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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	Ruane, Cunniff & Goldfarb New York	$218M	+$38.9M	7	1.7%	Increased
352	TGA Trilogy Global Advisors Winter Park, Florida	$217M	+$10.5M	3	5.98%	Increased
353	OMERS Administration Corp Toronto, Ontario, Canada	$216M	+$7.04M	13	4.79%	Increased
354	QS Investors New York	$215M	-$20.1M	27	2.05%	Reduced
355	Nicholas Company Milwaukee, Wisconsin	$213M	+$10.5M	7	4.34%	Increased
356	PHS PFM Health Sciences San Francisco, California	$213M	+$40.4M	4	6.56%	Increased
357	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$211M	-$90.6M	17	2.34%	Reduced
358	GTP Global Thematic Partners New York	$210M	+$66M	4	4.48%	Increased
359	Mitsubishi UFJ Asset Management Tokyo, Japan	$210M	+$10.4M	17	5.68%	Increased
360	Santa Barbara Asset Management Los Angeles, California	$208M	-$3.84M	1	4.11%	Reduced
361	WestEnd Advisors Charlotte, North Carolina	$208M	+$41.9M	2	10.08%	Increased
362	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$207M	-$5.67M	7	2.13%	Reduced
363	ArrowMark Colorado Holdings Denver, Colorado	$206M	+$39.8M	10	4.57%	Increased
364	CCM Cornerstone Capital Management Edina, Minnesota	$206M	-$23.6M	3	8.99%	Reduced
365	CAM ClariVest Asset Management San Diego, California	$206M	-$29.1M	9	6.23%	Reduced
366	Harding Loevner Bridgewater, New Jersey	$204M	-$5.07M	2	1.61%	Reduced
367	Eagle Asset Management St Petersburg, Florida	$203M	+$5.43M	9	1.41%	Increased
368	IAM Iridian Asset Management Westport, Connecticut	$203M	+$26.4M	1	1.73%	Increased
369	BA Boston Advisors Boston, Massachusetts	$203M	-$14.4M	5	5%	Reduced
370	Utah Retirement Systems Salt Lake City, Utah	$203M	+$342K	16	5.49%	Increased
371	Whale Rock Capital Management Boston, Massachusetts	$202M	-$54.7M	7	18.8%	Reduced
372	Sustainable Growth Advisers Stamford, Connecticut	$202M	-$14.2M	3	4.44%	Reduced
373	AVC Arlington Value Capital Salt Lake City, Utah	$202M	-$15.9M	2	24.65%	Reduced
374	SHIM Spruce House Investment Management New York	$200M	$0	1	27.11%	Maintained
375	MICM Matthews International Capital Management San Francisco, California	$199M	+$19.3M	5	8.82%	Increased