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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	SHIM Spruce House Investment Management New York	$1.92B	-$23.6M	4	49.72%	Reduced
252	Edgewood Management Greenwich, Connecticut	$1.9B	-$471M	5	6.74%	Reduced
253	British Columbia Investment Management Victoria, British Columbia, Canada	$1.9B	+$22M	22	10.89%	Increased
254	Clear Street New York	$1.89B	+$32.1M	8	6.43%	Increased
255	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$1.88B	+$1.52M	3	8.36%	Increased
256	Lone Pine Capital Greenwich, Connecticut	$1.88B	+$49.2M	4	13.64%	Increased
257	ING Group Amsterdam, Netherlands	$1.87B	-$80.9M	19	10.11%	Reduced
258	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$1.86B	+$217M	15	14.91%	Increased
259	Skye Global Management West Palm Beach, Florida	$1.86B	+$264M	8	37.14%	Increased
260	CIP CAS Investment Partners Westport, Connecticut	$1.84B	-$11.7M	1	82.26%	Reduced
261	TMC Toyota Motor Corp Japan	$1.84B	$0	2	44.2%	Maintained
262	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$1.84B	-$23.9M	39	9.24%	Reduced
263	M&T Bank Buffalo, New York	$1.81B	-$124M	28	6.07%	Reduced
264	Viking Global Investors Stamford, Connecticut	$1.78B	-$581M	6	4.62%	Reduced
265	Polar Capital Holdings London, United Kingdom	$1.78B	-$30.6M	16	8.55%	Reduced
266	Zurich Insurance Group Zurich, Switzerland	$1.77B	+$32.9M	8	12.65%	Increased
267	Nisa Investment Advisors St. Louis, Missouri	$1.77B	-$81.7M	78	6.82%	Reduced
268	Circle Wealth Management Summit, New Jersey	$1.77B	+$21.9M	9	34.39%	Increased
269	Czech National Bank Prague, Czech Republic	$1.76B	+$74.9M	13	12.14%	Increased
270	Commerce Bank Kansas City, Missouri	$1.72B	-$23.6M	23	9.59%	Reduced
271	Cardano Risk Management Rotterdam, Netherlands	$1.7B	+$41.8M	2	18.1%	Increased
272	Lido Advisors Los Angeles, California	$1.69B	+$229M	26	5.29%	Increased
273	Axiom Investors Greenwich, Connecticut	$1.67B	-$255M	8	12.3%	Reduced
274	AP Altarock Partners West Palm Beach, Florida	$1.66B	+$290M	1	30.34%	Increased
275	MN Services Vermogensbeheer The Hague, Netherlands	$1.66B	+$20.4M	14	10.72%	Increased