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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	Gulf International Bank (UK) London, United Kingdom	$252M	+$788K	8	4.91%	Increased
302	SA SQ Advisors Naples, Florida	$250M	+$18.4M	1	10.88%	Increased
303	Everett Harris & Co Los Angeles, California	$248M	+$2.87M	6	9.23%	Increased
304	AC Alleghany Corporation New York	$248M	-$45M	2	10.16%	Reduced
305	ACM Andor Capital Management Rye Brook, New York	$248M	-$54.8M	4	13.13%	Reduced
306	Fifth Third Bancorp Cincinnati, Ohio	$247M	-$1.95M	17	2.32%	Reduced
307	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$247M	-$7.02M	8	5.2%	Reduced
308	CM CS McKee Pittsburgh, Pennsylvania	$245M	-$89.7M	2	5.27%	Reduced
309	KM Kylin Management New York	$245M	+$76M	2	28.73%	Increased
310	Madison Investment Holdings Madison, Wisconsin	$244M	-$18.5M	7	4.64%	Reduced
311	IRF IBM Retirement Fund Armonk, New York	$243M	-$135M	12	4.84%	Reduced
312	IHG Insight Holdings Group New York	$242M	-$84.5M	1	16.14%	Reduced
313	Aperio Group Sausalito, California	$242M	+$243M	15	3.4%	New
314	Robeco Institutional Asset Management Rotterdam, Netherlands	$239M	-$13M	10	1.83%	Reduced
315	Millennium Management New York	$235M	-$71M	28	0.68%	Reduced
316	ExxonMobil Investment Management Irving, Texas	$232M	+$317K	7	5.27%	Increased
317	NCGI Next Century Growth Investors Plymouth, Minnesota	$232M	+$25.7M	9	6.89%	Increased
318	Boston Trust Walden Boston, Massachusetts	$231M	-$2.07M	6	3.43%	Reduced
319	Virginia Retirement Systems Richmond, Virginia	$230M	-$8.18M	11	4.34%	Reduced
320	Jacobs Levy Equity Management Florham Park, New Jersey	$230M	+$34.7M	9	3.85%	Increased
321	HH HSG Holding Na, Hong Kong	$230M	$0	1	87.56%	Maintained
322	GVI Green Valley Investors Wilmington, Delaware	$229M	$0	1	5.27%	Maintained
323	Virtu KCG Holdings New York	$227M	+$14.7M	16	2.83%	Increased
324	Fjarde Ap-fonden Stockholm, Sweden	$225M	+$6.85M	7	4.48%	Increased
325	LPL Financial San Diego, California	$221M	-$13.5M	15	1.36%	Reduced