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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	HAM HHR Asset Management Berkeley Heights, New Jersey	$250M	-$3.75M	4	11.76%	Reduced
352	FQ First Quadrant Glendale, California	$250M	+$11.8M	13	5.3%	Increased
353	Letko, Brosseau & Associates Montreal, Quebec, Canada	$250M	-$14.4M	2	2.34%	Reduced
354	Martingale Asset Management Boston, Massachusetts	$249M	+$18.3M	11	3.7%	Increased
355	DnB Asset Management Oslo, Norway	$248M	+$41.2M	10	4.88%	Increased
356	PC Pelham Capital London, United Kingdom	$248M	$0	1	91.14%	Maintained
357	OMERS Administration Corp Toronto, Ontario, Canada	$246M	+$55M	11	4.38%	Increased
358	BA Boston Advisors Boston, Massachusetts	$246M	+$41.7M	4	6.07%	Increased
359	VCM Valiant Capital Management San Francisco, California	$245M	-$37M	3	14.86%	Reduced
360	Sentry Investments Toronto, Ontario, Canada	$243M	-$77.9M	1	2.05%	Reduced
361	Artemis Investment Management Edinburgh, United Kingdom	$242M	+$49.2M	6	6.77%	Increased
362	Asset Management One Tokyo, Japan	$242M	+$1.24M	22	3.59%	Increased
363	Eagle Asset Management St Petersburg, Florida	$241M	+$34.8M	10	1.64%	Increased
364	Jacobs Levy Equity Management Florham Park, New Jersey	$240M	-$1.68M	11	4.29%	Reduced
365	CCM Criterion Capital Management San Francisco, California	$240M	+$29.9M	3	9.58%	Increased
366	Handelsbanken Fonder Stockholm, Sweden	$238M	+$63.9M	7	6.98%	Increased
367	Aristotle Capital Management Los Angeles, California	$237M	+$4.8M	2	2.46%	Increased
368	GVI Green Valley Investors Wilmington, Delaware	$236M	-$121M	2	12.1%	Reduced
369	B BP London, United Kingdom	$236M	+$11.9M	9	9.1%	Increased
370	Maverick Capital Dallas, Texas	$234M	+$210M	4	2.77%	Increased
371	PHS PFM Health Sciences San Francisco, California	$233M	+$83.1M	5	6.82%	Increased
372	John W. Bristol & Co New York	$232M	-$37M	3	6.36%	Reduced
373	Jupiter Investment Management London, United Kingdom	$232M	-$32.2M	8	4.01%	Reduced
374	NTC NF Trinity Capital Central, Hong Kong	$231M	-$48.1M	3	25.75%	Reduced
375	ArrowMark Colorado Holdings Denver, Colorado	$229M	-$32.7M	10	4.17%	Reduced