22	9.13%	Increased
231	VP Vitruvian Partners London, United Kingdom	$1.55B	+$10.6M	3	80.62%	Increased
232	Polar Capital Holdings London, United Kingdom	$1.54B	-$120M	15	5.78%	Reduced
233	CIBC Asset Management Toronto, Ontario, Canada	$1.53B	+$66.1M	32	5.62%	Increased
234	Natixis Advisors Boston, Massachusetts	$1.53B	-$135M	27	5.84%	Reduced
235	London Company of Virginia Richmond, Virginia	$1.53B	-$19.1M	4	7.7%	Reduced
236	M&T Bank Buffalo, New York	$1.52B	-$18.8M	37	6.39%	Reduced
237	State of Michigan Retirement System Lansing, Michigan	$1.52B	+$30.6M	20	7.94%	Increased
238	Egerton Capital (UK) London, United Kingdom	$1.51B	+$432M	2	7.04%	Increased
239	SG Americas Securities New York	$1.5B	+$322M	61	8.18%	Increased
240	Westfield Capital Management Boston, Massachusetts	$1.49B	-$164M	11	8.89%	Reduced
241	SGA SB Global Advisers London, United Kingdom	$1.49B	-$90.3M	2	29.51%	Reduced
242	USS Investment Management London, United Kingdom	$1.48B	-$62.5M	22	11.23%	Reduced
243	BCM Bares Capital Management Austin, Texas	$1.47B	+$183M	7	29.46%	Increased
244	Two Sigma Advisers New York	$1.47B	-$54.5M	68	3.69%	Reduced
245	British Columbia Investment Management Victoria, British Columbia, Canada	$1.47B	+$56.2M	32	8.25%	Increased
246	Fundsmith LLP London, United Kingdom	$1.45B	+$197M	2	3.54%	Increased
247	Vontobel Asset Management New York	$1.44B	-$249M	7	8.46%	Reduced
248	Arizona State Retirement System Phoenix, Arizona	$1.44B	-$27.6M	52	10.96%	Reduced
249	Sustainable Growth Advisers Stamford, Connecticut	$1.43B	+$58.3M	4	7.3%	Increased
250	Bridgewater Associates Westport, Connecticut	$1.42B	-$64.1M	21	8.24%	Reduced