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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	Envestnet Asset Management Chicago, Illinois	$234M	+$5.74M	26	1.06%	Increased
352	QS Investors New York	$233M	-$2.67M	29	2.25%	Reduced
353	Raymond James Financial Services Advisors St. Petersburg, Florida	$231M	+$42.4M	8	2.71%	Increased
354	Fiera Capital (Canada) Montreal, Quebec, Canada	$231M	-$66.7M	12	1.78%	Reduced
355	Vaughan Nelson Investment Management Houston, Texas	$231M	+$59M	4	2.94%	Increased
356	CCM Cantillon Capital Management New York	$227M	-$67.2M	2	4.27%	Reduced
357	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$224M	+$23.3M	21	1.87%	Increased
358	BA Boston Advisors Boston, Massachusetts	$223M	+$151M	5	5.21%	Increased
359	Artemis Investment Management Edinburgh, United Kingdom	$223M	+$31M	5	5.58%	Increased
360	HBK Investments Dallas, Texas	$221M	-$43.5M	16	2.03%	Reduced
361	South Dakota Investment Council Sioux Falls, South Dakota	$219M	+$11.2M	6	4.81%	Increased
362	Boston Trust Walden Boston, Massachusetts	$218M	-$11.2M	7	4.05%	Reduced
363	Cambiar Investors Denver, Colorado	$215M	+$71.8M	3	3.08%	Increased
364	BRC Blue Ridge Capital New York	$211M	-$169M	1	2.34%	Reduced
365	Parallax Volatility Advisers San Francisco, California	$210M	+$78.1M	24	0.43%	Increased
366	FI Fosun International Hong Kong, China	$210M	+$1.85M	2	16.95%	Increased
367	CEP Chicago Equity Partners Chicago, Illinois	$208M	-$6.29M	3	5.52%	Reduced
368	HP Harbourvest Partners Boston, Massachusetts	$207M	-$2.14M	4	75.78%	Reduced
369	Soros Fund Management New York	$207M	-$146M	5	3.42%	Reduced
370	IC Immersion Capital London, United Kingdom	$206M	+$199M	2	85.2%	New
371	Point72 Asset Management Stamford, Connecticut	$206M	-$285M	10	1.7%	Reduced
372	Santa Barbara Asset Management Los Angeles, California	$205M	+$4.41M	1	4.11%	Increased
373	TGA Trilogy Global Advisors Winter Park, Florida	$204M	+$38.7M	4	5.32%	Increased
374	IAM Iridian Asset Management Westport, Connecticut	$204M	+$205M	1	1.68%	New
375	FCI FirstMark Capital I New York	$204M	+$233M	1	100%	New