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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	Ladenburg Thalmann Financial Services Miami, Florida	$436M	$0	58	4.06%	Maintained
302	Everett Harris & Co Los Angeles, California	$435M	-$2.01M	6	11.85%	Reduced
303	Mawer Investment Management Calgary, Alberta, Canada	$435M	+$16.1M	5	3.51%	Increased
304	Glenview Capital Management New York	$433M	+$17.3M	1	2.95%	Increased
305	DnB Asset Management Oslo, Norway	$431M	+$26M	12	5.09%	Increased
306	Barings Charlotte, North Carolina	$428M	+$24.6M	13	6.06%	Increased
307	Krane Funds Advisors New York	$424M	-$95.4M	12	36.14%	Reduced
308	ArrowMark Colorado Holdings Denver, Colorado	$423M	+$25.3M	11	3.88%	Increased
309	Swiss Life Asset Management Zurich,	$422M	+$14.1M	10	6.32%	Increased
310	Penserra Capital Management Orinda, California	$422M	+$76M	30	26.62%	Increased
311	Suntrust Banks Atlanta, Georgia	$421M	+$10.3M	15	2.3%	Increased
312	Capital Fund Management (CFM) Paris, France	$420M	+$133M	22	2.19%	Increased
313	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$419M	+$90.2M	16	3.58%	Increased
314	Capital Guardian Trust Los Angeles, California	$419M	-$34.1M	5	5.96%	Reduced
315	DFO Duquesne Family Office New York	$418M	-$73.1M	3	20.19%	Reduced
316	Xact Kapitalforvaltning Stockholm, Sweden	$410M	+$931K	28	8.71%	Increased
317	Candriam SCA Strassen, Luxembourg, Luxembourg	$406M	+$33M	13	6.42%	Increased
318	BA Boston Advisors Boston, Massachusetts	$405M	+$15.8M	11	10.14%	Increased
319	Mitsubishi UFJ Asset Management Tokyo, Japan	$403M	+$18.6M	26	8.92%	Increased
320	Assenagon Asset Management Senningerberg, Luxembourg	$401M	+$192M	11	4.63%	Increased
321	Jensen Investment Management Lake Oswego, Oregon	$398M	-$14.5M	3	5.35%	Reduced
322	Janney Montgomery Scott Philadelphia, Pennsylvania	$391M	+$15.3M	22	3.76%	Increased
323	TimesSquare Capital Management New York	$383M	+$66.8M	5	2.57%	Increased
324	SG Americas Securities New York	$383M	-$390M	44	3.45%	Reduced
325	SCM Suvretta Capital Management New York	$382M	+$174M	2	10.12%	Increased