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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
251	Raymond James & Associates St Petersburg, Florida	$289M	+$33.2M	13	2.49%	Increased
252	CCM Criterion Capital Management San Francisco, California	$288M	+$86.9M	4	10.18%	Increased
253	TSU TD Securities (USA) New York	$282M	-$112K	7	5.38%	Reduced
254	RS Investment Management San Francisco, California	$278M	+$3.1M	9	1.81%	Increased
255	USSCPF United States Steel & Carnegie Pension Fund New York	$274M	-$10.6M	3	6.36%	Reduced
256	Blackhill Capital Morristown, New Jersey	$272M	+$232K	1	43.86%	Increased
257	Employees Provident Fund Board Shah Alam, Malaysia	$268M	+$81.2M	2	9.68%	Increased
258	Ruane, Cunniff & Goldfarb New York	$268M	-$5M	4	1.59%	Reduced
259	BRC Blue Ridge Capital New York	$266M	+$15.8M	2	3.18%	Increased
260	First Manhattan New York	$262M	+$1.1M	8	1.83%	Increased
261	Sculptor Capital New York	$259M	+$76.7M	7	0.74%	Increased
262	Madison Investment Holdings Madison, Wisconsin	$259M	+$22.9M	8	5.47%	Increased
263	Edge Asset Management Seattle, Washington	$256M	+$10.2M	6	3.06%	Increased
264	EC Eminence Capital New York	$255M	+$12.8M	2	5.64%	Increased
265	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$252M	-$6.01M	8	5.45%	Reduced
266	EPCM Eton Park Capital Management New York	$251M	-$26.6M	1	5.57%	Reduced
267	AC Alleghany Corporation New York	$250M	+$52.9M	3	13.15%	Increased
268	LCS Levin Capital Strategies New York	$250M	+$24.6M	4	4.26%	Increased
269	DnB Asset Management Oslo, Norway	$249M	+$82.6M	4	6.82%	Increased
270	MCM Manchester Capital Management Manchester, Vermont	$249M	-$5.3M	9	42.71%	Reduced
271	SCM Scout Capital Management New York	$247M	-$263M	2	5.01%	Reduced
272	First Eagle Investment Management New York	$246M	+$65.9M	6	0.71%	Increased
273	GA Geneva Advisors Chicago, Illinois	$245M	-$11.2M	11	5.08%	Reduced
274	Boston Trust Walden Boston, Massachusetts	$243M	+$1.14M	5	3.71%	Increased
275	Select Equity Group New York	$241M	-$53K	1	3.26%	Reduced