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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	Polar Capital London, United Kingdom	$307M	-$18.2M	7	6.52%	Reduced
277	CM CS McKee Pittsburgh, Pennsylvania	$305M	+$38.1M	3	6.48%	Increased
278	TAM Tiverton Asset Management Wilimington, Delaware	$304M	+$4.38M	5	6.81%	Increased
279	HCM Holland Capital Management Chicago, Illinois	$303M	-$5.8M	2	6.4%	Reduced
280	Royal London Asset Management United Kingdom	$302M	+$19.5M	7	6.94%	Increased
281	Letko, Brosseau & Associates Montreal, Quebec, Canada	$302M	+$548K	2	2.4%	Increased
282	Columbia Wanger Asset Management Chicago, Illinois	$300M	-$12.1M	5	1.2%	Reduced
283	Stifel Financial St. Louis, Missouri	$297M	-$22.2M	18	2.67%	Reduced
284	Sustainable Growth Advisers Stamford, Connecticut	$296M	+$24.3M	3	6.35%	Increased
285	DekaBank Deutsche Girozentrale Frankfurt, Germany	$294M	+$10.8M	11	4.42%	Increased
286	TCM Tiger Consumer Management New York	$294M	+$21.5M	3	13.93%	Increased
287	Ruane, Cunniff & Goldfarb New York	$293M	+$20.5M	5	1.56%	Increased
288	HH HSG Holding Na, Hong Kong	$289M	$0	1	89.58%	Maintained
289	CAM Coronation Asset Management Cape Town, South Africa	$287M	+$252M	7	17.29%	Increased
290	Fifth Third Bancorp Cincinnati, Ohio	$287M	+$4.37M	16	2.6%	Increased
291	MCM Manchester Capital Management Manchester, Vermont	$285M	-$9.33M	10	37.86%	Reduced
292	Gulf International Bank (UK) London, United Kingdom	$281M	+$2.52M	8	5.18%	Increased
293	Suntrust Banks Atlanta, Georgia	$280M	-$194M	13	1.94%	Reduced
294	Aperio Group Sausalito, California	$278M	+$12M	18	4.04%	Increased
295	CA Cullinan Associates Louisville, Kentucky	$277M	-$30.2M	3	45.12%	Reduced
296	Frontier Capital Management Boston, Massachusetts	$275M	+$88.2M	8	2.03%	Increased
297	BRC Blue Ridge Capital New York	$274M	-$161M	2	2.71%	Reduced
298	CIM Contrarius Investment Management St. Helier, Jersey	$274M	-$19.9M	4	19.53%	Reduced
299	Kornitzer Capital Management Shawnee Mission, Kansas	$272M	+$6.12M	9	2.92%	Increased
300	AC Alleghany Corporation New York	$272M	-$7.42M	2	9.86%	Reduced