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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	B BP London, United Kingdom	$252M	-$6.9M	8	9.56%	Reduced
352	HH HSG Holding Na, Hong Kong	$252M	-$86.7M	3	40.14%	Reduced
353	NA Neuburgh Advisers Los Angeles, California	$251M	+$9.34M	19	9.95%	Increased
354	Envestnet Asset Management Chicago, Illinois	$251M	-$3.57M	35	0.8%	Reduced
355	Hotchkis & Wiley Capital Management Los Angeles, California	$250M	+$388K	2	0.98%	Increased
356	GHP Great Hill Partners Boston, Massachusetts	$249M	-$19.8M	1	100%	Reduced
357	Haverford Trust Company Radnor, Pennsylvania	$249M	+$720K	5	5.69%	Increased
358	London Company of Virginia Richmond, Virginia	$249M	-$5.01M	4	1.64%	Reduced
359	I.G. Investment Management Winnipeg, Manitoba, Canada	$248M	-$93.3M	8	1.27%	Reduced
360	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$248M	-$32.3M	14	2.13%	Reduced
361	CCM Criterion Capital Management San Francisco, California	$245M	+$1.73M	2	9.01%	Increased
362	Commerce Bank Kansas City, Missouri	$245M	+$5.88M	9	3.49%	Increased
363	Xact Kapitalforvaltning Stockholm, Sweden	$245M	+$10.2M	16	7.54%	Increased
364	Regions Financial Corp Birmingham, Alabama	$244M	-$2.71M	13	2.88%	Reduced
365	TimesSquare Capital Management New York	$242M	-$6.57M	4	1.57%	Reduced
366	Aristotle Capital Management Los Angeles, California	$242M	-$5.57M	3	2.2%	Reduced
367	Scharf Investments Los Gatos, California	$241M	-$13M	2	5.77%	Reduced
368	GVI Green Valley Investors Wilmington, Delaware	$238M	+$151K	2	11.71%	Increased
369	Eagle Asset Management St Petersburg, Florida	$238M	-$5.38M	9	1.5%	Reduced
370	Capital Fund Management (CFM) Paris, France	$236M	-$152M	16	1.97%	Reduced
371	Columbia Wanger Asset Management Chicago, Illinois	$236M	+$142M	5	3.31%	Increased
372	SCH Sylebra Capital (HK) Hong Kong	$235M	-$18.2M	3	20.91%	Reduced
373	OMERS Administration Corp Toronto, Ontario, Canada	$234M	+$19.4M	9	3.12%	Increased
374	BAM Baring Asset Management London, United Kingdom	$234M	+$35.1M	4	16.35%	Increased
375	HCM Hitchwood Capital Management New York	$234M	-$36.6M	4	8.69%	Reduced