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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	ESG Emerging Sovereign Group New York	$220M	-$4.53M	2	8.91%	Reduced
327	Cooperman Leon G	$218M	+$135M	2	2.89%	Increased
328	Highbridge Capital Management New York	$214M	-$2.93M	9	2.69%	Reduced
329	Williams Jones & Associates New York	$213M	+$124M	7	4.3%	Increased
330	Horizon Kinetics New York	$213M	-$6.4M	9	2.66%	Reduced
331	VM Valinor Management New York	$212M	+$76.1M	3	6.52%	Increased
332	Mirae Asset Global Investments Seoul, South Korea	$209M	+$20.8M	11	5.31%	Increased
333	Marsico Capital Management Denver, Colorado	$209M	+$78.6M	4	1.51%	Increased
334	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$209M	-$11.3M	2	50.18%	Reduced
335	USS Investment Management London, United Kingdom	$208M	+$18.6M	2	3.77%	Increased
336	OMERS Administration Corp Toronto, Ontario, Canada	$208M	+$66.1M	7	6.73%	Increased
337	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$208M	-$35.7M	4	7.56%	Reduced
338	EPCM Eton Park Capital Management New York	$206M	+$71.7M	1	3.51%	Increased
339	Samlyn Capital New York	$206M	+$15.7M	2	4.79%	Increased
340	BC Brahman Capital New York	$206M	-$7.14M	1	6.59%	Reduced
341	Two Sigma Advisers New York	$205M	+$140M	21	1.86%	Increased
342	Mackenzie Financial Toronto Ontario, Ontario, Canada	$204M	+$34.3M	9	1%	Increased
343	WestEnd Advisors Charlotte, North Carolina	$202M	+$61.5M	2	9.86%	Increased
344	Tocqueville Asset Management New York	$198M	-$3.32M	12	2.61%	Reduced
345	Mitsubishi UFJ Asset Management Tokyo, Japan	$197M	+$14.2M	13	5.24%	Increased
346	Davenport & Co Richmond, Virginia	$197M	+$45.5M	7	3.56%	Increased
347	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$195M	+$3.25M	16	3%	Increased
348	CPCM Clifton Park Capital Management Wilmington, Delaware	$194M	$0	2	12%	Maintained
349	Banque Pictet & Cie Geneva 73, Switzerland	$194M	+$10.5M	6	5.3%	Increased
350	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$193M	+$12.3M	2	5.15%	Increased