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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	Two Sigma Advisers New York	$241M	+$104M	31	1.77%	Increased
352	NC Nevsky Capital London, United Kingdom	$240M	+$209M	2	32.66%	Increased
353	MCM Mason Capital Management New York	$239M	+$234M	1	4.01%	New
354	Fjarde Ap-fonden Stockholm, Sweden	$238M	-$15.4M	8	5.46%	Reduced
355	Baird Milwaukee, Wisconsin	$236M	-$32.8M	10	2.42%	Reduced
356	MVP Miller Value Partners Sarasota, Florida	$232M	-$8.66M	6	8.11%	Reduced
357	PCM Prime Capital Management Hong Kong	$232M	+$41.3M	3	52.88%	Increased
358	Frontier Capital Management Boston, Massachusetts	$232M	-$12.6M	8	1.67%	Reduced
359	GHP Great Hill Partners Boston, Massachusetts	$230M	$0	1	100%	Maintained
360	Fundsmith LLP London, United Kingdom	$229M	+$51.1M	1	7.42%	Increased
361	QS Investors New York	$228M	+$2.58M	15	2.58%	Increased
362	HAM HHR Asset Management Berkeley Heights, New Jersey	$226M	+$97.2M	2	8.72%	Increased
363	Madison Investment Holdings Madison, Wisconsin	$226M	+$4.68M	7	4.42%	Increased
364	Gabelli Funds Rye, New York	$225M	-$690K	12	1.14%	Reduced
365	Flossbach Von Storch Cologne, Germany	$223M	-$18.8M	4	5.03%	Reduced
366	Envestnet Asset Management Chicago, Illinois	$223M	+$198M	16	1.15%	Increased
367	Alpha Wave Global New York	$223M	+$155M	1	10.92%	Increased
368	WestEnd Advisors Charlotte, North Carolina	$222M	-$10M	2	10%	Reduced
369	Saturna Capital Bellingham, Washington	$222M	-$481K	8	5.95%	Reduced
370	Utah Retirement Systems Salt Lake City, Utah	$221M	+$7.46M	15	5.79%	Increased
371	CAM ClariVest Asset Management San Diego, California	$220M	+$47.8M	7	6.73%	Increased
372	SGAM Smith Group Asset Management Dallas, Texas	$220M	+$3.01M	6	7.37%	Increased
373	LCS Levin Capital Strategies New York	$219M	-$26.8M	10	3.27%	Reduced
374	Analytic Investors Los Angeles, California	$218M	-$116M	5	2.98%	Reduced
375	Ruane, Cunniff & Goldfarb New York	$217M	-$855K	5	1.03%	Reduced