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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	PointState Capital New York	$280M	+$225M	2	2.92%	Increased
327	BA Boston Advisors Boston, Massachusetts	$279M	-$7.33M	4	6.57%	Reduced
328	AWM Ashmore Wealth Management Wilmington, Delaware	$278M	+$328K	2	15.03%	Increased
329	MCM Manchester Capital Management Manchester, Vermont	$278M	-$1.83M	9	44.05%	Reduced
330	Moore Capital Management New York	$277M	+$161M	8	7.48%	Increased
331	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$277M	-$50.1M	2	22.42%	Reduced
332	Fiera Capital (Canada) Montreal, Quebec, Canada	$277M	-$19M	10	1.46%	Reduced
333	Causeway Capital Management Los Angeles, California	$276M	+$20.9M	3	3.74%	Increased
334	NM NWI Management New York	$272M	-$2.19M	2	20.79%	Reduced
335	Employees Provident Fund Board Shah Alam, Malaysia	$270M	-$9.13M	2	7.89%	Reduced
336	Jupiter Investment Management London, United Kingdom	$269M	-$13.3M	8	3.8%	Reduced
337	HP Holowesko Partners Nassau, Bahamas	$269M	+$65.1M	3	16.09%	Increased
338	SCM Shapiro Capital Management Atlanta, Georgia	$268M	+$7.45M	3	6.42%	Increased
339	Nicholas Company Milwaukee, Wisconsin	$268M	+$7.62M	8	6.08%	Increased
340	GTP Global Thematic Partners New York	$264M	-$124M	6	9.02%	Reduced
341	MICM Matthews International Capital Management San Francisco, California	$264M	-$9.96M	5	13.45%	Reduced
342	Candriam SCA Strassen, Luxembourg, Luxembourg	$263M	+$49.2M	11	5.09%	Increased
343	HCM Holland Capital Management Chicago, Illinois	$260M	-$51.5M	3	11.07%	Reduced
344	Handelsbanken Fonder Stockholm, Sweden	$259M	+$36M	6	7.19%	Increased
345	Utah Retirement Systems Salt Lake City, Utah	$259M	-$130K	17	6.19%	Reduced
346	TCW Group Los Angeles, California	$257M	-$107M	6	2.14%	Reduced
347	TAM Tyers Asset Management Austin, Texas	$257M	+$7.19M	15	9.72%	Increased
348	Fjarde Ap-fonden Stockholm, Sweden	$255M	-$18.3M	10	6.1%	Reduced
349	Santa Barbara Asset Management Los Angeles, California	$255M	-$15.2M	1	4.39%	Reduced
350	Alyeska Investment Group Chicago, Illinois	$253M	+$79.5M	9	2.05%	Increased