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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	PCM Prime Capital Management Hong Kong	$314M	+$136M	4	53.91%	Increased
277	First Manhattan New York	$313M	-$14.4M	12	2.01%	Reduced
278	Gulf International Bank (UK) London, United Kingdom	$311M	-$13.1M	10	5.84%	Reduced
279	BWA Brave Warrior Advisors New York	$309M	+$133M	1	9.82%	Increased
280	Zurich Cantonal Bank Zurich, Switzerland	$307M	-$11.4M	30	4.34%	Reduced
281	City National Bank Beverly Hills, Delaware	$307M	+$6.65M	9	2.64%	Increased
282	Winton Group London, United Kingdom	$306M	+$94M	6	2.42%	Increased
283	Atalanta Sosnoff Capital New York	$305M	+$43.4M	4	9.75%	Increased
284	Riverbridge Partners Minneapolis, Minnesota	$305M	-$16.2M	6	6.29%	Reduced
285	Egerton Capital (UK) London, United Kingdom	$303M	-$11.8M	2	3.42%	Reduced
286	PIM Platinum Investment Management Sydney Australia 2000, Australia	$302M	-$190M	11	8.18%	Reduced
287	GTP Global Thematic Partners New York	$302M	+$42.3M	4	5.07%	Increased
288	Fiera Capital (Canada) Montreal, Quebec, Canada	$299M	-$17.2M	9	2.49%	Reduced
289	CCM Cornerstone Capital Management Edina, Minnesota	$299M	-$187M	4	12.67%	Reduced
290	CCM Cantillon Capital Management New York	$296M	-$82.2M	2	6.31%	Reduced
291	Hotchkis & Wiley Capital Management Los Angeles, California	$293M	-$10.2M	2	1.17%	Reduced
292	LPL Financial San Diego, California	$291M	-$9.72M	15	1.6%	Reduced
293	Banque Pictet & Cie Geneva 73, Switzerland	$289M	+$303M	7	8.63%	Increased
294	Capital Guardian Trust Los Angeles, California	$286M	+$39.4M	18	2.32%	Increased
295	JHC JFB Holdings Corp Atlanta, Georgia	$286M	+$18.5M	2	8.59%	Increased
296	Employees Retirement System of Texas Austin, Texas	$285M	-$16.6M	9	4.07%	Reduced
297	I.G. Investment Management Winnipeg, Manitoba, Canada	$284M	-$110M	15	1.19%	Reduced
298	Sterling Capital Management Charlotte, North Carolina	$280M	+$6.85M	12	2.51%	Increased
299	Everett Harris & Co Los Angeles, California	$276M	-$7.17M	7	10.1%	Reduced
300	BC Brahman Capital New York	$272M	+$39.5M	1	5.38%	Increased