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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	JHC JFB Holdings Corp Atlanta, Georgia	$323M	-$36M	2	10.32%	Reduced
302	Axiom Investors Greenwich, Connecticut	$323M	+$150M	3	9.05%	Increased
303	PGGM Investments Zeist, Netherlands	$322M	-$1.9M	3	1.61%	Reduced
304	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$320M	+$28.1M	18	3.35%	Increased
305	C WorldWide Group Copenhagen, Denmark	$320M	+$247M	2	5.65%	Increased
306	TCW Group Los Angeles, California	$318M	+$2.21M	11	2.41%	Increased
307	Arizona State Retirement System Phoenix, Arizona	$318M	-$3M	17	4.82%	Reduced
308	Discovery Capital Management South Norwalk, Connecticut	$316M	-$292M	4	6.7%	Reduced
309	CAM ClariVest Asset Management San Diego, California	$312M	+$71M	14	9.05%	Increased
310	Comgest Global Investors Paris, France	$311M	+$106M	4	9.28%	Increased
311	JC Joho Capital New York	$309M	+$29.7M	4	60.86%	Increased
312	Fiera Capital (Canada) Montreal, Quebec, Canada	$309M	-$49.2M	15	1.72%	Reduced
313	Employees Retirement System of Texas Austin, Texas	$309M	+$14.3M	11	4.17%	Increased
314	Marshall Wace London, United Kingdom	$309M	-$68.4M	20	2.19%	Reduced
315	CA Cullinan Associates Louisville, Kentucky	$303M	-$899K	6	25.92%	Reduced
316	ExxonMobil Investment Management Irving, Texas	$301M	-$5.28M	8	6.27%	Reduced
317	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$301M	+$5.01M	9	6.01%	Increased
318	MC Montag & Caldwell Atlanta, Georgia	$300M	-$40.6M	3	6.3%	Reduced
319	Analytic Investors Los Angeles, California	$299M	+$34.2M	10	3.35%	Increased
320	Hosking Partners London, United Kingdom	$299M	+$33.4M	6	10.01%	Increased
321	CIM Contrarius Investment Management St. Helier, Jersey	$298M	+$35.6M	6	21.93%	Increased
322	Fort Washington Investment Advisors Cincinnati, Ohio	$297M	+$2.18M	6	5.32%	Increased
323	MCM Manchester Capital Management Manchester, Vermont	$291M	-$1.15M	9	43.82%	Reduced
324	Banque Pictet & Cie Geneva 73, Switzerland	$291M	-$48.4M	7	7.49%	Reduced
325	MICM Matthews International Capital Management San Francisco, California	$288M	+$17.1M	7	11.85%	Increased