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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	ACM Andor Capital Management Rye Brook, New York	$271M	-$29.2M	3	14.67%	Reduced
302	JHC JFB Holdings Corp Atlanta, Georgia	$270M	+$151M	2	7.35%	Increased
303	City National Bank Beverly Hills, Delaware	$270M	+$79.5M	9	2.46%	Increased
304	SA SQ Advisors Naples, Florida	$270M	+$5.91M	1	10.99%	Increased
305	USS Investment Management London, United Kingdom	$269M	+$29.1M	2	4.62%	Increased
306	RP RBS Partners Bay Harbor Islands, Florida	$267M	+$225M	1	11.77%	New
307	Natixis Paris, France	$267M	-$30.3M	6	3.21%	Reduced
308	Jensen Investment Management Lake Oswego, Oregon	$266M	-$10.5M	2	4%	Reduced
309	Mirae Asset Global Investments Seoul, South Korea	$266M	+$39.8M	13	5.91%	Increased
310	Virginia Retirement Systems Richmond, Virginia	$263M	+$4.38M	11	4.56%	Increased
311	PGP Prescott General Partners Boca Raton, Florida	$263M	$0	3	18.33%	Maintained
312	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$261M	-$10.6M	9	5.46%	Reduced
313	CWM Concert Wealth Management San Jose, California	$260M	+$4.52M	7	31.89%	Increased
314	Horizon Kinetics New York	$259M	+$36M	10	3.24%	Increased
315	CCM Cantillon Capital Management New York	$259M	+$434K	1	6%	Increased
316	IRF IBM Retirement Fund Armonk, New York	$256M	-$11.2M	15	4.9%	Reduced
317	Everett Harris & Co Los Angeles, California	$253M	-$9.99M	6	9.34%	Reduced
318	Jacobs Levy Equity Management Florham Park, New Jersey	$252M	-$9.23M	9	4.17%	Reduced
319	MG Meritage Group San Francisco, California	$251M	-$204M	1	5.11%	Reduced
320	Two Sigma Advisers New York	$250M	+$44.1M	17	1.95%	Increased
321	Wilmington Trust Wilmington, Delaware	$247M	-$129M	9	4.12%	Reduced
322	Fiera Capital (Canada) Montreal, Quebec, Canada	$246M	-$49.9M	7	1.27%	Reduced
323	Glenview Capital Management New York	$246M	-$24.5M	1	1.43%	Reduced
324	LCS Levin Capital Strategies New York	$246M	-$57.9M	5	3.79%	Reduced
325	Numeric Investors Boston, Massachusetts	$245M	+$77.3M	8	3.66%	Increased