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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	Burgundy Asset Management Toronto, Ontario, Canada	$302M	+$1.21M	4	2.87%	Increased
327	Ladenburg Thalmann Financial Services Miami, Florida	$302M	+$7.15M	53	3.55%	Increased
328	Harvest Fund Management Beijing, China	$301M	+$27.2M	8	43.74%	Increased
329	Fjarde Ap-fonden Stockholm, Sweden	$299M	+$35.5M	11	6.04%	Increased
330	FCM Flinton Capital Management Philadelphia, Pennsylvania	$299M	-$15.3M	14	10.98%	Reduced
331	TCW Group Los Angeles, California	$294M	+$16.1M	7	2.44%	Increased
332	HCM Hitchwood Capital Management New York	$289M	+$13.7M	5	11.89%	Increased
333	CIBC Asset Management Toronto, Ontario, Canada	$287M	+$40.1M	21	1.98%	Increased
334	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$286M	-$87.3M	20	2.45%	Reduced
335	MCM Manchester Capital Management Manchester, Vermont	$285M	-$1.56M	9	45.3%	Reduced
336	Mitsubishi UFJ Asset Management Tokyo, Japan	$284M	-$34.8M	21	6.98%	Reduced
337	Employees Provident Fund Board Shah Alam, Malaysia	$284M	+$10.5M	2	8.14%	Increased
338	Candriam SCA Strassen, Luxembourg, Luxembourg	$283M	-$4.81M	12	5.32%	Reduced
339	CBT Capital Bank & Trust Irvine, California	$281M	+$283M	14	3.68%	New
340	FQ First Quadrant Glendale, California	$281M	+$51.4M	16	5.61%	Increased
341	DnB Asset Management Oslo, Norway	$279M	-$56.2M	10	4.06%	Reduced
342	South Dakota Investment Council Sioux Falls, South Dakota	$272M	-$39.8M	9	5.74%	Reduced
343	B BP London, United Kingdom	$270M	-$13.3M	8	9.9%	Reduced
344	DFO Duquesne Family Office New York	$270M	+$162M	3	14.44%	Increased
345	GQG Partners Ft. Lauderdale, Florida	$266M	+$156M	4	19.57%	Increased
346	HMP HS Management Partners New York	$266M	-$28M	1	8.72%	Reduced
347	Hardman Johnston Global Advisors Stamford, Connecticut	$265M	+$74.1M	3	11.42%	Increased
348	ExxonMobil Investment Management Irving, Texas	$264M	-$43.2M	8	6.6%	Reduced
349	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$263M	-$12.8M	14	2.47%	Reduced
350	Highbridge Capital Management New York	$261M	+$124M	10	3.9%	Increased