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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	TAM Tiverton Asset Management Wilimington, Delaware	$371M	-$6.12M	5	7.38%	Reduced
277	Egerton Capital (UK) London, United Kingdom	$364M	-$131M	1	4.61%	Reduced
278	First Eagle Investment Management New York	$358M	+$25.9M	7	0.85%	Increased
279	Sentry Investments Toronto, Ontario, Canada	$358M	+$5.68M	1	4.18%	Increased
280	PIA Piedmont Investment Advisors Durham, North Carolina	$356M	+$245M	7	7.52%	Increased
281	First Manhattan New York	$355M	+$58.2M	12	2.1%	Increased
282	DekaBank Deutsche Girozentrale Frankfurt, Germany	$354M	-$17.9M	16	4.2%	Reduced
283	Riverbridge Partners Minneapolis, Minnesota	$354M	-$20.9M	6	6.67%	Reduced
284	Fifth Third Bancorp Cincinnati, Ohio	$351M	-$786K	28	3.06%	Reduced
285	CIBC World Markets New York	$350M	+$286M	5	11.06%	Increased
286	CAM Coronation Asset Management Cape Town, South Africa	$347M	+$31.8M	6	15.22%	Increased
287	Commonwealth Equity Services Waltham, Massachusetts	$346M	+$11.1M	11	3.44%	Increased
288	Gulf International Bank (UK) London, United Kingdom	$344M	-$581K	9	5.99%	Reduced
289	Fiera Capital (Canada) Montreal, Quebec, Canada	$344M	-$12.3M	10	2.11%	Reduced
290	Eagle Asset Management St Petersburg, Florida	$343M	-$52.5M	8	1.92%	Reduced
291	HCM Highfields Capital Management Boston, Massachusetts	$338M	-$119M	2	3.04%	Reduced
292	City National Bank Beverly Hills, Delaware	$338M	-$2.46M	10	2.79%	Reduced
293	Zurich Cantonal Bank Zurich, Switzerland	$338M	+$2.88M	25	4.66%	Increased
294	HCM Holland Capital Management Chicago, Illinois	$337M	-$17.4M	2	8.03%	Reduced
295	NC Nevsky Capital London, United Kingdom	$337M	+$96.1M	2	36.44%	Increased
296	Hotchkis & Wiley Capital Management Los Angeles, California	$335M	+$5.51M	2	1.18%	Increased
297	LPL Financial San Diego, California	$332M	+$1.09M	15	1.69%	Increased
298	Virginia Retirement Systems Richmond, Virginia	$329M	-$4.03M	13	5%	Reduced
299	Alkeon Capital Management New York	$327M	-$28.3M	6	6.38%	Reduced
300	Employees Retirement System of Texas Austin, Texas	$323M	+$2.7M	9	4.24%	Increased