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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	Sustainable Growth Advisers Stamford, Connecticut	$286M	-$113M	3	6.03%	Reduced
277	Natixis Paris, France	$285M	-$354M	6	3.71%	Reduced
278	First Manhattan New York	$285M	-$6.9M	8	1.88%	Reduced
279	TCM Tiger Consumer Management New York	$281M	+$197M	3	12.86%	Increased
280	MCM Manchester Capital Management Manchester, Vermont	$279M	+$4.12M	10	44.68%	Increased
281	KBC Group Brussels, Belgium	$278M	+$29.1M	13	4.38%	Increased
282	Kornitzer Capital Management Shawnee Mission, Kansas	$274M	-$22.1M	9	2.9%	Reduced
283	Ruane, Cunniff & Goldfarb New York	$273M	-$6.76M	3	1.46%	Reduced
284	Fiera Capital (Canada) Montreal, Quebec, Canada	$271M	-$21.2M	8	2.04%	Reduced
285	TAM Tiverton Asset Management Wilimington, Delaware	$269M	$0	3	5.84%	Maintained
286	Farallon Capital Management San Francisco, California	$268M	+$12.1M	3	5.27%	Increased
287	LCS Levin Capital Strategies New York	$266M	+$15.9M	7	4.46%	Increased
288	Royal London Asset Management United Kingdom	$265M	+$41.7M	7	6.16%	Increased
289	CI Investments Inc Toronto, Ontario, Canada	$265M	+$60.3M	3	2.79%	Increased
290	Flossbach Von Storch Cologne, Germany	$264M	-$24M	3	7.03%	Reduced
291	Carmignac Gestion Paris, France	$263M	+$173M	1	1.92%	Increased
292	Jensen Investment Management Lake Oswego, Oregon	$263M	+$3.4M	2	3.78%	Increased
293	Wellcome Trust London, United Kingdom	$261M	+$14.1M	2	6.42%	Increased
294	DekaBank Deutsche Girozentrale Frankfurt, Germany	$260M	+$12.1M	9	4.13%	Increased
295	Employees Provident Fund Board Shah Alam, Malaysia	$259M	-$12.4M	2	8.37%	Reduced
296	CWM Concert Wealth Management San Jose, California	$258M	+$14.6M	7	32.16%	Increased
297	River Road Asset Management Louisville, Kentucky	$257M	-$7.57M	6	2.79%	Reduced
298	CCM Cantillon Capital Management New York	$257M	+$85.5M	1	5.94%	Increased
299	USSCPF United States Steel & Carnegie Pension Fund New York	$255M	$0	3	5.7%	Maintained
300	CIM Contrarius Investment Management St. Helier, Jersey	$253M	-$951K	3	18.05%	Reduced