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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	Brown Brothers Harriman & Co New York	$1.27B	+$4.31M	26	7.5%	Increased
277	Cambridge Investment Research Advisors Fairfield, Iowa	$1.27B	+$24.6M	52	6.06%	Increased
278	Parnassus Investments San Francisco, California	$1.23B	-$1.1B	4	2.68%	Reduced
279	M&G Investment Management London, United Kingdom	$1.23B	+$630M	23	3.03%	Increased
280	Fjarde Ap-fonden Stockholm, Sweden	$1.23B	-$66.6M	17	11.22%	Reduced
281	Wasatch Advisors Salt Lake City, Utah	$1.22B	+$177M	11	4.96%	Increased
282	Marshall Wace London, United Kingdom	$1.22B	-$150M	53	5.52%	Reduced
283	Gateway Investment Advisers Cincinnati, Ohio	$1.19B	-$38.7M	14	12.25%	Reduced
284	IVGAI Index Venture Growth Associates I St Helier, Channel Islands, Jersey	$1.19B	+$1.05B	2	100%	Increased
285	Glenmede Trust Philadelphia, Pennsylvania	$1.15B	-$21.3M	20	5.96%	Reduced
286	Commerce Bank Kansas City, Missouri	$1.14B	+$118K	21	8.12%	Increased
287	Verition Fund Management Greenwich, Connecticut	$1.1B	+$167M	37	10.03%	Increased
288	Sculptor Capital New York	$1.09B	-$165M	12	7.92%	Reduced
289	Baupost Group Boston, Massachusetts	$1.09B	-$223M	2	8.82%	Reduced
290	CFM Coronation Fund Managers Cape Town, South Africa	$1.07B	+$141M	9	33.58%	Increased
291	ICVCFIA IDG China Venture Capital Fund IV Associates Hong Kong	$1.07B	-$2.84M	2	93.56%	Reduced
292	FAM Foxhaven Asset Management Charlottesville, Virginia	$1.06B	+$34.8M	5	29.05%	Increased
293	Orbis Allan Gray Hamilton, Bermuda	$1.06B	+$589M	3	6.7%	Increased
294	C WorldWide Group Copenhagen, Denmark	$1.05B	-$25.4M	3	10.8%	Reduced
295	AIM Allen Investment Management New York	$1.04B	-$47.3M	14	14.06%	Reduced
296	Laurion Capital Management New York	$1.04B	+$556M	20	5.75%	Increased
297	Holocene Advisors New York	$1.03B	+$367M	25	5.83%	Increased
298	Comerica Bank Dallas, Texas	$1.03B	-$41.5M	49	6.15%	Reduced
299	Guggenheim Capital Chicago, Illinois	$1.03B	+$118M	44	6.06%	Increased
300	Amalgamated Bank New York	$1.02B	+$718M	44	8.21%	Increased