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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	JP Morgan Private Wealth Advisors San Francisco, California	$429M	-$2.8M	18	4.9%	Reduced
252	PC Passport Capital San Francisco, California	$426M	+$50M	8	11.04%	Increased
253	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$423M	+$1.58M	17	4.89%	Increased
254	Factory Mutual Insurance Waltham, Massachusetts	$423M	+$1.84M	5	5.57%	Increased
255	Mackenzie Financial Toronto Ontario, Ontario, Canada	$421M	-$56.1M	11	2.22%	Reduced
256	Aperio Group Sausalito, California	$416M	+$23.1M	21	4.66%	Increased
257	HCM Herndon Capital Management Atlanta, Georgia	$413M	-$51.2M	2	6.18%	Reduced
258	TSU TD Securities (USA) New York	$413M	-$25.6M	7	6.22%	Reduced
259	Eagle Asset Management St Petersburg, Florida	$409M	+$45.4M	11	2.34%	Increased
260	Nisa Investment Advisors St. Louis, Missouri	$408M	-$8.01M	12	5.62%	Reduced
261	Polen Capital Management Boca Raton, Florida	$407M	+$18.2M	2	7.93%	Increased
262	CCM Cantillon Capital Management New York	$406M	-$945K	2	7.95%	Reduced
263	H Hexavest Montreal, Quebec, Canada	$405M	-$19.3M	3	6.42%	Reduced
264	Comerica Bank Dallas, Texas	$404M	-$400M	19	3.42%	Reduced
265	I.G. Investment Management Winnipeg, Manitoba, Canada	$403M	+$70.1M	12	1.53%	Increased
266	Blackhill Capital Morristown, New Jersey	$402M	+$9.62M	2	49.05%	Increased
267	Numeric Investors Boston, Massachusetts	$401M	+$17.8M	11	4.93%	Increased
268	KBC Group Brussels, Belgium	$398M	-$56.2M	14	5.08%	Reduced
269	UBS O'Connor Chicago, Illinois	$397M	+$142M	15	3.84%	Increased
270	PIM Platinum Investment Management Sydney Australia 2000, Australia	$397M	+$19.4M	9	7.92%	Increased
271	Select Equity Group New York	$396M	-$7.28M	5	3.6%	Reduced
272	GTP Global Thematic Partners New York	$395M	-$97.7M	3	5.91%	Reduced
273	Burgundy Asset Management Toronto, Ontario, Canada	$392M	-$32.1M	3	4.34%	Reduced
274	Employees Provident Fund Board Shah Alam, Malaysia	$385M	+$44.8M	4	13.1%	Increased
275	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$385M	+$51.8M	7	5.56%	Increased