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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
276	Generation Investment Management London, United Kingdom	$210M	+$210M	2	4.05%	New
277	Everett Harris & Co Los Angeles, California	$206M	+$212M	5	8.6%	New
278	Jensen Investment Management Lake Oswego, Oregon	$206M	+$204M	2	3.37%	New
279	Jacobs Levy Equity Management Florham Park, New Jersey	$205M	+$217M	11	3.63%	New
280	WBC Westpac Banking Corp Sydney, Australia	$204M	+$230M	11	3.12%	New
281	Saturna Capital Bellingham, Washington	$204M	+$210M	6	5.57%	New
282	ExxonMobil Investment Management Irving, Texas	$203M	+$213M	6	5.08%	New
283	DSM Capital Partners Palm Beach Gardens, Florida	$201M	+$210M	1	5%	New
284	Canada Life Winnipeg, Manitoba, Canada	$200M	+$208M	9	1.31%	New
285	Vontobel Asset Management New York	$199M	+$195M	3	2.56%	New
286	Millennium Management New York	$198M	+$200M	25	0.61%	New
287	River Road Asset Management Louisville, Kentucky	$196M	+$198M	3	2.44%	New
288	LCS Levin Capital Strategies New York	$193M	+$207M	5	3.48%	New
289	Fifth Third Bancorp Cincinnati, Ohio	$192M	+$202M	14	2.04%	New
290	Columbia Wanger Asset Management Chicago, Illinois	$188M	+$184M	5	0.82%	New
291	GVI Green Valley Investors Wilmington, Delaware	$186M	+$192M	1	4.55%	New
292	Nomura Asset Management Tokyo, Japan	$186M	+$193M	9	3.69%	New
293	Frontier Capital Management Boston, Massachusetts	$185M	+$171M	6	1.54%	New
294	GTP Global Thematic Partners New York	$184M	+$200M	1	2.71%	New
295	Wellcome Trust London, United Kingdom	$182M	+$198M	1	6.44%	New
296	TAM Tiverton Asset Management Wilimington, Delaware	$181M	+$194M	3	4.7%	New
297	First Eagle Investment Management New York	$180M	+$186M	4	0.55%	New
298	Riverbridge Partners Minneapolis, Minnesota	$180M	+$171M	5	4.48%	New
299	FC Fiera Capital New York	$179M	+$183M	6	12.81%	New
300	Analytic Investors Los Angeles, California	$178M	+$184M	6	2.95%	New