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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	Blackhill Capital Morristown, New Jersey	$372M	+$1.41M	1	46.46%	Increased
277	Polen Capital Management Boca Raton, Florida	$371M	-$8.6M	2	7.64%	Reduced
278	CAM Coronation Asset Management Cape Town, South Africa	$368M	+$95.8M	6	21.58%	Increased
279	Aperio Group Sausalito, California	$366M	+$25.4M	21	4.51%	Increased
280	1832 Asset Management Toronto, Ontario, Canada	$366M	-$306M	7	1.13%	Reduced
281	TCM Tybourne Capital Management Hong Kong	$363M	+$115M	4	34.43%	Increased
282	Point72 Asset Management Stamford, Connecticut	$360M	+$186M	13	2.52%	Increased
283	TAM Tiverton Asset Management Wilimington, Delaware	$357M	+$8.08M	5	7.43%	Increased
284	Eagle Asset Management St Petersburg, Florida	$357M	-$77.3M	9	2.05%	Reduced
285	Findlay Park Partners London, United Kingdom	$353M	-$25.7M	3	3.78%	Reduced
286	Arizona State Retirement System Phoenix, Arizona	$353M	-$45.3M	15	4.16%	Reduced
287	Sterling Capital Management Charlotte, North Carolina	$351M	+$93.8M	12	3.06%	Increased
288	Fifth Third Bancorp Cincinnati, Ohio	$343M	+$8.19M	18	2.93%	Increased
289	Numeric Investors Boston, Massachusetts	$341M	+$42.1M	9	4.41%	Increased
290	Employees Retirement System of Texas Austin, Texas	$340M	-$19.4M	10	4.33%	Reduced
291	Parallax Volatility Advisers San Francisco, California	$337M	+$102M	29	0.98%	Increased
292	First Manhattan New York	$332M	-$7.9M	12	1.88%	Reduced
293	Letko, Brosseau & Associates Montreal, Quebec, Canada	$331M	-$3.19M	2	2.89%	Reduced
294	ACM Atlanta Capital Management Atlanta, Georgia	$326M	-$241M	3	2.24%	Reduced
295	CA Cullinan Associates Louisville, Kentucky	$326M	-$913K	3	34.47%	Reduced
296	Edge Asset Management Seattle, Washington	$323M	-$48M	6	3.11%	Reduced
297	CM CS McKee Pittsburgh, Pennsylvania	$322M	-$12.9M	3	7.76%	Reduced
298	Employees Provident Fund Board Shah Alam, Malaysia	$321M	+$17.2M	2	9.84%	Increased
299	Analytic Investors Los Angeles, California	$320M	-$76.2M	6	4.55%	Reduced
300	I.G. Investment Management Winnipeg, Manitoba, Canada	$319M	+$36.5M	12	1.15%	Increased