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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	CM CS McKee Pittsburgh, Pennsylvania	$291M	-$47.2M	3	7.58%	Reduced
327	HighTower Advisors Chicago, Illinois	$290M	+$3.73M	14	4.31%	Increased
328	Sarasin & Partners London, United Kingdom	$285M	-$3.99M	3	4.37%	Reduced
329	RP RBS Partners Bay Harbor Islands, Florida	$285M	$0	1	12.09%	Maintained
330	CAM Coronation Asset Management Cape Town, South Africa	$284M	-$124M	5	14.7%	Reduced
331	Whale Rock Capital Management Boston, Massachusetts	$284M	+$171M	6	29.08%	Increased
332	Suntrust Banks Atlanta, Georgia	$282M	+$6.7M	14	1.81%	Increased
333	Atalanta Sosnoff Capital New York	$281M	-$6.65M	4	7.49%	Reduced
334	WBC Westpac Banking Corp Sydney, Australia	$281M	+$5.55M	14	2.44%	Increased
335	ExxonMobil Investment Management Irving, Texas	$276M	+$3.8M	7	6.25%	Increased
336	MC Montag & Caldwell Atlanta, Georgia	$273M	-$150M	4	3.31%	Reduced
337	Gotham Asset Management New York	$271M	+$51.3M	12	2.07%	Increased
338	Kornitzer Capital Management Shawnee Mission, Kansas	$270M	-$19.4M	10	3.26%	Reduced
339	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$268M	-$3.7M	7	4.69%	Reduced
340	Ninety One (UK) London, United Kingdom	$262M	+$80.6M	3	1.53%	Increased
341	MGM Miura Global Management New York	$260M	+$113M	3	15.67%	Increased
342	Nomura Asset Management Tokyo, Japan	$258M	+$5.72M	10	4.61%	Increased
343	MCM Manchester Capital Management Manchester, Vermont	$258M	-$6.54M	9	40.97%	Reduced
344	United Capital Financial Advisors Irving, Texas	$258M	+$10.5M	9	3.15%	Increased
345	FQ First Quadrant Glendale, California	$254M	+$11.7M	9	5.3%	Increased
346	Rockefeller Financial Services New York	$250M	+$47.6M	11	5.4%	Increased
347	Boston Trust Walden Boston, Massachusetts	$250M	+$5.62M	5	3.71%	Increased
348	GVI Green Valley Investors Wilmington, Delaware	$247M	$0	1	4.95%	Maintained
349	USS Investment Management London, United Kingdom	$244M	-$38.7M	3	3.99%	Reduced
350	VCM Valiant Capital Management San Francisco, California	$244M	+$462K	2	23.2%	Increased