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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	Huntington National Bank Columbus, Ohio	$861M	+$4M	46	7.83%	Increased
327	Gulf International Bank (UK) London, United Kingdom	$861M	-$174M	28	12.16%	Reduced
328	DFO Duquesne Family Office New York	$857M	+$8.82M	5	31.07%	Increased
329	State of Alaska Department of Revenue Juneau, Alaska	$856M	-$40.1M	26	8.26%	Reduced
330	Zurich Insurance Group Zurich, Switzerland	$855M	-$34.2M	5	9.67%	Reduced
331	Longview Partners St Peter Port, Guernsey	$852M	-$56M	1	5.44%	Reduced
332	Sculptor Capital New York	$852M	-$178M	14	7.21%	Reduced
333	Nissay Asset Management Tokyo, Japan	$847M	-$1.08M	20	6.49%	Reduced
334	WBC Westpac Banking Corp Sydney, Australia	$845M	+$2.65M	26	8.76%	Increased
335	Manning & Napier Group Fairport, New York	$843M	+$78.2M	8	7.04%	Increased
336	Eagle Asset Management St Petersburg, Florida	$841M	+$26.5M	14	3.69%	Increased
337	Boston Trust Walden Boston, Massachusetts	$834M	+$14.9M	9	6.7%	Increased
338	Squarepoint New York	$832M	-$64M	73	2.2%	Reduced
339	Candriam SCA Strassen, Luxembourg, Luxembourg	$831M	-$99.2M	19	5.31%	Reduced
340	Railway Pension Investments London, United Kingdom	$831M	-$81.8M	14	6.2%	Reduced
341	SPM Sycamore Partners Management New York	$814M	+$1.22B	1	100%	New
342	Epoch Investment Partners New York	$813M	+$46.5M	9	4.13%	Increased
343	Balyasny Asset Management Chicago, Illinois	$812M	+$296M	58	2.78%	Increased
344	Soroban Capital Partners New York	$809M	+$8.08M	1	6.13%	Increased
345	Harris Associates Chicago, Illinois	$803M	-$581M	7	1.25%	Reduced
346	CAM Contour Asset Management New York	$800M	+$329M	5	28.76%	Increased
347	Private Advisor Group Morristown, New Jersey	$796M	-$240M	32	5.97%	Reduced
348	Comerica Bank Dallas, Texas	$783M	-$134M	39	5.77%	Reduced
349	SCA Southpoint Capital Advisors New York	$783M	+$278M	6	15.03%	Increased
350	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$783M	+$557M	10	9.38%	Increased