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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	CFM Coronation Fund Managers Cape Town, South Africa	$561M	-$88.8M	7	18.98%	Reduced
302	TI TRG Investments Richmond, Virginia	$560M	$0	2	100%	Maintained
303	Virginia Retirement Systems Richmond, Virginia	$556M	-$18.5M	19	5.99%	Reduced
304	Mondrian Investment Partners London, United Kingdom	$555M	+$63.3M	4	14.58%	Increased
305	Balyasny Asset Management Chicago, Illinois	$552M	+$58.9M	25	3.28%	Increased
306	WP Warburg Pincus New York	$550M	$0	2	14.68%	Maintained
307	MUFG Securities EMEA London, United Kingdom	$539M	+$134M	8	4.25%	Increased
308	JSP Jackson Square Partners Larkspur, California	$537M	+$46.9M	5	2.82%	Increased
309	Banque Pictet & Cie Geneva 73, Switzerland	$535M	+$30.7M	9	9.28%	Increased
310	Parnassus Investments San Francisco, California	$534M	-$186M	3	1.8%	Reduced
311	AGF Investments Inc Toronto, Ontario, Canada	$526M	+$77.2M	11	6.31%	Increased
312	WBC Westpac Banking Corp Sydney, Australia	$515M	-$21.4M	21	6.63%	Reduced
313	Maverick Capital Dallas, Texas	$512M	-$132M	13	7.45%	Reduced
314	Advisor Group Phoenix, Arizona	$507M	-$17.3M	75	3.51%	Reduced
315	Carillon Tower Advisers St. Petersburg, Florida	$504M	-$34.9M	15	3.37%	Reduced
316	Everett Harris & Co Los Angeles, California	$496M	-$3.06M	6	11.22%	Reduced
317	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$494M	$0	3	10.52%	Maintained
318	Zurich Insurance Group Zurich, Switzerland	$492M	+$9.34M	5	8.89%	Increased
319	Jacobs Levy Equity Management Florham Park, New Jersey	$490M	+$64.1M	14	4.81%	Increased
320	Arizona State Retirement System Phoenix, Arizona	$486M	-$6.11M	22	5.85%	Reduced
321	DVF Discovery Value Fund Singapore	$482M	-$47.9M	2	40.71%	Reduced
322	Sarasin & Partners London, United Kingdom	$481M	+$21.1M	6	7.35%	Increased
323	Generation Investment Management London, United Kingdom	$480M	-$51.3M	2	3.07%	Reduced
324	CIBC Asset Management Toronto, Ontario, Canada	$480M	-$3.78M	26	2.71%	Reduced
325	Barings Charlotte, North Carolina	$478M	-$27.8M	12	12.7%	Reduced