← 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	Fort Washington Investment Advisors Cincinnati, Ohio	$1.13B	+$485K	11	7.37%	Increased
302	Magellan Asset Management Sydney, Australia	$1.12B	-$24.7M	4	10.65%	Reduced
303	Gateway Investment Advisers Cincinnati, Ohio	$1.12B	-$35.8M	17	12.64%	Reduced
304	Clear Street New York	$1.12B	+$264M	2	10.54%	Increased
305	Nissay Asset Management Tokyo, Japan	$1.11B	+$87.9M	20	7.38%	Increased
306	Whale Rock Capital Management Boston, Massachusetts	$1.11B	+$99.9M	7	15.76%	Increased
307	Perfromance Wealth Partners Hinsdale, Illinois	$1.09B	+$9.95M	4	40.35%	Increased
308	EC Eminence Capital New York	$1.09B	+$321M	6	17.55%	Increased
309	Epoch Investment Partners New York	$1.08B	+$48.1M	7	4.95%	Increased
310	Empower Advisory Group Greenwood Village, Colorado	$1.08B	+$6.8M	11	3.99%	Increased
311	Voloridge Investment Management Jupiter, Florida	$1.05B	-$477M	35	3.92%	Reduced
312	Czech National Bank Prague, Czech Republic	$1.05B	+$71.3M	12	12.02%	Increased
313	Prudential plc London, England, United Kingdom	$1.05B	+$104M	24	7.08%	Increased
314	OMERS Administration Corp Toronto, Ontario, Canada	$1.05B	+$396M	27	10.08%	Increased
315	Jupiter Asset Management London, United Kingdom	$1.05B	+$127M	18	9.88%	Increased
316	Polar Capital Holdings London, United Kingdom	$1.04B	-$140M	14	6.15%	Reduced
317	SHIM Spruce House Investment Management New York	$1.04B	+$40.5M	5	68.55%	Increased
318	London Company of Virginia Richmond, Virginia	$1.04B	-$70.9M	5	5.85%	Reduced
319	Pathstone Holdings Englewood, New Jersey	$1.04B	-$8.48M	38	4.7%	Reduced
320	BI BlueSpruce Investments Chicago, Illinois	$1.04B	+$324M	3	19.01%	Increased
321	Durable Capital Partners Bethesda, Maryland	$1.03B	+$471M	4	8.44%	Increased
322	ArrowMark Colorado Holdings Denver, Colorado	$1.02B	+$26.7M	15	12.21%	Increased
323	AGF Management Toronto, Ontario, Canada	$1.02B	-$123M	11	5.65%	Reduced
324	Zevenbergen Capital Investments Edmonds, Washington	$1.01B	-$60.5M	9	21.55%	Reduced
325	Verition Fund Management Greenwich, Connecticut	$998M	+$527M	65	5.46%	Increased