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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	Employees Retirement System of Texas Austin, Texas	$340M	+$4.13M	10	4.39%	Increased
252	HCM Holland Capital Management Chicago, Illinois	$337M	-$18.5M	2	6.96%	Reduced
253	Nuveen Charlotte, North Carolina	$336M	-$12.7M	15	2.16%	Reduced
254	TSU TD Securities (USA) New York	$333M	+$7.26M	7	5.61%	Increased
255	I.G. Investment Management Winnipeg, Manitoba, Canada	$332M	-$9.78M	11	1.2%	Reduced
256	CA Cullinan Associates Louisville, Kentucky	$329M	-$14.9M	3	38.12%	Reduced
257	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$329M	+$88.8M	7	8.69%	Increased
258	PGP Prescott General Partners Boca Raton, Florida	$328M	-$19.3M	3	20.8%	Reduced
259	MSA Mason Street Advisors Milwaukee, Wisconsin	$322M	+$50.1M	20	2.62%	Increased
260	Select Equity Group New York	$322M	+$69.8M	3	3.35%	Increased
261	ACM Andor Capital Management Rye Brook, New York	$320M	-$22.9M	4	17.57%	Reduced
262	Millennium Management New York	$317M	+$56.1M	33	1%	Increased
263	AL AJO LP Philadelphia, Pennsylvania	$316M	+$117M	5	1.38%	Increased
264	Letko, Brosseau & Associates Montreal, Quebec, Canada	$315M	-$25.9M	2	2.59%	Reduced
265	Maverick Capital Dallas, Texas	$314M	-$78.7M	1	4.06%	Reduced
266	Fiera Capital (Canada) Montreal, Quebec, Canada	$310M	+$249M	8	2.57%	Increased
267	Los Angeles Capital Management Los Angeles, California	$308M	-$32.8M	10	3.45%	Reduced
268	First Manhattan New York	$307M	+$543K	9	2.03%	Increased
269	AC Alleghany Corporation New York	$303M	+$15.5M	3	14.87%	Increased
270	RS Investment Management San Francisco, California	$303M	-$47.1M	7	1.85%	Reduced
271	Columbia Wanger Asset Management Chicago, Illinois	$300M	+$90.5M	5	1.14%	Increased
272	Edge Asset Management Seattle, Washington	$299M	+$876K	6	3.26%	Increased
273	HAM HHR Asset Management Berkeley Heights, New Jersey	$298M	-$32.2M	3	12%	Reduced
274	Employees Provident Fund Board Shah Alam, Malaysia	$297M	-$6.78M	2	8.98%	Reduced
275	MCM Manchester Capital Management Manchester, Vermont	$296M	+$9.34M	10	46.1%	Increased