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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
301	Everett Harris & Co Los Angeles, California	$258M	+$11.4M	6	9.64%	Increased
302	Farallon Capital Management San Francisco, California	$258M	+$174M	3	5.34%	Increased
303	RIM Rainier Investment Management Seattle, Washington	$257M	-$88.1M	5	2.67%	Reduced
304	WBC Westpac Banking Corp Sydney, Australia	$256M	-$42.1K	14	2.92%	Reduced
305	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$255M	+$179M	5	8.44%	Increased
306	Virginia Retirement Systems Richmond, Virginia	$251M	-$10.5M	11	5%	Reduced
307	SA SQ Advisors Naples, Florida	$250M	+$17.7M	1	11.89%	Increased
308	CWM Concert Wealth Management San Jose, California	$249M	-$18.5M	6	31.8%	Reduced
309	LPL Financial San Diego, California	$246M	+$5.11M	18	1.54%	Increased
310	ExxonMobil Investment Management Irving, Texas	$246M	-$6.52M	7	5.71%	Reduced
311	MG Meritage Group San Francisco, California	$245M	-$45.9M	1	6.32%	Reduced
312	CCM Criterion Capital Management San Francisco, California	$241M	-$74.4M	3	7.61%	Reduced
313	Aperio Group Sausalito, California	$241M	-$201M	0	–	Closed
314	SCM Scout Capital Management New York	$239M	-$64.8M	1	3.94%	Reduced
315	GH GAM Holding Zurich, Switzerland	$237M	+$13.9M	15	4.13%	Increased
316	Boston Trust Walden Boston, Massachusetts	$237M	-$9.28M	6	3.45%	Reduced
317	Analytic Investors Los Angeles, California	$236M	-$10.1M	8	3.92%	Reduced
318	GVI Green Valley Investors Wilmington, Delaware	$236M	+$38.7M	1	5.15%	Increased
319	Fjarde Ap-fonden Stockholm, Sweden	$233M	-$18.7M	7	4.86%	Reduced
320	Kayne Anderson Rudnick Investment Management Los Angeles, California	$232M	+$11M	5	3.88%	Increased
321	TCM Tybourne Capital Management Hong Kong	$228M	+$53.9M	3	24.94%	Increased
322	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$227M	+$215M	8	9.55%	New
323	Virtu KCG Holdings New York	$226M	+$110M	21	2.5%	Increased
324	Frontier Capital Management Boston, Massachusetts	$226M	-$8.53M	6	1.68%	Reduced
325	LOAMU Lombard Odier Asset Management (USA) New York	$226M	+$97.5M	4	9.67%	Increased