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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	$351M	+$422K	1	47.71%	Increased
252	Soros Fund Management New York	$347M	+$169M	5	2.62%	Increased
253	Flossbach Von Storch Cologne, Germany	$345M	+$95M	3	8.26%	Increased
254	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$344M	-$67.9M	8	6.43%	Reduced
255	HCM Highfields Capital Management Boston, Massachusetts	$341M	+$36.2M	3	2.51%	Increased
256	Nuveen Charlotte, North Carolina	$341M	-$36.3M	15	2.07%	Reduced
257	H Hexavest Montreal, Quebec, Canada	$339M	+$7.37M	3	5.06%	Increased
258	KDA KPCB DGF Associates Menlo Park, California	$338M	+$269M	2	31.39%	Increased
259	Cooperman Leon G	$336M	+$121M	3	4.44%	Increased
260	TSU TD Securities (USA) New York	$334M	+$12.8M	7	5.38%	Increased
261	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$333M	+$127M	10	6.16%	Increased
262	Edge Asset Management Seattle, Washington	$332M	-$6.78M	6	3.33%	Reduced
263	Analytic Investors Los Angeles, California	$331M	-$11.6M	8	5.37%	Reduced
264	EA Euclid Advisors Hartford, Connecticut	$330M	-$6.76M	5	2.32%	Reduced
265	RIM Rainier Investment Management Seattle, Washington	$330M	-$114M	6	5.09%	Reduced
266	I.G. Investment Management Winnipeg, Manitoba, Canada	$327M	-$69.2M	11	1.12%	Reduced
267	Riverbridge Partners Minneapolis, Minnesota	$326M	+$12.2M	6	5.68%	Increased
268	Orbis Holdings Hamilton, Bermuda	$325M	+$263M	4	2.67%	Increased
269	Employees Retirement System of Texas Austin, Texas	$320M	-$22.7M	10	4.11%	Reduced
270	Harding Loevner Bridgewater, New Jersey	$319M	+$571K	1	2.38%	Increased
271	First Manhattan New York	$319M	-$911K	10	2.02%	Reduced
272	KM Kylin Management New York	$318M	+$10.7M	3	38.43%	Increased
273	Wellcome Trust London, United Kingdom	$316M	-$314K	1	7.61%	Reduced
274	HCM Hoplite Capital Management New York	$315M	+$153M	3	8.11%	Increased
275	Capital Guardian Trust Los Angeles, California	$311M	-$24.5M	13	2.12%	Reduced