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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	Envestnet Asset Management Chicago, Illinois	$253M	+$8.51M	27	1.01%	Increased
327	Employees Retirement System of Texas Austin, Texas	$251M	-$19.2M	12	3.45%	Reduced
328	CIBC World Markets New York	$251M	-$25.8M	7	6.51%	Reduced
329	Gotham Asset Management New York	$246M	-$8.08M	19	2.95%	Reduced
330	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$245M	+$232M	2	70.34%	Increased
331	ArrowMark Colorado Holdings Denver, Colorado	$244M	+$5.35M	9	4.95%	Increased
332	United Capital Financial Advisors Irving, Texas	$243M	+$740K	10	2.48%	Increased
333	John W. Bristol & Co New York	$243M	-$33.2M	3	6.86%	Reduced
334	Suntrust Banks Atlanta, Georgia	$242M	+$3.58M	17	1.48%	Increased
335	USS Investment Management London, United Kingdom	$239M	+$51.2M	5	4.16%	Increased
336	South Dakota Investment Council Sioux Falls, South Dakota	$239M	+$3.27M	8	5.24%	Increased
337	Boston Trust Walden Boston, Massachusetts	$238M	+$8.01M	7	4.06%	Increased
338	Aristotle Capital Management Los Angeles, California	$237M	-$3.28M	3	2.57%	Reduced
339	BWA Brave Warrior Advisors New York	$235M	-$79.8M	1	13.15%	Reduced
340	ING Group Amsterdam, Netherlands	$231M	-$92.6M	9	3.11%	Reduced
341	Genesis Asset Managers Guernsey, Channel Islands, United Kingdom	$231M	-$3.08M	1	9.85%	Reduced
342	Parallax Volatility Advisers San Francisco, California	$229M	+$139M	19	0.45%	Increased
343	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$228M	+$47.2M	17	2.6%	Increased
344	BAPIM British Airways Pensions Investment Management London, United Kingdom	$228M	+$10.7M	5	6.87%	Increased
345	LCS Levin Capital Strategies New York	$228M	-$6.3M	5	4.1%	Reduced
346	Whale Rock Capital Management Boston, Massachusetts	$227M	+$3.78M	5	18.89%	Increased
347	Hosking Partners London, United Kingdom	$224M	+$28.3M	6	9.33%	Increased
348	Nicholas Company Milwaukee, Wisconsin	$223M	-$8.08M	7	4.5%	Reduced
349	Mitsubishi UFJ Asset Management Tokyo, Japan	$222M	+$13.4M	18	5.81%	Increased
350	HCM Hitchwood Capital Management New York	$222M	-$144M	1	5.36%	Reduced