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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	Baird Milwaukee, Wisconsin	$159M	+$26M	8	2.97%	Increased
352	Generation Investment Management London, United Kingdom	$159M	-$61.8M	2	3.02%	Reduced
353	Driehaus Capital Management Chicago, Illinois	$158M	+$4.9M	12	6.08%	Increased
354	Diamond Hill Capital Management Columbus, Ohio	$156M	+$64.7K	2	1.57%	Increased
355	Utah Retirement Systems Salt Lake City, Utah	$156M	+$108K	12	5.03%	Increased
356	ACP Ashfield Capital Partners San Francisco, California	$155M	-$23.7M	5	8.04%	Reduced
357	Markel Group Glen Allen, Virginia	$155M	+$1.08M	4	5.31%	Increased
358	MAM Marketfield Asset Management New York	$154M	+$27.6M	1	1.92%	Increased
359	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$154M	-$10M	3	10.75%	Reduced
360	AGA Altrinsic Global Advisors Stamford, Connecticut	$154M	-$2.44M	1	2.62%	Reduced
361	HighTower Advisors Chicago, Illinois	$153M	+$16.8M	9	3.82%	Increased
362	Regions Financial Corp Birmingham, Alabama	$152M	-$62.6K	9	2.01%	Reduced
363	JC Joho Capital New York	$152M	+$15M	2	11.4%	Increased
364	Davenport & Co Richmond, Virginia	$152M	+$2.26M	8	3.13%	Increased
365	Stifel Nicolaus & Co St Louis, Missouri	$151M	+$5.48M	11	2.5%	Increased
366	Sit Investment Associates Minneapolis, Minnesota	$149M	-$13.9M	7	2.86%	Reduced
367	WAM World Asset Management Detroit, Michigan	$149M	-$18.4M	12	3.7%	Reduced
368	Sentry Investments Toronto, Ontario, Canada	$148M	+$8.92M	2	2.87%	Increased
369	KCM Kames Capital Management Edinburgh, United Kingdom	$146M	+$33.5M	4	4.52%	Increased
370	Cohen & Steers New York	$146M	+$9.5M	4	0.47%	Increased
371	FTCM Fir Tree Capital Management New York	$146M	+$18.2M	1	2%	Increased
372	GAMCO Investors Greenwich, Connecticut	$145M	+$37.3M	10	0.85%	Increased
373	Mirae Asset Global Investments Seoul, South Korea	$145M	+$35.5M	8	6.53%	Increased
374	Flossbach Von Storch Cologne, Germany	$145M	-$128M	2	4.44%	Reduced
375	GLG Inc New York	$144M	+$55.3M	8	2.83%	Increased