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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	Davenport & Co Richmond, Virginia	$598M	-$20.4M	17	5.2%	Reduced
302	General Atlantic New York	$596M	+$22.4M	5	7.02%	Increased
303	ING Group Amsterdam, Netherlands	$594M	-$303M	16	9.94%	Reduced
304	Nissay Asset Management Tokyo, Japan	$592M	-$14.6M	19	6.21%	Reduced
305	ArrowMark Colorado Holdings Denver, Colorado	$583M	-$30.4M	14	7.14%	Reduced
306	Schonfeld Strategic Advisors New York	$581M	+$323M	72	4.87%	Increased
307	Orbis Allan Gray Hamilton, Bermuda	$581M	+$87.3M	3	4.76%	Increased
308	Burgundy Asset Management Toronto, Ontario, Canada	$579M	+$2.54M	9	8.08%	Increased
309	AEGON Asset Management (UK) Edinburgh, United Kingdom	$576M	-$41.6M	6	11.65%	Reduced
310	Two Sigma Investments New York	$574M	-$625M	53	1.95%	Reduced
311	Fiduciary Trust Boston, Massachusetts	$574M	-$4.18M	10	12.42%	Reduced
312	WBC Westpac Banking Corp Sydney, Australia	$574M	+$47.4M	25	8.74%	Increased
313	Factory Mutual Insurance Waltham, Massachusetts	$572M	-$450K	4	9.39%	Reduced
314	ARK Investment Management St. Petersburg, Florida	$567M	+$401M	12	3.95%	Increased
315	PIM Platinum Investment Management Sydney Australia 2000, Australia	$564M	+$29.9M	7	23.53%	Increased
316	Eagle Asset Management St Petersburg, Florida	$561M	-$5.94M	11	3.67%	Reduced
317	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$560M	+$76.6M	22	9.01%	Increased
318	IHG Insight Holdings Group New York	$558M	+$11.1M	3	11.19%	Increased
319	Nomura Holdings Tokyo, Japan	$557M	+$23.1M	33	2.28%	Increased
320	New York Life Investment Management New York	$557M	-$1.98M	22	6.74%	Reduced
321	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$551M	+$186M	13	11.41%	Increased
322	Holocene Advisors New York	$549M	+$53.6M	23	3.51%	Increased
323	KI Koch Industries Wichita, Kansas	$549M	+$1.52B	2	36.91%	Increased
324	Aristotle Capital Management Los Angeles, California	$548M	-$1.12M	3	1.21%	Reduced
325	ACA Abdiel Capital Advisors New York	$547M	+$42.9M	2	30.04%	Increased