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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
326	Horizon Kinetics New York	$223M	+$5.55M	9	2.82%	Increased
327	Highbridge Capital Management New York	$223M	+$84.9M	8	2.67%	Increased
328	Balyasny Asset Management Chicago, Illinois	$220M	-$24.6M	9	2.87%	Reduced
329	Royal London Asset Management United Kingdom	$220M	+$728K	7	5.57%	Increased
330	Soros Fund Management New York	$217M	+$126M	5	1.85%	Increased
331	BC Brahman Capital New York	$216M	+$34.5M	1	7.14%	Increased
332	Jacobs Levy Equity Management Florham Park, New Jersey	$212M	+$8.25M	13	3.18%	Increased
333	NCGI Next Century Growth Investors Plymouth, Minnesota	$211M	-$15.2M	9	5.83%	Reduced
334	MVP Miller Value Partners Sarasota, Florida	$211M	+$56.4M	4	9.56%	Increased
335	Tocqueville Asset Management New York	$211M	+$18.6M	14	2.83%	Increased
336	CI Investments Inc Toronto, Ontario, Canada	$210M	+$54.8M	3	2.3%	Increased
337	Arrowstreet Capital Boston, Massachusetts	$209M	+$71.9M	19	1.13%	Increased
338	Nomura Asset Management Tokyo, Japan	$209M	-$2.61M	10	3.75%	Reduced
339	SCM Steadfast Capital Management New York	$208M	+$103M	1	4.77%	Increased
340	Commonwealth Equity Services Waltham, Massachusetts	$207M	+$4.58M	10	3%	Increased
341	PHS PFM Health Sciences San Francisco, California	$206M	-$9.64M	1	4.14%	Reduced
342	CCM Cornerstone Capital Management Edina, Minnesota	$206M	+$26.1M	3	6.11%	Increased
343	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$203M	-$13.4M	13	3.22%	Reduced
344	ID Integral Derivatives New York	$202M	+$191M	6	2.79%	New
345	Generation Investment Management London, United Kingdom	$202M	+$44.1M	2	3.69%	Increased
346	USS Investment Management London, United Kingdom	$200M	+$79.9M	2	3.85%	Increased
347	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$200M	+$18.8M	2	5.66%	Increased
348	Gabelli Funds Rye, New York	$200M	+$138K	11	1.07%	Increased
349	OI Oakbrook Investments Lisle, Illinois	$199M	-$10.6M	8	5.52%	Reduced
350	Numeric Investors Boston, Massachusetts	$198M	-$40.7M	8	3.33%	Reduced