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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	RP Ridgegate Proprietary Sydney, Australia	$318M	+$331M	1	71.56%	New
302	City National Bank Beverly Hills, Delaware	$315M	+$6.53M	10	2.73%	Increased
303	Gulf International Bank (UK) London, United Kingdom	$314M	+$1.21M	8	5.56%	Increased
304	Scharf Investments Los Gatos, California	$310M	+$18.8M	3	9.32%	Increased
305	Harding Loevner Bridgewater, New Jersey	$309M	-$43M	1	2.49%	Reduced
306	LPL Financial San Diego, California	$308M	+$31.2M	16	1.69%	Increased
307	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$307M	-$40.7M	7	5.18%	Reduced
308	Everett Harris & Co Los Angeles, California	$304M	+$16.9M	6	10.4%	Increased
309	Fiera Capital (Canada) Montreal, Quebec, Canada	$302M	+$5.27M	7	2.2%	Increased
310	Magnetar Financial Evanston, Illinois	$301M	+$48.3M	3	4.78%	Increased
311	MCM Manchester Capital Management Manchester, Vermont	$301M	-$22.9M	10	37.31%	Reduced
312	JHC JFB Holdings Corp Atlanta, Georgia	$301M	-$11.5M	2	7.99%	Reduced
313	MG Meritage Group San Francisco, California	$298M	+$135K	1	6.23%	Increased
314	Virginia Retirement Systems Richmond, Virginia	$297M	+$2.87M	11	4.64%	Increased
315	HCM Holland Capital Management Chicago, Illinois	$296M	-$32.4M	2	6.79%	Reduced
316	YCMGA York Capital Management Global Advisors New York	$296M	+$200M	3	2.67%	Increased
317	VFA Virtus Fund Advisers Hartford, Connecticut	$295M	+$7.93M	12	2.18%	Increased
318	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$295M	+$43.1M	11	3.13%	Increased
319	Commonwealth Equity Services Waltham, Massachusetts	$294M	+$8.2M	11	3.29%	Increased
320	Capital Guardian Trust Los Angeles, California	$291M	-$37.4M	14	2.02%	Reduced
321	RS Investment Management San Francisco, California	$290M	-$65M	7	2.58%	Reduced
322	BC Brahman Capital New York	$286M	-$41.7M	1	8.13%	Reduced
323	Tocqueville Asset Management New York	$282M	+$21.2M	10	3.03%	Increased
324	Kayne Anderson Rudnick Investment Management Los Angeles, California	$281M	+$14M	6	4.68%	Increased
325	IRF IBM Retirement Fund Armonk, New York	$280M	-$1.27M	15	5.29%	Reduced