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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	Epoch Investment Partners New York	$537M	-$61.5M	9	3.2%	Reduced
327	New York Life Investment Management New York	$537M	+$32M	23	6.14%	Increased
328	Aristotle Capital Management Los Angeles, California	$535M	+$704K	3	1.14%	Increased
329	Holocene Advisors New York	$530M	-$33.1M	16	3.23%	Reduced
330	Davenport & Co Richmond, Virginia	$530M	-$32.7M	15	4.33%	Reduced
331	AE Wealth Management Topeka, Kansas	$527M	+$29.7M	17	3.81%	Increased
332	Beutel, Goodman & Co Toronto, Ontario, Canada	$524M	-$4.05M	2	3.17%	Reduced
333	AEGON Asset Management (UK) Edinburgh, United Kingdom	$520M	+$1.07M	6	9.39%	Increased
334	Factory Mutual Insurance Waltham, Massachusetts	$512M	-$254K	4	7.74%	Reduced
335	Yousif Capital Management Bloomfield Hills, Michigan	$511M	+$13.2M	33	6.71%	Increased
336	SCM Segantii Capital Management Hong Kong	$504M	+$354M	6	18.33%	Increased
337	Fiduciary Trust Boston, Massachusetts	$501M	-$15.8M	9	9.74%	Reduced
338	AGF Management Toronto, Ontario, Canada	$499M	+$549M	12	3.62%	New
339	Stockbridge Partners Boston, Massachusetts	$496M	+$78.6M	2	13.32%	Increased
340	Congress Asset Management Boston, Massachusetts	$493M	-$14.1M	10	4.95%	Reduced
341	HH HSG Holding Na, Hong Kong	$493M	-$71.5M	5	50%	Reduced
342	Zurich Insurance Group Zurich, Switzerland	$490M	-$120M	3	7.01%	Reduced
343	Blackhill Capital Morristown, New Jersey	$490M	-$761K	3	56.79%	Reduced
344	Manning & Napier Group Fairport, New York	$481M	+$79.5M	6	5.92%	Increased
345	WBC Westpac Banking Corp Sydney, Australia	$481M	-$44.5M	21	7.11%	Reduced
346	IHG Insight Holdings Group New York	$479M	-$3.56M	3	10.05%	Reduced
347	Cetera Advisor Networks El Segundo, California	$479M	+$77.5M	27	3.88%	Increased
348	Axiom Investors Greenwich, Connecticut	$479M	+$8.26M	9	9.43%	Increased
349	ACA Abdiel Capital Advisors New York	$479M	-$16.9M	2	29.77%	Reduced
350	Kestra Advisory Services Austin, Texas	$478M	-$18.7M	23	4.25%	Reduced