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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	Commonwealth Equity Services Waltham, Massachusetts	$409M	+$2.68M	13	3.25%	Increased
252	ProShare Advisors Bethesda, Maryland	$408M	-$139M	14	5.69%	Reduced
253	Comerica Bank Dallas, Texas	$405M	+$10.1M	23	3.47%	Increased
254	Royce & Associates New York	$403M	-$36.8M	14	2.65%	Reduced
255	JP Morgan Private Wealth Advisors San Francisco, California	$403M	-$5.93M	14	3.75%	Reduced
256	Gulf International Bank (UK) London, United Kingdom	$402M	+$3.06M	14	6.51%	Increased
257	Alyeska Investment Group Chicago, Illinois	$402M	+$248M	8	3.72%	Increased
258	Nisa Investment Advisors St. Louis, Missouri	$399M	-$6.11M	21	5.16%	Reduced
259	Sterling Capital Management Charlotte, North Carolina	$398M	-$1.66M	11	3.66%	Reduced
260	Burgundy Asset Management Toronto, Ontario, Canada	$396M	-$36.2M	3	3.92%	Reduced
261	KBC Group Brussels, Belgium	$395M	+$49.9M	19	4.67%	Increased
262	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$395M	-$20.2M	3	0.6%	Reduced
263	SRS Investment Management New York	$395M	+$127M	3	10.43%	Increased
264	Marsico Capital Management Denver, Colorado	$391M	-$12M	5	14.59%	Reduced
265	Nomura Asset Management Tokyo, Japan	$390M	-$37.3M	14	6.99%	Reduced
266	KM Kylin Management New York	$388M	+$27.4M	2	75.61%	Increased
267	GA Geneva Advisors Chicago, Illinois	$388M	-$1.12M	9	7.3%	Reduced
268	Edge Asset Management Seattle, Washington	$388M	-$2.45M	6	3.25%	Reduced
269	Zevenbergen Capital Investments Edmonds, Washington	$385M	-$15.8M	8	15.83%	Reduced
270	PIA Piedmont Investment Advisors Durham, North Carolina	$382M	-$31.5M	10	8.29%	Reduced
271	Virginia Retirement Systems Richmond, Virginia	$382M	+$21M	14	5.52%	Increased
272	Riverbridge Partners Minneapolis, Minnesota	$381M	-$6.25M	6	7.63%	Reduced
273	Jensen Investment Management Lake Oswego, Oregon	$377M	-$1.15M	3	5.64%	Reduced
274	H Hexavest Montreal, Quebec, Canada	$377M	+$21.8M	4	6.43%	Increased
275	TPSF Texas Permanent School Fund Austin, Texas	$373M	-$19.2M	18	5.01%	Reduced