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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	AL AJO LP Philadelphia, Pennsylvania	$504M	-$59.2M	18	2.33%	Reduced
277	Arrowstreet Capital Boston, Massachusetts	$501M	-$129M	29	1.23%	Reduced
278	CIBC World Markets New York	$499M	-$158M	13	4.3%	Reduced
279	TCW Group Los Angeles, California	$496M	-$2.26M	5	4.02%	Reduced
280	Wasatch Advisors Salt Lake City, Utah	$492M	-$88.7M	8	5.93%	Reduced
281	Wolverine Trading Chicago, Illinois	$488M	$0	32	1.16%	Maintained
282	GCCM Green Court Capital Management Hong Kong	$487M	-$26.5M	2	68.47%	Reduced
283	MICM Matthews International Capital Management San Francisco, California	$487M	+$20.4M	5	21.69%	Increased
284	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$477M	-$4.28M	31	5.63%	Reduced
285	Causeway Capital Management Los Angeles, California	$472M	+$3.36M	3	4.76%	Increased
286	Oregon Public Employees Retirement Fund Tigard, Oregon	$469M	+$1.87M	15	6.89%	Increased
287	Balyasny Asset Management Chicago, Illinois	$466M	-$148M	27	2.11%	Reduced
288	ING Group Amsterdam, Netherlands	$465M	-$102M	14	8.89%	Reduced
289	Employees Retirement System of Texas Austin, Texas	$465M	+$9.6M	18	6.26%	Increased
290	TPSF Texas Permanent School Fund Austin, Texas	$464M	-$36.8M	18	6.33%	Reduced
291	IVA International Value Advisers	$463M	-$4.48M	4	12.57%	Reduced
292	HMP HS Management Partners New York	$458M	+$182M	3	13.98%	Increased
293	Charles Schwab Investment Advisory San Francisco, California	$457M	+$452M	2	0.84%	New
294	Virginia Retirement Systems Richmond, Virginia	$456M	-$119M	19	5.59%	Reduced
295	Hosking Partners London, United Kingdom	$453M	+$3.04M	6	9.99%	Increased
296	PointState Capital New York	$452M	+$201M	4	5.11%	Increased
297	SCM Scopia Capital Management New York	$449M	+$198M	2	7.84%	Increased
298	Marshall Wace Asia Central, Hong Kong	$440M	+$182M	5	14.52%	Increased
299	Tocqueville Asset Management New York	$437M	-$13.2M	17	5.55%	Reduced
300	United Capital Financial Advisors Irving, Texas	$436M	-$18.7M	14	3.25%	Reduced