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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	CA Cullinan Associates Louisville, Kentucky	$326M	-$2.48M	7	25.13%	Reduced
327	TC Tairen Capital Hong Kong	$323M	+$6.37M	4	55.64%	Increased
328	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$323M	-$5.13M	8	6.09%	Reduced
329	Burgundy Asset Management Toronto, Ontario, Canada	$323M	-$4.72M	4	3.05%	Reduced
330	IVA International Value Advisers	$322M	-$6.65M	3	9.68%	Reduced
331	MC Maplelane Capital New York	$322M	+$53.4M	6	6.33%	Increased
332	Ladenburg Thalmann Financial Services Miami, Florida	$319M	-$1.25M	54	3.46%	Reduced
333	Sustainable Growth Advisers Stamford, Connecticut	$318M	-$19.5M	2	4.34%	Reduced
334	Fiera Capital (Canada) Montreal, Quebec, Canada	$315M	-$37.1M	14	1.5%	Reduced
335	Parallax Volatility Advisers San Francisco, California	$315M	+$137M	18	0.52%	Increased
336	BA Boston Advisors Boston, Massachusetts	$314M	+$37.5M	8	7.1%	Increased
337	Assenagon Asset Management Senningerberg, Luxembourg	$313M	+$60.8M	7	2.9%	Increased
338	TCW Group Los Angeles, California	$311M	+$7.14M	8	2.48%	Increased
339	MCM Manchester Capital Management Manchester, Vermont	$307M	-$1.96M	10	47.61%	Reduced
340	MG Meritage Group San Francisco, California	$301M	+$71M	1	5.47%	Increased
341	Mitsubishi UFJ Asset Management Tokyo, Japan	$300M	-$1.44M	22	7.06%	Reduced
342	Candriam SCA Strassen, Luxembourg, Luxembourg	$299M	-$9.4M	13	5.22%	Reduced
343	CIBC Asset Management Toronto, Ontario, Canada	$299M	-$11.9M	21	1.87%	Reduced
344	CCM Criterion Capital Management San Francisco, California	$298M	+$101M	4	12.66%	Increased
345	FCM Flinton Capital Management Philadelphia, Pennsylvania	$296M	-$21.7M	14	10.58%	Reduced
346	Hardman Johnston Global Advisors Stamford, Connecticut	$291M	-$21.7M	3	12.43%	Reduced
347	AG Alibaba Group Causeway Bay, Hong Kong	$291M	+$116M	2	21.76%	Increased
348	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$290M	-$9.79M	11	2.71%	Reduced
349	TGA Trilogy Global Advisors Winter Park, Florida	$286M	-$121M	2	18.08%	Reduced
350	GH GAM Holding Zurich, Switzerland	$286M	-$246M	20	12.07%	Reduced