← All themes

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	CAM ClariVest Asset Management San Diego, California	$530M	-$26.6M	11	15.82%	Reduced
302	British Columbia Investment Management Victoria, British Columbia, Canada	$518M	-$545M	28	8.77%	Reduced
303	DFO Duquesne Family Office New York	$517M	+$353M	5	20.94%	Increased
304	United Capital Financial Advisors Irving, Texas	$510M	-$43.5M	13	4.21%	Reduced
305	CIBC Asset Management Toronto, Ontario, Canada	$508M	+$56.9M	23	3.59%	Increased
306	Ruane, Cunniff & Goldfarb New York	$505M	+$13.6M	6	8.1%	Increased
307	SRS Investment Management New York	$503M	-$127M	3	10.92%	Reduced
308	LSV Asset Management Chicago, Illinois	$502M	+$19.4M	9	1.21%	Increased
309	Everett Harris & Co Los Angeles, California	$493M	+$48.5M	6	12.69%	Increased
310	DnB Asset Management Oslo, Norway	$492M	-$8.46M	17	7.23%	Reduced
311	Mawer Investment Management Calgary, Alberta, Canada	$485M	+$320M	7	4.47%	Increased
312	AL AJO LP Philadelphia, Pennsylvania	$484M	+$162M	20	4.35%	Increased
313	BCM Bares Capital Management Austin, Texas	$483M	+$15.3M	3	17.41%	Increased
314	Sarasin & Partners London, United Kingdom	$483M	+$43.1M	6	9.49%	Increased
315	WBC Westpac Banking Corp Sydney, Australia	$475M	+$35.7K	22	8.18%	Increased
316	AIM Allen Investment Management New York	$474M	+$115M	11	14.2%	Increased
317	Two Sigma Investments New York	$474M	-$654M	48	3.86%	Reduced
318	LSCM Light Street Capital Management Palo Alto, California	$474M	+$14.8M	8	24.92%	Increased
319	CCM Composite Capital Management Hong Kong	$471M	+$70.7M	3	89.15%	Increased
320	RAA RWC Asset Advisors Miami, Florida	$461M	+$476M	4	50.87%	Increased
321	Fiera Capital (Canada) Montreal, Quebec, Canada	$460M	-$45M	15	1.92%	Reduced
322	CFM Coronation Fund Managers Cape Town, South Africa	$460M	-$93.5M	5	21.97%	Reduced
323	Arizona State Retirement System Phoenix, Arizona	$452M	+$6.15M	34	7.77%	Increased
324	Mondrian Investment Partners London, United Kingdom	$450M	-$57.3M	4	15.74%	Reduced
325	Manning & Napier Group Fairport, New York	$448M	+$52.8M	7	5.28%	Increased