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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	Baupost Group Boston, Massachusetts	$755M	+$118M	2	8.34%	Increased
252	MSL Mackay Shields LLC New York	$754M	-$112M	20	5.2%	Reduced
253	Glenmede Trust Philadelphia, Pennsylvania	$748M	-$41.1M	51	3.41%	Reduced
254	Factory Mutual Insurance Waltham, Massachusetts	$740M	-$17.1M	5	10.91%	Reduced
255	SCM Steadfast Capital Management New York	$737M	+$362M	5	8.07%	Increased
256	Mitsubishi UFJ Asset Management Tokyo, Japan	$735M	+$66.4M	31	9.59%	Increased
257	PIM Platinum Investment Management Sydney Australia 2000, Australia	$731M	-$122M	7	14.47%	Reduced
258	State of Michigan Retirement System Lansing, Michigan	$729M	+$56.6M	17	6.02%	Increased
259	SRS Investment Management New York	$728M	+$90.1M	4	17.43%	Increased
260	SG Americas Securities New York	$719M	+$337M	46	6.56%	Increased
261	Orbis Allan Gray Hamilton, Bermuda	$718M	-$135M	1	5.02%	Reduced
262	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$717M	-$366M	1	10.57%	Reduced
263	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$710M	+$657M	19	3.05%	New
264	Parallax Volatility Advisers San Francisco, California	$701M	+$169M	32	0.81%	Increased
265	Handelsbanken Fonder Stockholm, Sweden	$701M	+$44.9M	11	12.12%	Increased
266	Banco Santander Madrid, Spain	$697M	+$81.2M	16	6.44%	Increased
267	Arrowstreet Capital Boston, Massachusetts	$694M	+$292M	34	1.61%	Increased
268	SCGE Management Menlo Park, California	$693M	+$50.8M	5	28.02%	Increased
269	Thornburg Investment Management Santa Fe, New Mexico	$689M	+$4.92M	8	6.63%	Increased
270	Fjarde Ap-fonden Stockholm, Sweden	$685M	-$2.99M	13	8.41%	Reduced
271	Comerica Bank Dallas, Texas	$670M	-$7.5M	44	5.07%	Reduced
272	Gulf International Bank (UK) London, United Kingdom	$662M	+$4.43M	25	10.08%	Increased
273	Natixis Paris, France	$662M	-$126M	24	4.1%	Reduced
274	BCM Bares Capital Management Austin, Texas	$657M	+$187M	3	18.43%	Increased
275	Causeway Capital Management Los Angeles, California	$656M	+$80M	5	7.04%	Increased