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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	HighTower Advisors Chicago, Illinois	$280M	+$11.4M	14	4.29%	Increased
327	Atalanta Sosnoff Capital New York	$275M	+$59M	4	6.8%	Increased
328	South Dakota Investment Council Sioux Falls, South Dakota	$274M	-$3.12M	5	5.38%	Reduced
329	Jensen Investment Management Lake Oswego, Oregon	$272M	-$5.96M	2	4.2%	Reduced
330	Jacobs Levy Equity Management Florham Park, New Jersey	$271M	-$15.6M	10	4.65%	Reduced
331	Kornitzer Capital Management Shawnee Mission, Kansas	$271M	-$35.1M	11	3.16%	Reduced
332	PC Passport Capital San Francisco, California	$269M	+$15.6M	7	6.87%	Increased
333	Balyasny Asset Management Chicago, Illinois	$268M	-$21.7M	13	2.46%	Reduced
334	CCM Cornerstone Capital Management Edina, Minnesota	$262M	-$11M	4	8.51%	Reduced
335	Horizon Kinetics New York	$262M	-$49.9M	11	3.53%	Reduced
336	GVI Green Valley Investors Wilmington, Delaware	$258M	$0	1	5.42%	Maintained
337	Suntrust Banks Atlanta, Georgia	$257M	-$21.8M	14	1.74%	Reduced
338	Baird Milwaukee, Wisconsin	$253M	+$32M	10	2.7%	Increased
339	ExxonMobil Investment Management Irving, Texas	$251M	-$13M	7	5.8%	Reduced
340	Sarasin & Partners London, United Kingdom	$250M	+$23.2M	3	3.73%	Increased
341	CIM Contrarius Investment Management St. Helier, Jersey	$249M	-$43.6M	5	18.37%	Reduced
342	USS Investment Management London, United Kingdom	$248M	-$12.7M	3	4.08%	Reduced
343	AC Alleghany Corporation New York	$248M	-$27.2M	2	9.67%	Reduced
344	UBS O'Connor Chicago, Illinois	$245M	-$53.5M	10	4.25%	Reduced
345	Boston Trust Walden Boston, Massachusetts	$244M	+$11.7M	5	3.64%	Increased
346	ESG Emerging Sovereign Group New York	$241M	+$93.6M	2	8.9%	Increased
347	Nomura Asset Management Tokyo, Japan	$240M	-$17.6M	8	4.19%	Reduced
348	GA Geneva Advisors Chicago, Illinois	$239M	+$56.1M	7	4.46%	Increased
349	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$238M	-$36.1M	7	4.13%	Reduced
350	MVP Miller Value Partners Sarasota, Florida	$237M	+$27.9M	5	8.77%	Increased