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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	Capstone Investment Advisors New York	$260M	+$47.3M	10	8.03%	Increased
327	FCM Flinton Capital Management Philadelphia, Pennsylvania	$259M	+$258M	13	11.4%	New
328	Mitsubishi UFJ Asset Management Tokyo, Japan	$257M	+$8.35M	19	6.26%	Increased
329	AEGON Asset Management (UK) Edinburgh, United Kingdom	$257M	-$8.7M	8	7.26%	Reduced
330	Jane Street New York	$252M	+$13.7M	30	1.1%	Increased
331	Hosking Partners London, United Kingdom	$251M	-$20.1M	5	8.05%	Reduced
332	Jupiter Investment Management London, United Kingdom	$245M	+$21.6M	8	4.23%	Increased
333	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$245M	-$5.19M	15	2.23%	Reduced
334	Fiera Capital (Canada) Montreal, Quebec, Canada	$241M	-$48.6M	12	1.35%	Reduced
335	SCM Shapiro Capital Management Atlanta, Georgia	$240M	+$30.7M	3	6.16%	Increased
336	Sentry Investments Toronto, Ontario, Canada	$239M	-$15M	1	1.82%	Reduced
337	TGA Trilogy Global Advisors Winter Park, Florida	$237M	+$3.47M	3	7.97%	Increased
338	Nomura Holdings Tokyo, Japan	$237M	+$96M	17	0.6%	Increased
339	BA Boston Advisors Boston, Massachusetts	$236M	-$5.68M	5	5.66%	Reduced
340	CAM Contour Asset Management New York	$236M	+$57.7M	4	16.71%	Increased
341	Jacobs Levy Equity Management Florham Park, New Jersey	$236M	+$5.42M	14	4.55%	Increased
342	Assenagon Asset Management Senningerberg, Luxembourg	$236M	+$239M	5	4.4%	New
343	Hotchkis & Wiley Capital Management Los Angeles, California	$235M	+$1.48M	2	0.95%	Increased
344	Martingale Asset Management Boston, Massachusetts	$235M	-$6.3M	9	3.32%	Reduced
345	Atalanta Sosnoff Capital New York	$235M	-$17.4M	3	8.36%	Reduced
346	CIM Contrarius Investment Management St. Helier, Jersey	$234M	-$60.8M	6	17.56%	Reduced
347	CCM Criterion Capital Management San Francisco, California	$233M	+$14.9M	2	9.52%	Increased
348	GHP Great Hill Partners Boston, Massachusetts	$233M	$0	1	100%	Maintained
349	SCM Scopia Capital Management New York	$233M	+$12M	1	4.41%	Increased
350	Ladenburg Thalmann Financial Services Miami, Florida	$231M	+$11.4M	48	3.22%	Increased