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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	Gotham Asset Management New York	$255M	+$81M	14	2.85%	Increased
327	Aristotle Capital Management Los Angeles, California	$252M	-$328K	4	2.92%	Reduced
328	Suntrust Banks Atlanta, Georgia	$251M	-$4.06M	15	1.56%	Reduced
329	ACM Atlanta Capital Management Atlanta, Georgia	$250M	-$4.67M	2	1.78%	Reduced
330	Natixis Advisors Boston, Massachusetts	$249M	+$5.86M	14	3.73%	Increased
331	Atalanta Sosnoff Capital New York	$248M	-$91.2M	4	7.8%	Reduced
332	CCM Cantillon Capital Management New York	$247M	-$9M	2	4.33%	Reduced
333	Fort Washington Investment Advisors Cincinnati, Ohio	$247M	-$1.23M	6	4.79%	Reduced
334	Envestnet Asset Management Chicago, Illinois	$246M	+$5.68M	27	1.06%	Increased
335	Boston Trust Walden Boston, Massachusetts	$246M	+$11.3M	7	4.28%	Increased
336	LCS Levin Capital Strategies New York	$243M	+$145M	4	4.41%	Increased
337	South Dakota Investment Council Sioux Falls, South Dakota	$243M	+$9.74M	7	5.31%	Increased
338	TCW Group Los Angeles, California	$238M	-$17.3M	9	1.75%	Reduced
339	SCM Suvretta Capital Management New York	$237M	+$176M	2	8.98%	Increased
340	Genesis Asset Managers Guernsey, Channel Islands, United Kingdom	$232M	+$1.27M	1	11.55%	Increased
341	VCM Valiant Capital Management San Francisco, California	$232M	-$48.9M	3	16.46%	Reduced
342	FQ First Quadrant Glendale, California	$231M	-$21.2M	12	5.04%	Reduced
343	Two Sigma Investments New York	$230M	-$34.6M	29	1.09%	Reduced
344	USS Investment Management London, United Kingdom	$229M	-$7.52M	5	3.85%	Reduced
345	Artemis Investment Management Edinburgh, United Kingdom	$229M	+$6.24M	6	5.76%	Increased
346	MC Montag & Caldwell Atlanta, Georgia	$228M	+$35.4M	3	4.18%	Increased
347	Jacobs Levy Equity Management Florham Park, New Jersey	$225M	-$29.9M	8	4.77%	Reduced
348	Fjarde Ap-fonden Stockholm, Sweden	$224M	+$23.5M	8	5.19%	Increased
349	NTC NF Trinity Capital Central, Hong Kong	$221M	-$10.3M	3	26.78%	Reduced
350	BAPIM British Airways Pensions Investment Management London, United Kingdom	$220M	+$41.3M	5	6.83%	Increased