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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	MC Montag & Caldwell Atlanta, Georgia	$316M	+$87.5M	3	6.44%	Increased
277	Sentry Investments Toronto, Ontario, Canada	$316M	-$70.5M	1	2.96%	Reduced
278	SCM Suvretta Capital Management New York	$312M	+$42.5M	2	11.88%	Increased
279	SH Svenska Handelsbanken Stockholm, Sweden	$311M	+$156M	3	19.02%	Increased
280	Ruane, Cunniff & Goldfarb New York	$311M	+$112M	8	2.96%	Increased
281	JHC JFB Holdings Corp Atlanta, Georgia	$311M	+$17.5M	2	9.68%	Increased
282	AWM Ashmore Wealth Management Wilmington, Delaware	$309M	-$140M	1	11.89%	Reduced
283	PIM Platinum Investment Management Sydney Australia 2000, Australia	$309M	-$2.07M	8	7.65%	Reduced
284	RS Investment Management San Francisco, California	$308M	-$40.6M	7	3.16%	Reduced
285	Fiera Capital (Canada) Montreal, Quebec, Canada	$307M	+$160M	14	1.72%	Increased
286	CA Cullinan Associates Louisville, Kentucky	$301M	-$782K	6	24.5%	Reduced
287	Melvin Capital Management New York	$301M	+$92M	3	9.65%	Increased
288	Baird Financial Group Milwaukee, Wisconsin	$296M	+$2.17M	9	2.72%	Increased
289	Greenwoods Asset Management Grand Cayman, Cayman Islands	$292M	-$74.5M	6	32.38%	Reduced
290	KBC Group Brussels, Belgium	$292M	-$1.9M	19	4.18%	Reduced
291	Sanders Capital West Palm Beach, Florida	$292M	+$631K	1	2.42%	Increased
292	Jericho Capital Asset Management New York	$291M	-$26.2M	3	16.02%	Reduced
293	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$289M	-$38.7M	19	3.81%	Reduced
294	CFM Coronation Fund Managers Cape Town, South Africa	$289M	+$316M	5	12.59%	New
295	Banque Pictet & Cie Geneva 73, Switzerland	$288M	-$39.6M	6	7.7%	Reduced
296	MCM Manchester Capital Management Manchester, Vermont	$287M	-$338K	9	40.88%	Reduced
297	Harding Loevner Bridgewater, New Jersey	$283M	+$42.2M	2	2.21%	Increased
298	Arizona State Retirement System Phoenix, Arizona	$282M	-$40.6M	16	3.96%	Reduced
299	HCM Holland Capital Management Chicago, Illinois	$282M	-$167M	3	10.91%	Reduced
300	Victory Capital Management San Antonio, Texas	$281M	-$9.29M	16	1.12%	Reduced