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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	HighTower Advisors Chicago, Illinois	$360M	+$1.02M	14	4.55%	Increased
252	Alkeon Capital Management New York	$358M	+$158M	3	6.89%	Increased
253	Nisa Investment Advisors St. Louis, Missouri	$355M	+$17.2M	20	4.77%	Increased
254	M&T Bank Buffalo, New York	$353M	-$60.6M	18	2.37%	Reduced
255	JP Morgan Private Wealth Advisors San Francisco, California	$353M	-$194M	17	3.42%	Reduced
256	Commonwealth Equity Services Waltham, Massachusetts	$351M	+$15M	12	2.96%	Increased
257	Capital Guardian Trust Los Angeles, California	$351M	+$52M	18	2.7%	Increased
258	Zevenbergen Capital Investments Edmonds, Washington	$350M	-$84.2M	8	16.4%	Reduced
259	PointState Capital New York	$349M	+$327M	2	7.18%	Increased
260	Jensen Investment Management Lake Oswego, Oregon	$346M	-$4.4M	4	5.37%	Reduced
261	TPSF Texas Permanent School Fund Austin, Texas	$344M	-$25.1M	17	4.56%	Reduced
262	Gulf International Bank (UK) London, United Kingdom	$344M	+$15.3M	14	5.77%	Increased
263	Arrowstreet Capital Boston, Massachusetts	$343M	+$294M	16	1.13%	Increased
264	GA Geneva Advisors Chicago, Illinois	$340M	-$11.4M	7	6.73%	Reduced
265	DSM Capital Partners Palm Beach Gardens, Florida	$337M	-$7.56M	1	5.79%	Reduced
266	Sterling Capital Management Charlotte, North Carolina	$336M	+$76.8M	11	3.07%	Increased
267	Edge Asset Management Seattle, Washington	$335M	-$7.04M	6	2.99%	Reduced
268	GVI Green Valley Investors Wilmington, Delaware	$335M	-$101M	2	10.24%	Reduced
269	Marshall Wace London, United Kingdom	$326M	-$10.2M	18	2.74%	Reduced
270	Marsico Capital Management Denver, Colorado	$324M	+$21.1M	4	11.25%	Increased
271	H Hexavest Montreal, Quebec, Canada	$322M	+$15.7M	3	4.88%	Increased
272	Fifth Third Bancorp Cincinnati, Ohio	$321M	-$12.5M	21	2.72%	Reduced
273	Polar Capital London, United Kingdom	$319M	-$89.3M	6	6.02%	Reduced
274	Virginia Retirement Systems Richmond, Virginia	$316M	+$315M	14	4.66%	New
275	Tocqueville Asset Management New York	$316M	+$29.1M	13	3.77%	Increased