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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	CA Cullinan Associates Louisville, Kentucky	$324M	+$14.2M	6	25.14%	Increased
302	ACM Atlanta Capital Management Atlanta, Georgia	$324M	-$30.9M	3	2.2%	Reduced
303	NMC NEA Management Company Timonium, Maryland	$324M	$0	2	14.65%	Maintained
304	Point72 Asset Management Stamford, Connecticut	$321M	-$66.3M	15	2.19%	Reduced
305	Employees Retirement System of Texas Austin, Texas	$321M	-$44.3M	9	4.15%	Reduced
306	Sterling Capital Management Charlotte, North Carolina	$320M	-$27.9M	13	2.86%	Reduced
307	Mirae Asset Global Investments Seoul, South Korea	$317M	+$131M	11	10.78%	Increased
308	Jacobs Levy Equity Management Florham Park, New Jersey	$317M	+$10.5M	8	5.39%	Increased
309	VFA Virtus Fund Advisers Hartford, Connecticut	$315M	+$5.01M	9	2.36%	Increased
310	OA Omega Advisors New York	$315M	-$146M	3	5.02%	Reduced
311	Moore Capital Management New York	$308M	+$236M	9	6.76%	Increased
312	Everett Harris & Co Los Angeles, California	$307M	+$6.77M	6	10.52%	Increased
313	Tocqueville Asset Management New York	$306M	-$2.92M	12	3.6%	Reduced
314	JHC JFB Holdings Corp Atlanta, Georgia	$305M	+$9.47M	2	7.87%	Increased
315	IRF IBM Retirement Fund Armonk, New York	$302M	-$596K	15	5.68%	Reduced
316	RP Ridgegate Proprietary Sydney, Australia	$302M	$0	1	69.67%	Maintained
317	Letko, Brosseau & Associates Montreal, Quebec, Canada	$300M	-$4.93M	2	2.84%	Reduced
318	RS Investment Management San Francisco, California	$300M	+$37.1M	8	2.67%	Increased
319	Cornerstone Investment Partners Atlanta, Georgia	$299M	-$410M	4	5.51%	Reduced
320	First Manhattan New York	$296M	-$51.8M	11	1.7%	Reduced
321	Diamond Hill Capital Management Columbus, Ohio	$294M	+$32.6M	2	2.04%	Increased
322	Capital Guardian Trust Los Angeles, California	$294M	-$20.6M	16	2.18%	Reduced
323	Capstone Investment Advisors New York	$293M	+$30.2M	2	4.77%	Increased
324	South Dakota Investment Council Sioux Falls, South Dakota	$292M	+$9.59M	6	5.57%	Increased
325	BC Brahman Capital New York	$291M	+$7.79M	1	6.24%	Increased