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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	Fjarde Ap-fonden Stockholm, Sweden	$566M	+$99.2M	13	7.09%	Increased
252	PIM Platinum Investment Management Sydney Australia 2000, Australia	$561M	+$147M	10	13.23%	Increased
253	CIBC World Markets New York	$561M	+$45.9M	10	4.59%	Increased
254	Hillhouse Investment Management Grand Cayman, Cayman Islands	$558M	+$243M	8	23.29%	Increased
255	Comerica Bank Dallas, Texas	$556M	-$21.4M	41	4.51%	Reduced
256	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$556M	-$23.1M	22	9.17%	Reduced
257	Thornburg Investment Management Santa Fe, New Mexico	$552M	+$85.9M	8	5.34%	Increased
258	Guggenheim Capital Chicago, Illinois	$552M	+$32M	34	4.5%	Increased
259	Marshall Wace North America New York	$547M	+$166M	33	3.87%	Increased
260	LSV Asset Management Chicago, Illinois	$536M	-$179M	10	0.86%	Reduced
261	MICM Matthews International Capital Management San Francisco, California	$534M	+$33.3M	6	25.11%	Increased
262	Nuveen Charlotte, North Carolina	$531M	-$25M	17	2.84%	Reduced
263	BCM Bares Capital Management Austin, Texas	$524M	+$226M	3	14.73%	Increased
264	Wasatch Advisors Salt Lake City, Utah	$521M	-$859K	7	5.68%	Reduced
265	Soroban Capital Partners New York	$520M	$0	1	9.41%	Maintained
266	DnB Asset Management Oslo, Norway	$519M	-$55.2M	14	5.92%	Reduced
267	Natixis Advisors Boston, Massachusetts	$518M	-$7.01M	17	4.54%	Reduced
268	Gulf International Bank (UK) London, United Kingdom	$516M	+$2.08M	23	8.98%	Increased
269	CFM Coronation Fund Managers Cape Town, South Africa	$514M	-$162M	7	18.94%	Reduced
270	Flossbach Von Storch Cologne, Germany	$511M	+$34M	6	4.71%	Increased
271	Starboard Value New York	$511M	+$342M	3	12.47%	Increased
272	WP Warburg Pincus New York	$506M	-$156M	2	17.67%	Reduced
273	Charles Schwab Investment Advisory San Francisco, California	$498M	+$4.19M	2	0.84%	Increased
274	Candriam SCA Strassen, Luxembourg, Luxembourg	$496M	+$34.2M	16	6.35%	Increased
275	Fiduciary Management Inc Milwaukee, Wisconsin	$494M	-$15.3M	2	3.23%	Reduced