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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	Marshall Wace London, United Kingdom	$857M	-$79.3M	49	4.65%	Reduced
327	Holocene Advisors New York	$840M	-$68M	22	5.3%	Reduced
328	Utah Retirement Systems Salt Lake City, Utah	$840M	+$31.8M	21	11.92%	Increased
329	Jensen Investment Management Lake Oswego, Oregon	$827M	-$147M	4	6.86%	Reduced
330	TCW Group Los Angeles, California	$824M	+$160M	12	7.17%	Increased
331	WA WFM Asia Road Town, Tortola, British Virgin Islands	$823M	+$20.2M	4	68.04%	Increased
332	Rathbones Group Liverpool, United Kingdom	$814M	+$68.8M	11	11.55%	Increased
333	AGF Investments Inc Toronto, Ontario, Canada	$812M	+$74M	17	6.92%	Increased
334	Catterton Management Company Greenwich, Connecticut	$809M	+$814M	1	30.71%	New
335	Banco Santander Madrid, Spain	$805M	+$112M	16	5.77%	Increased
336	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$803M	+$25.9M	40	1.86%	Increased
337	WMIG White Mountains Insurance Group Hanover, New Hampshire	$802M	+$796M	1	100%	New
338	Altshuler Shaham Tel Aviv, Israel	$800M	+$137M	19	15.99%	Increased
339	Jacobs Levy Equity Management Florham Park, New Jersey	$799M	+$30.6M	13	7.01%	Increased
340	FAM Foxhaven Asset Management Charlottesville, Virginia	$797M	+$96.9M	5	20.98%	Increased
341	Causeway Capital Management Los Angeles, California	$793M	-$36.6M	6	14.91%	Reduced
342	LSV Asset Management Chicago, Illinois	$793M	-$69.3M	10	1.44%	Reduced
343	Marsico Capital Management Denver, Colorado	$792M	+$152M	9	20.53%	Increased
344	Mariner Overland Park, Kansas	$790M	+$16.2M	8	6.06%	Increased
345	KDIA KPCB DGF II Associates Menlo Park, California	$778M	+$931M	1	78.69%	Increased
346	GCGM General Catalyst Group Management Cambridge, Massachusetts	$777M	+$909M	2	26.58%	New
347	State of Alaska Department of Revenue Juneau, Alaska	$775M	-$22.4M	23	8.78%	Reduced
348	CIP CAS Investment Partners Westport, Connecticut	$768M	-$91.9M	1	42.54%	Reduced
349	RA Rovida Advisors Fort Lauderdale, Florida	$766M	+$241M	7	44.98%	Increased
350	Fiera Capital (Canada) Montreal, Quebec, Canada	$765M	-$34.6M	20	2.06%	Reduced