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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	Sustainable Growth Advisers Stamford, Connecticut	$240M	-$18.5M	3	5.25%	Reduced
327	ExxonMobil Investment Management Irving, Texas	$239M	-$1.96M	8	6.13%	Reduced
328	TCW Group Los Angeles, California	$239M	+$1.13M	10	1.72%	Increased
329	Baird Financial Group Milwaukee, Wisconsin	$239M	+$18.8M	9	2.54%	Increased
330	Boston Trust Walden Boston, Massachusetts	$238M	-$1.34M	7	3.97%	Reduced
331	WBC Westpac Banking Corp Sydney, Australia	$237M	+$31.6M	12	2.61%	Increased
332	USS Investment Management London, United Kingdom	$235M	-$15.2M	3	4.17%	Reduced
333	River Road Asset Management Louisville, Kentucky	$235M	+$25.8M	4	3.63%	Increased
334	Polen Capital Management Boca Raton, Florida	$232M	-$128M	2	4.26%	Reduced
335	Suntrust Banks Atlanta, Georgia	$232M	-$9.12M	11	1.57%	Reduced
336	Analytic Investors Los Angeles, California	$231M	+$42.5M	13	3.09%	Increased
337	VFA Virtus Fund Advisers Hartford, Connecticut	$231M	-$32.5M	6	2.01%	Reduced
338	DSM Capital Partners Palm Beach Gardens, Florida	$231M	-$125M	2	4.3%	Reduced
339	QS Investors New York	$230M	+$11.4M	15	2.41%	Increased
340	Fort Washington Investment Advisors Cincinnati, Ohio	$230M	-$14.8M	6	4.78%	Reduced
341	Baupost Group Boston, Massachusetts	$228M	-$345M	1	3.79%	Reduced
342	TCM Tran Capital Management San Rafael, California	$228M	+$239M	4	5.55%	Increased
343	Envestnet Asset Management Chicago, Illinois	$226M	+$10.4M	27	1.12%	Increased
344	H Hexavest Montreal, Quebec, Canada	$225M	+$7.47M	3	3.93%	Increased
345	LSV Asset Management Chicago, Illinois	$223M	+$33.5M	8	0.5%	Increased
346	FQ First Quadrant Glendale, California	$221M	+$7.85M	10	4.93%	Increased
347	CAM ClariVest Asset Management San Diego, California	$221M	-$987K	7	6.63%	Reduced
348	Third Point New York	$220M	-$269M	1	2.08%	Reduced
349	OMERS Administration Corp Toronto, Ontario, Canada	$216M	+$204M	9	6.3%	Increased
350	South Dakota Investment Council Sioux Falls, South Dakota	$216M	-$34.5M	6	4.96%	Reduced