← All themes

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	Saturna Capital Bellingham, Washington	$197M	-$26.5M	7	5.04%	Reduced
352	JC Joho Capital New York	$197M	+$26.9M	2	13.5%	Increased
353	MAM Marketfield Asset Management New York	$195M	+$758K	1	1.94%	Increased
354	Banque Pictet & Cie Geneva 73, Switzerland	$195M	+$183M	6	5.75%	New
355	IACCA IDG-Accel China Capital Associates Central, Hong Kong	$195M	+$148M	1	100%	New
356	Sit Investment Associates Minneapolis, Minnesota	$194M	+$26M	8	3.45%	Increased
357	FQ First Quadrant Glendale, California	$191M	+$27.2M	11	4.47%	Increased
358	CIBC World Market Toronto, Ontario, Canada	$191M	+$136M	7	0.79%	Increased
359	KIG Kovitz Investment Group Chicago, Illinois	$190M	-$11.7M	4	8.67%	Reduced
360	Mitsubishi UFJ Asset Management Tokyo, Japan	$189M	-$40.8M	10	5.43%	Reduced
361	Samlyn Capital New York	$189M	+$95.9M	3	4.74%	Increased
362	FI Focused Investors Los Angeles, California	$189M	-$170K	1	7.42%	Reduced
363	TI Turner Investments Berwyn, Pennsylvania	$187M	-$37.4M	8	3.34%	Reduced
364	SCM Sigma Capital Management Stamford, Connecticut	$186M	+$44.6M	5	10.43%	Increased
365	HighTower Advisors Chicago, Illinois	$185M	+$8.64M	9	3.8%	Increased
366	Carmignac Gestion Paris, France	$185M	+$162M	1	1.38%	New
367	JP Morgan Private Wealth Advisors San Francisco, California	$185M	+$18.4M	8	3.71%	Increased
368	Snyder Capital Management San Francisco, California	$183M	+$1.64M	3	9.01%	Increased
369	Markel Group Glen Allen, Virginia	$183M	+$10.3M	4	5.78%	Increased
370	BWA Brave Warrior Advisors New York	$181M	-$37.9M	1	7.42%	Reduced
371	CPCM Clifton Park Capital Management Wilmington, Delaware	$181M	+$256K	2	10.46%	Increased
372	Baird Milwaukee, Wisconsin	$181M	+$680K	8	3.11%	Increased
373	Ignis Investment Services Edinburgh, United Kingdom	$180M	+$167M	4	6.19%	New
374	Mackenzie Financial Toronto Ontario, Ontario, Canada	$180M	-$24.7M	9	0.91%	Reduced
375	HT HAP Trading New York	$180M	-$37.4M	9	5.6%	Reduced