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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
351	Soros Fund Management New York	$141M	+$133M	6	1.53%	New
352	Aperio Group Sausalito, California	$141M	+$147M	11	3.35%	New
353	FP FPR Partners San Francisco, California	$139M	+$133M	1	5.66%	New
354	Davenport & Co Richmond, Virginia	$138M	+$141M	6	3.05%	New
355	Regions Financial Corp Birmingham, Alabama	$138M	+$144M	9	1.88%	New
356	HI Honeywell International Charlotte, North Carolina	$138M	+$147M	2	3.75%	New
357	Utah Retirement Systems Salt Lake City, Utah	$138M	+$144M	11	4.65%	New
358	CI Investments Inc Toronto, Ontario, Canada	$138M	+$145M	3	1.5%	New
359	Sentry Investments Toronto, Ontario, Canada	$137M	+$141M	3	2.94%	New
360	DnB Asset Management Oslo, Norway	$137M	+$148M	4	4.05%	New
361	Highbridge Capital Management New York	$136M	+$144M	11	1.35%	New
362	PIM Profit Investment Management North Bethesda, Maryland	$134M	+$140M	5	6.49%	New
363	CCM Cornerstone Capital Management Edina, Minnesota	$134M	+$134M	3	4.42%	New
364	MUFG Americas New York	$133M	+$138M	14	2.66%	New
365	CIM Contrarius Investment Management St. Helier, Jersey	$133M	+$145M	1	14.65%	New
366	Gabelli Funds Rye, New York	$133M	+$137M	9	0.81%	New
367	Diamond Hill Capital Management Columbus, Ohio	$131M	+$142M	2	1.42%	New
368	Bank of Nova Scotia Toronto, Ontario, Canada	$131M	+$141M	6	0.67%	New
369	Asset Management One Tokyo, Japan	$129M	+$135M	9	2.09%	New
370	Stifel Nicolaus & Co St Louis, Missouri	$129M	+$136M	9	2.33%	New
371	BC Brahman Capital New York	$128M	+$122M	1	5.03%	New
372	Crawford Investment Counsel Atlanta, Georgia	$127M	+$126M	4	5.25%	New
373	AL AJO LP Philadelphia, Pennsylvania	$127M	+$136M	6	0.59%	New
374	Two Sigma Investments New York	$126M	+$128M	14	0.88%	New
375	SA SQ Advisors Naples, Florida	$124M	+$123M	1	7.35%	New