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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	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$1.42B	+$273M	35	8.7%	Increased
252	Cambridge Investment Research Advisors Fairfield, Iowa	$1.42B	+$10.1M	49	6.33%	Increased
253	NN Investment Partners Holdings The Hague, Netherlands	$1.41B	-$70.5M	25	7.04%	Reduced
254	Brown Brothers Harriman & Co New York	$1.4B	+$10.2M	27	7.87%	Increased
255	DVF Discovery Value Fund Singapore	$1.4B	-$196M	3	51.42%	Reduced
256	Menora Mivtachim Holdings Ramat Gan, Israel	$1.39B	-$30.1M	6	18.92%	Reduced
257	ING Group Amsterdam, Netherlands	$1.38B	+$310M	16	12.32%	Increased
258	MUFG Bank Tokyo 100-8388,, Japan	$1.37B	+$1.09B	1	60.43%	New
259	SP Summit Partners Boston, Massachusetts	$1.36B	+$756M	2	43.53%	Increased
260	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$1.35B	-$496K	7	6.29%	Reduced
261	CIBC World Markets New York	$1.34B	+$578M	15	7.15%	Increased
262	Mariner Overland Park, Kansas	$1.34B	+$187M	14	5.68%	Increased
263	GAMH Greenwoods Asset Management (HK) Hong Kong	$1.33B	+$255M	14	49.25%	Increased
264	Third Point New York	$1.32B	+$266M	3	9.22%	Increased
265	Guggenheim Capital Chicago, Illinois	$1.32B	+$171M	37	6.86%	Increased
266	Commerce Bank Kansas City, Missouri	$1.31B	-$15M	21	8.59%	Reduced
267	Gateway Investment Advisers Cincinnati, Ohio	$1.31B	-$21.5M	15	12.53%	Reduced
268	Fjarde Ap-fonden Stockholm, Sweden	$1.31B	-$78M	18	11.53%	Reduced
269	Mawer Investment Management Calgary, Alberta, Canada	$1.3B	-$226M	9	5.85%	Reduced
270	Acadian Asset Management Boston, Massachusetts	$1.3B	-$472M	45	4.84%	Reduced
271	Amalgamated Bank New York	$1.29B	+$160M	46	9.49%	Increased
272	AustralianSuper Melbourne, Australia	$1.28B	+$406M	6	6.63%	Increased
273	HA HHLR Advisors Grand Cayman, Cayman Islands	$1.26B	+$151M	14	19.52%	Increased
274	JCM JS Capital Management New York	$1.26B	+$74.2M	5	57.2%	Increased
275	JSP Jackson Square Partners Larkspur, California	$1.26B	+$24.7M	10	10.56%	Increased