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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	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$483M	+$94.1M	2	3.95%	Increased
302	CAM ClariVest Asset Management San Diego, California	$476M	-$35.2M	12	10.73%	Reduced
303	United Capital Financial Advisors Irving, Texas	$474M	+$11.3M	15	3.1%	Increased
304	Banco Santander Madrid, Spain	$472M	+$258M	11	4.79%	Increased
305	HMP HS Management Partners New York	$472M	-$64.5M	3	15.81%	Reduced
306	MN Services Vermogensbeheer The Hague, Netherlands	$471M	-$7.55M	15	5.53%	Reduced
307	TI TRG Investments Richmond, Virginia	$468M	$0	2	100%	Maintained
308	Virginia Retirement Systems Richmond, Virginia	$468M	+$17M	19	5.39%	Increased
309	WP Warburg Pincus New York	$463M	$0	2	7.27%	Maintained
310	ArrowMark Colorado Holdings Denver, Colorado	$455M	+$130M	13	4.37%	Increased
311	Nomura Holdings Tokyo, Japan	$452M	+$47.7M	27	2%	Increased
312	Sarasin & Partners London, United Kingdom	$452M	+$58.9M	8	7.9%	Increased
313	Squarepoint New York	$450M	+$129M	46	4.38%	Increased
314	Cambridge Investment Research Advisors Fairfield, Iowa	$448M	-$3.58M	25	4.12%	Reduced
315	PointState Capital New York	$447M	+$124M	5	9.38%	Increased
316	Congress Asset Management Boston, Massachusetts	$447M	-$18.8M	9	5.67%	Reduced
317	Krane Funds Advisors New York	$441M	-$94.5M	11	38.16%	Reduced
318	TCW Group Los Angeles, California	$438M	-$31.2M	9	4.66%	Reduced
319	AL AJO LP Philadelphia, Pennsylvania	$434M	+$215M	15	2.25%	Increased
320	Burgundy Asset Management Toronto, Ontario, Canada	$428M	+$55M	5	4.28%	Increased
321	Brandywine Global Investment Management Philadelphia, Pennsylvania	$426M	-$8.98M	9	2.94%	Reduced
322	Advisor Group Phoenix, Arizona	$423M	+$5.85M	73	3.25%	Increased
323	Xact Kapitalforvaltning Stockholm, Sweden	$423M	+$14M	38	8.71%	Increased
324	Mawer Investment Management Calgary, Alberta, Canada	$422M	+$32.9M	5	2.73%	Increased
325	Barings Charlotte, North Carolina	$421M	-$115K	16	9.11%	Reduced