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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	Cincinnati Financial Corp Fairfield, Ohio	$537M	$0	1	13.7%	Maintained
327	Cerity Partners New York	$534M	+$202M	22	5.91%	Increased
328	HCS Himension Capital (Singapore) Singapore	$532M	+$364M	3	59.45%	Increased
329	Railway Pension Investments London, United Kingdom	$532M	-$137M	10	5.2%	Reduced
330	Kestra Advisory Services Austin, Texas	$530M	+$69.8M	27	5.44%	Increased
331	Atreides Management Boston, Massachusetts	$528M	+$400M	5	19.62%	Increased
332	C WorldWide Group Copenhagen, Denmark	$521M	+$5.77M	3	6.54%	Increased
333	WBC Westpac Banking Corp Sydney, Australia	$520M	-$46.7M	27	6.78%	Reduced
334	ICVCFIA IDG China Venture Capital Fund IV Associates Hong Kong	$520M	$0	2	99.35%	Maintained
335	Fiduciary Trust Boston, Massachusetts	$517M	-$8.92M	11	10.9%	Reduced
336	Aristotle Capital Management Los Angeles, California	$517M	-$60.9M	3	1.09%	Reduced
337	Penserra Capital Management Orinda, California	$516M	+$19.4M	74	14.05%	Increased
338	Nomura Holdings Tokyo, Japan	$512M	-$223M	31	1.76%	Reduced
339	AE Wealth Management Topeka, Kansas	$511M	+$43.7M	18	4.09%	Increased
340	Simplex Trading Chicago, Illinois	$508M	+$284M	90	0.54%	Increased
341	GIM Genesis Investment Management London, United Kingdom	$508M	-$260M	6	45.86%	Reduced
342	AGF Investments Inc Toronto, Ontario, Canada	$506M	+$69.7M	10	4.5%	Increased
343	OCM OLP Capital Management Causeway Bay, Hong Kong	$503M	+$256M	2	85.93%	Increased
344	E Fund Management Guangzhou, China	$502M	-$1.57B	17	45.45%	Reduced
345	Regions Financial Corp Birmingham, Alabama	$499M	-$10.4M	14	4.75%	Reduced
346	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$499M	-$204M	35	3.57%	Reduced
347	CCM CoreView Capital Management Hong Kong	$498M	+$21.2M	4	72.86%	Increased
348	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$497M	-$3.33M	18	7.48%	Reduced
349	Mutual of America Capital Management New York	$494M	+$3.65M	23	6.33%	Increased
350	Holocene Advisors New York	$490M	+$53.5M	23	2.96%	Increased