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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	Employees Provident Fund Board Shah Alam, Malaysia	$243M	-$61.6M	2	7.68%	Reduced
327	ExxonMobil Investment Management Irving, Texas	$243M	-$12.1M	7	5.47%	Reduced
328	Fjarde Ap-fonden Stockholm, Sweden	$243M	-$9.81M	7	4.82%	Reduced
329	Kayne Anderson Rudnick Investment Management Los Angeles, California	$242M	-$62.7M	6	4.13%	Reduced
330	Madison Investment Holdings Madison, Wisconsin	$242M	-$4.58M	7	4.96%	Reduced
331	Highbridge Capital Management New York	$240M	+$17.3M	11	2.92%	Increased
332	Tocqueville Asset Management New York	$238M	+$21.4M	14	2.32%	Increased
333	Commonwealth Equity Services Waltham, Massachusetts	$236M	+$12.6M	10	2.87%	Increased
334	BC Brahman Capital New York	$235M	+$25.6M	1	6.51%	Increased
335	LPL Financial San Diego, California	$234M	-$17.1M	15	1.37%	Reduced
336	Farallon Capital Management San Francisco, California	$233M	-$16.4M	3	3.36%	Reduced
337	ARC Absolute Return Capital Boston, Massachusetts	$232M	+$58.4M	12	2.72%	Increased
338	VFA Virtus Fund Advisers Hartford, Connecticut	$228M	+$217M	31	1.6%	New
339	Congress Asset Management Boston, Massachusetts	$227M	+$30.7M	7	5.78%	Increased
340	GVI Green Valley Investors Wilmington, Delaware	$225M	$0	1	5.24%	Maintained
341	HI Honeywell International Charlotte, North Carolina	$225M	+$74.9M	4	5.16%	Increased
342	Carmignac Gestion Paris, France	$223M	+$840K	1	1.74%	Increased
343	Baupost Group Boston, Massachusetts	$222M	+$230M	1	3.62%	New
344	THLTP Thomas H. Lee (THL) Partners Boston, Massachusetts	$222M	+$211M	1	5.84%	New
345	HighTower Advisors Chicago, Illinois	$221M	+$12.4M	11	3.84%	Increased
346	Nomura Asset Management Tokyo, Japan	$219M	+$11.6M	8	4.06%	Increased
347	JP Morgan Private Wealth Advisors San Francisco, California	$219M	+$1.04M	12	3.69%	Increased
348	River Road Asset Management Louisville, Kentucky	$218M	-$46.4M	6	2.88%	Reduced
349	WP Warburg Pincus New York	$216M	+$205M	1	0.96%	New
350	Boston Trust Walden Boston, Massachusetts	$215M	-$33.1M	5	3.13%	Reduced