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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	HCM Highfields Capital Management Boston, Massachusetts	$216M	-$115M	2	1.9%	Reduced
352	MC Montag & Caldwell Atlanta, Georgia	$215M	-$55.3M	3	3.59%	Reduced
353	MVP Miller Value Partners Sarasota, Florida	$213M	+$28.2M	6	6.11%	Increased
354	Santa Barbara Asset Management Los Angeles, California	$211M	+$20.8M	1	4.41%	Increased
355	Natixis Advisors Boston, Massachusetts	$209M	+$21.6M	15	3.63%	Increased
356	Mirae Asset Global Investments Seoul, South Korea	$209M	-$96.4M	9	8.54%	Reduced
357	LCG Luxor Capital Group New York	$205M	+$25.8M	1	4.7%	Increased
358	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$205M	+$111M	17	1.67%	Increased
359	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$204M	+$17.7M	12	2.36%	Increased
360	PP PDT Partners New York	$203M	+$122M	20	4.55%	Increased
361	USSCPF United States Steel & Carnegie Pension Fund New York	$203M	+$9.22M	2	4.51%	Increased
362	HAM HHR Asset Management Berkeley Heights, New Jersey	$203M	-$691K	2	8.6%	Reduced
363	CEP Chicago Equity Partners Chicago, Illinois	$202M	+$41.4M	5	5.63%	Increased
364	SCGE Management Menlo Park, California	$201M	-$28.5M	6	32.49%	Reduced
365	Alkeon Capital Management New York	$201M	-$97.1M	5	4.18%	Reduced
366	AXA Accel X Associates Palo Alto, California	$199M	$0	1	60.87%	Maintained
367	Madison Investment Holdings Madison, Wisconsin	$198M	-$17.7M	7	4.35%	Reduced
368	Utah Retirement Systems Salt Lake City, Utah	$196M	-$6.92M	17	5.61%	Reduced
369	Haverford Trust Company Radnor, Pennsylvania	$196M	+$9.89M	5	5.68%	Increased
370	RCM Riverhead Capital Management Wilmington, Delaware	$195M	-$3.86M	10	3.07%	Reduced
371	Oregon Public Employees Retirement Fund Tigard, Oregon	$195M	-$3.25M	13	4.85%	Reduced
372	Mondrian Investment Partners London, United Kingdom	$195M	+$11.1M	3	4.13%	Increased
373	GVI Green Valley Investors Wilmington, Delaware	$195M	$0	1	4.17%	Maintained
374	Whale Rock Capital Management Boston, Massachusetts	$194M	-$39.3M	5	19.28%	Reduced
375	GL GLG LLC New York	$194M	-$34.5M	8	4.85%	Reduced