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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	Stifel Financial St. Louis, Missouri	$339M	+$22.8M	17	2.97%	Increased
277	Natixis Paris, France	$335M	+$49.5M	6	5.16%	Increased
278	Employees Retirement System of Texas Austin, Texas	$333M	-$5.17M	12	4.37%	Reduced
279	DekaBank Deutsche Girozentrale Frankfurt, Germany	$332M	+$20.8M	11	4.49%	Increased
280	RP RBS Partners Bay Harbor Islands, Florida	$327M	$0	1	21.65%	Maintained
281	Blackhill Capital Morristown, New Jersey	$326M	+$573K	1	44.45%	Increased
282	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$323M	+$317M	7	5.12%	New
283	HCM Holland Capital Management Chicago, Illinois	$319M	+$4.54M	2	6.87%	Increased
284	CAM Coronation Asset Management Cape Town, South Africa	$316M	+$33.8M	7	16.24%	Increased
285	Aperio Group Sausalito, California	$314M	+$21.6M	18	4.24%	Increased
286	PGP Prescott General Partners Boca Raton, Florida	$314M	+$355K	3	21.24%	Increased
287	TAM Tiverton Asset Management Wilimington, Delaware	$313M	-$5.12M	5	7.14%	Reduced
288	Select Equity Group New York	$313M	-$80.6M	4	3.23%	Reduced
289	DnB Asset Management Oslo, Norway	$312M	-$70.5M	9	6.88%	Reduced
290	CM CS McKee Pittsburgh, Pennsylvania	$310M	-$17.6M	3	7.12%	Reduced
291	RS Investment Management San Francisco, California	$308M	-$7.16M	7	2.84%	Reduced
292	Riverbridge Partners Minneapolis, Minnesota	$308M	+$11.5M	6	6.01%	Increased
293	Fifth Third Bancorp Cincinnati, Ohio	$307M	+$3.19M	16	2.8%	Increased
294	First Manhattan New York	$307M	-$21.7M	11	1.79%	Reduced
295	RIM Rainier Investment Management Seattle, Washington	$305M	-$32.6M	5	5.08%	Reduced
296	Capital Guardian Trust Los Angeles, California	$302M	-$25M	15	2.15%	Reduced
297	Letko, Brosseau & Associates Montreal, Quebec, Canada	$297M	-$2.66M	2	2.52%	Reduced
298	CIM Contrarius Investment Management St. Helier, Jersey	$295M	+$15.3M	6	21.79%	Increased
299	Lone Pine Capital Greenwich, Connecticut	$292M	-$286M	1	1.14%	Reduced
300	JHC JFB Holdings Corp Atlanta, Georgia	$292M	+$5.22M	2	8.16%	Increased