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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	RAA RWC Asset Advisors Miami, Florida	$893M	+$76.9M	6	56.38%	Increased
302	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$892M	-$19.8M	21	9.65%	Reduced
303	MN Services Vermogensbeheer The Hague, Netherlands	$884M	+$12.1M	9	6.96%	Increased
304	Voloridge Investment Management Jupiter, Florida	$871M	+$94.2M	38	7.25%	Increased
305	Virginia Retirement Systems Richmond, Virginia	$871M	-$12.2M	32	9.91%	Reduced
306	CFM Coronation Fund Managers Cape Town, South Africa	$847M	-$67.9M	7	30.73%	Reduced
307	Banque Pictet & Cie Geneva 73, Switzerland	$843M	-$35M	10	12.74%	Reduced
308	Everett Harris & Co Los Angeles, California	$842M	-$9.3M	6	16.45%	Reduced
309	LSV Asset Management Chicago, Illinois	$842M	+$34.5M	10	1.72%	Increased
310	Candriam SCA Strassen, Luxembourg, Luxembourg	$840M	-$66.9M	23	7.89%	Reduced
311	MC Maplelane Capital New York	$838M	+$19.2M	12	15.35%	Increased
312	AKRE Capital Management Middleburg, Virginia	$814M	+$2.74M	1	5.73%	Increased
313	DFO Duquesne Family Office New York	$810M	+$98.4M	7	23.52%	Increased
314	Altshuler Shaham Tel Aviv, Israel	$806M	+$226M	19	18.95%	Increased
315	CIP CAS Investment Partners Westport, Connecticut	$805M	+$41.3M	1	55.77%	Increased
316	Natixis Paris, France	$795M	-$337M	19	5.85%	Reduced
317	United Capital Financial Advisors Irving, Texas	$790M	-$62.3M	16	5.16%	Reduced
318	Menora Mivtachim Holdings Ramat Gan, Israel	$788M	+$54.5M	6	17.52%	Increased
319	AustralianSuper Melbourne, Australia	$786M	+$47.6M	4	6.71%	Increased
320	TI TT International London, United Kingdom	$782M	+$713M	5	40.42%	New
321	Congress Asset Management Boston, Massachusetts	$778M	-$45.1M	10	8.42%	Reduced
322	Findlay Park Partners London, United Kingdom	$768M	$0	2	5.31%	Maintained
323	KM Kora Management Brooklyn, New York	$761M	-$88.2M	3	89.05%	Reduced
324	Fiera Capital (Canada) Montreal, Quebec, Canada	$751M	-$25.8M	20	2.23%	Reduced
325	Holocene Advisors New York	$742M	-$225M	16	5.64%	Reduced