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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	UBS O'Connor Chicago, Illinois	$230M	-$75.7M	11	4.44%	Reduced
352	Fjarde Ap-fonden Stockholm, Sweden	$230M	-$22.3M	10	5.4%	Reduced
353	HCM Hitchwood Capital Management New York	$230M	-$16.9M	4	7.97%	Reduced
354	Nicholas Company Milwaukee, Wisconsin	$230M	+$29.1M	8	5.13%	Increased
355	Letko, Brosseau & Associates Montreal, Quebec, Canada	$228M	-$21.2M	2	2.09%	Reduced
356	AWM Ashmore Wealth Management Wilmington, Delaware	$228M	+$14.9M	2	13.42%	Increased
357	Employees Provident Fund Board Shah Alam, Malaysia	$227M	+$9.94M	2	7.77%	Increased
358	NM NWI Management New York	$227M	+$118M	2	18.2%	Increased
359	FQ First Quadrant Glendale, California	$226M	-$19.8M	14	4.65%	Reduced
360	IIM Ivory Investment Management New York	$225M	-$37M	2	9.21%	Reduced
361	Aristotle Capital Management Los Angeles, California	$224M	-$117K	2	2.12%	Reduced
362	TimesSquare Capital Management New York	$224M	-$95.6M	4	1.5%	Reduced
363	ACM Atlanta Capital Management Atlanta, Georgia	$224M	-$6.74M	2	1.43%	Reduced
364	MICM Matthews International Capital Management San Francisco, California	$223M	-$24M	5	11.52%	Reduced
365	Envestnet Asset Management Chicago, Illinois	$221M	+$1.6M	36	0.8%	Increased
366	Haverford Trust Company Radnor, Pennsylvania	$220M	-$1.45M	5	5.33%	Reduced
367	Utah Retirement Systems Salt Lake City, Utah	$220M	+$47.1K	17	5.53%	Increased
368	Regions Financial Corp Birmingham, Alabama	$220M	+$2.5M	13	2.69%	Increased
369	ArrowMark Colorado Holdings Denver, Colorado	$219M	+$1.8M	9	3.46%	Increased
370	Santa Barbara Asset Management Los Angeles, California	$219M	-$5.48M	1	3.96%	Reduced
371	VCM Valiant Capital Management San Francisco, California	$218M	-$24M	3	15.72%	Reduced
372	PC Pelham Capital London, United Kingdom	$217M	$0	1	100%	Maintained
373	Eagle Asset Management St Petersburg, Florida	$216M	-$23M	7	1.42%	Reduced
374	B BP London, United Kingdom	$215M	-$4.72M	9	8.09%	Reduced
375	John W. Bristol & Co New York	$214M	-$9.07M	3	6.03%	Reduced