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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	GA Geneva Advisors Chicago, Illinois	$327M	+$41.4M	9	6.29%	Increased
277	First Manhattan New York	$325M	+$21.2M	12	1.99%	Increased
278	CAM Coronation Asset Management Cape Town, South Africa	$324M	-$12.8M	4	15.21%	Reduced
279	Egerton Capital (UK) London, United Kingdom	$323M	-$25.7M	1	3.35%	Reduced
280	Arizona State Retirement System Phoenix, Arizona	$321M	-$14.8M	15	4.27%	Reduced
281	Virginia Retirement Systems Richmond, Virginia	$321M	-$14.3M	14	4.8%	Reduced
282	BWA Brave Warrior Advisors New York	$317M	-$12.6M	1	12.58%	Reduced
283	MVP Miller Value Partners Sarasota, Florida	$316M	+$54.8M	7	8.45%	Increased
284	Handelsbanken Fonder Stockholm, Sweden	$316M	+$325M	15	6.1%	New
285	Capital Guardian Trust Los Angeles, California	$315M	+$6.16M	18	2.45%	Increased
286	DVC Deer VII & Co Larchmont, New York	$313M	+$357M	1	71.62%	New
287	Banque Pictet & Cie Geneva 73, Switzerland	$309M	+$11.3M	6	8.34%	Increased
288	Jericho Capital Asset Management New York	$309M	+$35M	4	13.54%	Increased
289	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$304M	-$19.4M	17	2.47%	Reduced
290	Burgundy Asset Management Toronto, Ontario, Canada	$302M	+$8.21M	3	3.31%	Increased
291	Blackhill Capital Morristown, New Jersey	$297M	+$563K	2	46.28%	Increased
292	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$297M	-$726M	4	0.44%	Reduced
293	HCM Herndon Capital Management Atlanta, Georgia	$295M	-$27.1M	3	6.22%	Reduced
294	VCM Valiant Capital Management San Francisco, California	$293M	-$44.6M	3	15.55%	Reduced
295	Sterling Capital Management Charlotte, North Carolina	$292M	-$4.89M	12	2.59%	Reduced
296	Two Sigma Investments New York	$287M	-$132M	27	1.38%	Reduced
297	JHC JFB Holdings Corp Atlanta, Georgia	$287M	-$2.61M	2	8.56%	Reduced
298	BC Brahman Capital New York	$286M	+$2.13M	1	8.74%	Increased
299	Victory Capital Management San Antonio, Texas	$283M	-$114M	16	1.18%	Reduced
300	Analytic Investors Los Angeles, California	$282M	+$51.8M	13	3.52%	Increased