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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	NTC NF Trinity Capital Central, Hong Kong	$221M	+$9.92M	3	24.23%	Increased
352	CIM Contrarius Investment Management St. Helier, Jersey	$219M	+$79.4M	7	18.68%	Increased
353	SRS Investment Management New York	$219M	+$75.5M	2	6.67%	Increased
354	Fjarde Ap-fonden Stockholm, Sweden	$218M	-$985K	8	5.05%	Reduced
355	UBS O'Connor Chicago, Illinois	$215M	-$189M	11	4.65%	Reduced
356	Jupiter Investment Management London, United Kingdom	$212M	-$44.4M	8	3.97%	Reduced
357	FQ First Quadrant Glendale, California	$211M	-$15.3M	15	4.65%	Reduced
358	HAM HHR Asset Management Berkeley Heights, New Jersey	$210M	-$1.7M	4	10.68%	Reduced
359	Vaughan Nelson Investment Management Houston, Texas	$209M	+$10.8M	3	2.65%	Increased
360	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$209M	+$18.6M	20	1.53%	Increased
361	Asset Management One Tokyo, Japan	$207M	+$33.1M	20	3.1%	Increased
362	Jacobs Levy Equity Management Florham Park, New Jersey	$207M	-$16M	10	4.28%	Reduced
363	Martingale Asset Management Boston, Massachusetts	$204M	-$209K	8	3.38%	Reduced
364	SHIM Spruce House Investment Management New York	$203M	$0	1	28.35%	Maintained
365	LCG Luxor Capital Group New York	$203M	+$30.3M	3	5.37%	Increased
366	Regions Financial Corp Birmingham, Alabama	$203M	+$6.33M	13	2.64%	Increased
367	JC Joho Capital New York	$203M	+$697K	4	55.26%	Increased
368	MICM Matthews International Capital Management San Francisco, California	$202M	+$12.2M	5	8.85%	Increased
369	Atalanta Sosnoff Capital New York	$202M	-$41.9M	3	6.73%	Reduced
370	Oregon Public Employees Retirement Fund Tigard, Oregon	$202M	+$7.68M	12	4.51%	Increased
371	CAM ClariVest Asset Management San Diego, California	$201M	-$1.2M	10	5.98%	Reduced
372	SCM Shapiro Capital Management Atlanta, Georgia	$200M	+$10.8M	3	5.55%	Increased
373	TGA Trilogy Global Advisors Winter Park, Florida	$200M	-$12.3M	3	6.15%	Reduced
374	AEGON Asset Management (UK) Edinburgh, United Kingdom	$199M	+$28.6M	6	5.71%	Increased
375	QS Investors New York	$197M	-$8.64M	28	1.68%	Reduced