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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	Sustainable Growth Advisers Stamford, Connecticut	$239M	+$4.35M	3	4.88%	Increased
352	Marshall Wace London, United Kingdom	$239M	+$127M	14	3.11%	Increased
353	HCM Hitchwood Capital Management New York	$239M	+$19.6M	3	10.08%	Increased
354	CAM ClariVest Asset Management San Diego, California	$236M	+$8.9M	7	7.04%	Increased
355	QS Investors New York	$236M	+$5.69M	13	2.91%	Increased
356	CIM Contrarius Investment Management St. Helier, Jersey	$234M	+$17M	5	18.24%	Increased
357	FI Fosun International Hong Kong, China	$234M	+$10.9M	3	16.49%	Increased
358	Envestnet Asset Management Chicago, Illinois	$234M	+$12.2M	18	1.11%	Increased
359	FQ First Quadrant Glendale, California	$234M	-$16.1M	11	4.91%	Reduced
360	NMC NEA Management Company Timonium, Maryland	$229M	$0	2	11.95%	Maintained
361	TCW Group Los Angeles, California	$227M	-$267M	10	1.46%	Reduced
362	Fjarde Ap-fonden Stockholm, Sweden	$227M	-$17.6M	8	5.48%	Reduced
363	Westwood Holdings Group Dallas, Texas	$227M	+$16.5M	6	1.7%	Increased
364	Madison Investment Holdings Madison, Wisconsin	$226M	+$3.04M	7	4.57%	Increased
365	Cornerstone Investment Partners Atlanta, Georgia	$225M	-$61.1M	3	5.31%	Reduced
366	GA Geneva Advisors Chicago, Illinois	$225M	+$7.58M	8	4.02%	Increased
367	SGAM Smith Group Asset Management Dallas, Texas	$224M	+$1.88M	7	7.54%	Increased
368	LT Lindsell Train London, United Kingdom	$223M	+$15.8M	1	15.65%	Increased
369	Saturna Capital Bellingham, Washington	$222M	-$1.31M	8	6.24%	Reduced
370	WBC Westpac Banking Corp Sydney, Australia	$222M	-$32.7M	13	2.17%	Reduced
371	WestEnd Advisors Charlotte, North Carolina	$221M	-$7.31M	2	10.23%	Reduced
372	Gabelli Funds Rye, New York	$219M	-$3.92M	13	1.15%	Reduced
373	HAM HHR Asset Management Berkeley Heights, New Jersey	$219M	-$23.5M	2	8.8%	Reduced
374	River Road Asset Management Louisville, Kentucky	$218M	+$27.9M	6	3.22%	Increased
375	Sit Investment Associates Minneapolis, Minnesota	$218M	+$13.7M	6	3.99%	Increased