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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	KM Kora Management Brooklyn, New York	$1.11B	-$55.3M	1	96.7%	Reduced
277	Verition Fund Management Greenwich, Connecticut	$1.11B	+$74.4M	36	9.58%	Increased
278	Melvin Capital Management New York	$1.1B	-$1.21B	4	5.59%	Reduced
279	Point72 Asset Management Stamford, Connecticut	$1.1B	-$561M	30	4.82%	Reduced
280	Sculptor Capital New York	$1.1B	+$160M	17	9.06%	Increased
281	Third Point New York	$1.1B	-$511M	2	5.99%	Reduced
282	Bank Julius Baer & Co Zurich, Switzerland	$1.09B	+$70.6M	22	6.75%	Increased
283	Fort Washington Investment Advisors Cincinnati, Ohio	$1.09B	+$144M	13	6.94%	Increased
284	Egerton Capital (UK) London, United Kingdom	$1.09B	-$722M	3	5.16%	Reduced
285	General Atlantic New York	$1.08B	+$149M	4	6.35%	Increased
286	Marshall Wace London, United Kingdom	$1.08B	-$74.2M	58	4.49%	Reduced
287	GQG Partners Ft. Lauderdale, Florida	$1.08B	-$489M	4	2.94%	Reduced
288	Two Sigma Investments New York	$1.07B	-$75.9M	67	2.39%	Reduced
289	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$1.07B	+$387M	32	12.4%	Increased
290	SCM Steadfast Capital Management New York	$1.05B	+$439M	3	10.23%	Increased
291	Guggenheim Capital Chicago, Illinois	$1.05B	+$34.4M	41	6.28%	Increased
292	PGGM Investments Zeist, Netherlands	$1.04B	+$57.5M	7	5.34%	Increased
293	Första AP-fonden Stockholm, Sweden	$1.03B	+$57.2M	16	11.73%	Increased
294	RC Raine Capital New York	$1.03B	$0	1	53.37%	Maintained
295	SEP Soma Equity Partners San Francisco, California	$998M	-$92.9M	4	26.84%	Reduced
296	CIP CAS Investment Partners Westport, Connecticut	$997M	$0	1	47.5%	Maintained
297	Amalgamated Bank New York	$982M	-$35.9M	44	8.29%	Reduced
298	Mariner Overland Park, Kansas	$975M	+$86.1M	13	5.09%	Increased
299	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$974M	-$1.71M	36	9.08%	Reduced
300	C WorldWide Group Copenhagen, Denmark	$973M	-$71.2M	3	9.99%	Reduced