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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	Blackhill Capital Morristown, New Jersey	$326M	+$3.14M	1	46.96%	Increased
252	Sentry Investments Toronto, Ontario, Canada	$325M	+$157M	2	4.61%	Increased
253	HCM Highfields Capital Management Boston, Massachusetts	$323M	-$81.5M	3	2.71%	Reduced
254	BCM Bluefin Capital Management New York	$323M	+$232M	5	20.49%	Increased
255	Analytic Investors Los Angeles, California	$322M	+$92.6M	7	4.9%	Increased
256	Columbia Wanger Asset Management Chicago, Illinois	$321M	+$39.6M	6	1.26%	Increased
257	CA Cullinan Associates Louisville, Kentucky	$317M	-$116K	3	36.02%	Reduced
258	Employees Retirement System of Texas Austin, Texas	$307M	-$13.6M	9	4.04%	Reduced
259	MSA Mason Street Advisors Milwaukee, Wisconsin	$305M	-$762K	20	2.47%	Reduced
260	Polar Capital London, United Kingdom	$304M	+$28.5M	6	6.96%	Increased
261	H Hexavest Montreal, Quebec, Canada	$303M	+$21.7M	2	4.73%	Increased
262	Lone Pine Capital Greenwich, Connecticut	$303M	+$362M	1	1.32%	New
263	PGP Prescott General Partners Boca Raton, Florida	$302M	$0	3	19.82%	Maintained
264	EA Euclid Advisors Hartford, Connecticut	$302M	-$66.8M	5	2.28%	Reduced
265	HAM HHR Asset Management Berkeley Heights, New Jersey	$301M	+$23.7M	3	12.34%	Increased
266	Edge Asset Management Seattle, Washington	$299M	+$16M	6	3.17%	Increased
267	Glenview Capital Management New York	$298M	+$298M	1	1.95%	New
268	Letko, Brosseau & Associates Montreal, Quebec, Canada	$297M	-$2.27M	2	2.54%	Reduced
269	Capital Guardian Trust Los Angeles, California	$294M	-$40.7M	11	1.99%	Reduced
270	Kayne Anderson Rudnick Investment Management Los Angeles, California	$294M	+$71.5M	6	5.15%	Increased
271	Stifel Financial St. Louis, Missouri	$294M	+$296M	17	2.81%	New
272	WBC Westpac Banking Corp Sydney, Australia	$293M	+$48.2M	12	3.12%	Increased
273	Generation Investment Management London, United Kingdom	$291M	+$91.5M	3	5.21%	Increased
274	TSU TD Securities (USA) New York	$290M	-$23.5M	7	5.18%	Reduced
275	HCM Holland Capital Management Chicago, Illinois	$287M	-$13.9M	2	6.2%	Reduced