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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	$724M	+$106M	6	27.42%	Increased
302	Bank Julius Baer & Co Zurich, Switzerland	$719M	+$339M	19	8.28%	Increased
303	Krane Funds Advisors New York	$716M	-$289M	14	42.86%	Reduced
304	Brown Brothers Harriman & Co New York	$706M	-$80.4M	27	5.31%	Reduced
305	TC Tairen Capital Hong Kong	$705M	+$95.6M	7	52.74%	Increased
306	RAA RWC Asset Advisors Miami, Florida	$696M	+$9.92M	5	57.87%	Increased
307	Congress Asset Management Boston, Massachusetts	$695M	+$66.5M	9	8.26%	Increased
308	Causeway Capital Management Los Angeles, California	$693M	-$92.9M	6	12.47%	Reduced
309	PIM Platinum Investment Management Sydney Australia 2000, Australia	$691M	-$147M	7	15.78%	Reduced
310	Everett Harris & Co Los Angeles, California	$687M	+$734K	6	15.16%	Increased
311	Harris Associates Chicago, Illinois	$685M	-$135M	4	1.67%	Reduced
312	United Capital Financial Advisors Irving, Texas	$684M	-$18.2M	13	4.97%	Reduced
313	AKRE Capital Management Middleburg, Virginia	$679M	+$334M	1	5.11%	Increased
314	Sarasin & Partners London, United Kingdom	$675M	+$43.7M	6	10.8%	Increased
315	AGF Investments Inc Toronto, Ontario, Canada	$674M	-$117M	19	7.11%	Reduced
316	Findlay Park Partners London, United Kingdom	$667M	+$295M	2	5.22%	Increased
317	Voloridge Investment Management Jupiter, Florida	$656M	+$312M	36	7.51%	Increased
318	SG Americas Securities New York	$652M	+$203M	61	5.42%	Increased
319	MC Maplelane Capital New York	$637M	+$131M	6	11.96%	Increased
320	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$632M	+$175M	2	11.16%	Increased
321	KM Kora Management Brooklyn, New York	$628M	-$122M	4	91.28%	Reduced
322	TIAM TT International Asset Management London, United Kingdom	$623M	+$238M	3	42.62%	Increased
323	AustralianSuper Melbourne, Australia	$619M	+$121M	7	6%	Increased
324	Railway Pension Investments London, United Kingdom	$617M	+$153M	14	6.92%	Increased
325	Jupiter Investment Management London, United Kingdom	$617M	-$100M	14	9.85%	Reduced