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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	ACM Andor Capital Management Rye Brook, New York	$376M	+$103M	3	17.48%	Increased
252	MSA Mason Street Advisors Milwaukee, Wisconsin	$376M	+$6.76M	23	2.94%	Increased
253	Factory Mutual Insurance Waltham, Massachusetts	$374M	-$36.6M	5	5.17%	Reduced
254	Robeco Institutional Asset Management Rotterdam, Netherlands	$373M	-$23.9M	10	2.66%	Reduced
255	NMC NEA Management Company Timonium, Maryland	$372M	$0	2	18.92%	Maintained
256	CCMH Cornerstone Capital Management Holdings New York	$372M	-$25.1M	16	4.04%	Reduced
257	Arizona State Retirement System Phoenix, Arizona	$368M	-$9.91M	15	4.56%	Reduced
258	Nisa Investment Advisors St. Louis, Missouri	$368M	-$1.9M	15	5.16%	Reduced
259	Jericho Capital Asset Management New York	$363M	+$248M	6	22.76%	Increased
260	Fiduciary Management Inc Milwaukee, Wisconsin	$363M	+$338M	1	1.95%	New
261	Analytic Investors Los Angeles, California	$362M	+$16.5M	6	5.18%	Increased
262	Renaissance Technologies New York	$361M	-$877M	31	0.99%	Reduced
263	BRC Blue Ridge Capital New York	$361M	+$89.8M	3	4.27%	Increased
264	Polen Capital Management Boca Raton, Florida	$358M	-$12M	2	8.06%	Reduced
265	Harding Loevner Bridgewater, New Jersey	$357M	-$3.37M	1	2.64%	Reduced
266	H Hexavest Montreal, Quebec, Canada	$357M	+$559K	3	5.43%	Increased
267	Comerica Bank Dallas, Texas	$355M	-$19M	18	3.13%	Reduced
268	JP Morgan Private Wealth Advisors San Francisco, California	$353M	+$118M	14	4.54%	Increased
269	TSU TD Securities (USA) New York	$351M	-$1.64M	7	5.66%	Reduced
270	Findlay Park Partners London, United Kingdom	$348M	-$40.3M	4	3.73%	Reduced
271	Baupost Group Boston, Massachusetts	$345M	+$87.8M	1	6.01%	Increased
272	GTP Global Thematic Partners New York	$345M	-$760K	2	5.21%	Reduced
273	Polar Capital London, United Kingdom	$343M	+$19.2M	5	7.19%	Increased
274	Edge Asset Management Seattle, Washington	$341M	-$5.75M	6	3.42%	Reduced
275	Nuveen Charlotte, North Carolina	$340M	-$16M	17	2.09%	Reduced