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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	Nomura Asset Management Tokyo, Japan	$268M	+$8.58M	11	4.97%	Increased
327	MC Montag & Caldwell Atlanta, Georgia	$268M	-$5.74M	4	3.81%	Reduced
328	Flossbach Von Storch Cologne, Germany	$268M	+$40.3M	5	5.17%	Increased
329	Suntrust Banks Atlanta, Georgia	$266M	-$13.4M	13	1.72%	Reduced
330	Ruffer LLP London, United Kingdom	$266M	+$127M	4	11.6%	Increased
331	MCM Mason Capital Management New York	$266M	+$16.4M	1	4.75%	Increased
332	HBK Investments Dallas, Texas	$263M	+$111M	17	2.67%	Increased
333	Boston Trust Walden Boston, Massachusetts	$263M	+$14.1M	6	4.01%	Increased
334	United Capital Financial Advisors Irving, Texas	$262M	+$6.46M	8	3.03%	Increased
335	RP Ridgegate Proprietary Sydney, Australia	$261M	$0	1	67.05%	Maintained
336	LCG Luxor Capital Group New York	$257M	+$163M	1	4.04%	Increased
337	Fundsmith LLP London, United Kingdom	$257M	+$17.4M	1	8.09%	Increased
338	MCM Manchester Capital Management Manchester, Vermont	$257M	-$1.21M	9	40.76%	Reduced
339	ExxonMobil Investment Management Irving, Texas	$257M	-$23.6M	7	6.29%	Reduced
340	PCM Prime Capital Management Hong Kong	$255M	-$8.83M	4	54.13%	Reduced
341	CM CS McKee Pittsburgh, Pennsylvania	$253M	-$29.6M	3	7.02%	Reduced
342	BC Brahman Capital New York	$249M	-$28.4M	1	4.33%	Reduced
343	GL GLG LLC New York	$249M	+$38M	11	5.29%	Increased
344	Fort Washington Investment Advisors Cincinnati, Ohio	$247M	+$25.4M	7	4.62%	Increased
345	Creative Planning Overland Park, Kansas	$246M	+$38.5M	8	2.23%	Increased
346	USS Investment Management London, United Kingdom	$246M	-$15.8M	2	3.9%	Reduced
347	Whale Rock Capital Management Boston, Massachusetts	$244M	-$43.3M	6	22.26%	Reduced
348	Baird Financial Group Milwaukee, Wisconsin	$244M	+$249M	9	2.4%	New
349	H Hexavest Montreal, Quebec, Canada	$242M	-$144M	3	4.03%	Reduced
350	Winton Group London, United Kingdom	$240M	+$54.6M	5	2.21%	Increased