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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	Mitsubishi UFJ Asset Management Tokyo, Japan	$214M	-$3.1M	14	5.5%	Reduced
352	WIM Weitz Investment Management Omaha, Nebraska	$213M	+$21.3M	5	6.43%	Increased
353	Viking Global Investors Stamford, Connecticut	$212M	+$195M	1	0.93%	New
354	Banque Pictet & Cie Geneva 73, Switzerland	$211M	-$2.89M	8	5.28%	Reduced
355	VM Valinor Management New York	$211M	-$19M	3	5.76%	Reduced
356	WBC Westpac Banking Corp Sydney, Australia	$210M	-$98.5M	13	2.03%	Reduced
357	WestEnd Advisors Charlotte, North Carolina	$206M	-$5.91M	2	10.11%	Reduced
358	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$205M	+$913K	9	8.16%	Increased
359	Saturna Capital Bellingham, Washington	$204M	-$829K	7	5.32%	Reduced
360	Spot Trading Chicago, Illinois	$204M	+$65.9M	21	0.98%	Increased
361	Gabelli Funds Rye, New York	$203M	+$2.8M	11	1%	Increased
362	VCM Valiant Capital Management San Francisco, California	$202M	+$31.2M	2	18.22%	Increased
363	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$201M	-$9.92M	19	2.95%	Reduced
364	Diamond Hill Capital Management Columbus, Ohio	$197M	-$14.2M	3	1.55%	Reduced
365	Vontobel Asset Management New York	$193M	+$74.8M	5	1.95%	Increased
366	Westwood Holdings Group Dallas, Texas	$192M	-$6.42M	3	1.41%	Reduced
367	Vaughan Nelson Investment Management Houston, Texas	$192M	+$13.9M	3	2.73%	Increased
368	FQ First Quadrant Glendale, California	$191M	+$14.5M	14	4.25%	Increased
369	First Eagle Investment Management New York	$191M	+$3.76M	6	0.46%	Increased
370	Haverford Trust Company Radnor, Pennsylvania	$188M	+$1.3M	4	5.52%	Increased
371	TGA Trilogy Global Advisors Winter Park, Florida	$188M	+$531K	5	3.59%	Increased
372	Baird Milwaukee, Wisconsin	$188M	-$8.39M	11	2.63%	Reduced
373	FI Focused Investors Los Angeles, California	$187M	-$1M	1	7.03%	Reduced
374	KIG Kovitz Investment Group Chicago, Illinois	$184M	+$2.54M	4	9.6%	Increased
375	Natixis Advisors Boston, Massachusetts	$184M	+$16.1M	14	2.64%	Increased