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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	KBC Group Brussels, Belgium	$253M	+$6.54M	15	4.67%	Increased
327	CAM Contour Asset Management New York	$253M	+$117M	4	14.92%	Increased
328	Soroban Capital Partners New York	$252M	+$237M	2	1.83%	New
329	SGAM Smith Group Asset Management Dallas, Texas	$252M	+$73.3M	11	7.44%	Increased
330	FQ First Quadrant Glendale, California	$250M	+$30.2M	12	5.5%	Increased
331	Two Sigma Advisers New York	$250M	-$180M	25	1.49%	Reduced
332	Natixis Advisors Boston, Massachusetts	$248M	+$13.3M	16	4.07%	Increased
333	HCM Hitchwood Capital Management New York	$248M	+$151M	3	6.6%	Increased
334	Suntrust Banks Atlanta, Georgia	$247M	+$20.8M	14	1.52%	Increased
335	CCM Cornerstone Capital Management Edina, Minnesota	$245M	-$97.8M	4	10.02%	Reduced
336	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$245M	-$78.1M	7	4.68%	Reduced
337	Polen Capital Management Boca Raton, Florida	$244M	+$23.8M	2	3.78%	Increased
338	Sustainable Growth Advisers Stamford, Connecticut	$244M	-$68.8M	3	5.11%	Reduced
339	Marshall Wace London, United Kingdom	$243M	+$81.4M	15	2.28%	Increased
340	ACM Atlanta Capital Management Atlanta, Georgia	$243M	-$19M	2	1.78%	Reduced
341	CAM ClariVest Asset Management San Diego, California	$242M	+$7.47M	8	6.85%	Increased
342	H Hexavest Montreal, Quebec, Canada	$242M	+$28.3M	4	3.83%	Increased
343	Letko, Brosseau & Associates Montreal, Quebec, Canada	$241M	-$10.3M	2	2.49%	Reduced
344	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$239M	-$421M	8	2.3%	Reduced
345	Harding Loevner Bridgewater, New Jersey	$238M	-$166M	3	1.93%	Reduced
346	Genesis Asset Managers Guernsey, Channel Islands, United Kingdom	$237M	-$23.7M	1	12.63%	Reduced
347	ExxonMobil Investment Management Irving, Texas	$237M	-$9.57M	8	5.87%	Reduced
348	NTC NF Trinity Capital Central, Hong Kong	$237M	+$235M	2	26.92%	New
349	Jupiter Investment Management London, United Kingdom	$236M	+$53.7M	5	6.3%	Increased
350	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$234M	+$14.9M	10	2.73%	Increased