← All themes

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	Jensen Investment Management Lake Oswego, Oregon	$238M	+$19.7M	2	3.68%	Increased
277	Millennium Management New York	$237M	+$11.6M	31	0.76%	Increased
278	CIM Contrarius Investment Management St. Helier, Jersey	$237M	+$76.2M	3	21.18%	Increased
279	Robeco Institutional Asset Management Rotterdam, Netherlands	$237M	-$160M	11	2.3%	Reduced
280	MSA Mason Street Advisors Milwaukee, Wisconsin	$236M	-$51.8M	20	2.68%	Reduced
281	MG Meritage Group San Francisco, California	$236M	$0	1	6.71%	Maintained
282	WBC Westpac Banking Corp Sydney, Australia	$234M	-$15.3M	15	2.92%	Reduced
283	Riverbridge Partners Minneapolis, Minnesota	$233M	+$18.6M	5	5.07%	Increased
284	DekaBank Deutsche Girozentrale Frankfurt, Germany	$233M	-$10.3M	8	4.09%	Reduced
285	CWM Concert Wealth Management San Jose, California	$230M	-$6.83M	7	32.56%	Reduced
286	Virginia Retirement Systems Richmond, Virginia	$229M	-$63.1M	11	4.91%	Reduced
287	Analytic Investors Los Angeles, California	$229M	+$47M	8	3.69%	Increased
288	Balyasny Asset Management Chicago, Illinois	$228M	+$165M	8	3.07%	Increased
289	Frontier Capital Management Boston, Massachusetts	$227M	-$14.1M	6	1.75%	Reduced
290	River Road Asset Management Louisville, Kentucky	$227M	+$24.1M	3	2.8%	Increased
291	Polar Capital London, United Kingdom	$224M	+$48.6M	8	5.99%	Increased
292	Fifth Third Bancorp Cincinnati, Ohio	$221M	+$4.63M	15	2.28%	Increased
293	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$221M	+$125M	4	6.54%	Increased
294	H Hexavest Montreal, Quebec, Canada	$221M	-$16.9M	2	3.31%	Reduced
295	Everett Harris & Co Los Angeles, California	$220M	+$2.79M	6	8.98%	Increased
296	Wellcome Trust London, United Kingdom	$219M	$0	1	7.22%	Maintained
297	ExxonMobil Investment Management Irving, Texas	$219M	-$10.7M	7	5.5%	Reduced
298	BWA Brave Warrior Advisors New York	$219M	-$100M	1	9.83%	Reduced
299	DSM Capital Partners Palm Beach Gardens, Florida	$218M	+$333K	2	4.92%	Increased
300	Glenview Capital Management New York	$216M	+$15.8M	2	1.82%	Increased