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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	BA Boston Advisors Boston, Massachusetts	$261M	-$26.7M	6	6.01%	Reduced
352	Utah Retirement Systems Salt Lake City, Utah	$260M	-$6.94M	16	6.07%	Reduced
353	Xact Kapitalforvaltning Stockholm, Sweden	$258M	-$1.76M	16	7.83%	Reduced
354	TC Tairen Capital Hong Kong	$258M	+$62.6M	2	58.38%	Increased
355	Capital Fund Management (CFM) Paris, France	$257M	+$5.61M	17	2.07%	Increased
356	Boston Trust Walden Boston, Massachusetts	$255M	-$33.1M	6	4.09%	Reduced
357	HCM Holland Capital Management Chicago, Illinois	$250M	-$20.6M	3	10.97%	Reduced
358	Haverford Trust Company Radnor, Pennsylvania	$250M	+$13M	5	5.46%	Increased
359	Eagle Asset Management St Petersburg, Florida	$250M	+$64.9K	8	1.51%	Increased
360	WP Wedgewood Partners St Louis, Missouri	$248M	-$73.5M	1	7.6%	Reduced
361	Santa Barbara Asset Management Los Angeles, California	$247M	-$8.8M	1	4.15%	Reduced
362	AWM Ashmore Wealth Management Wilmington, Delaware	$247M	-$31.1M	2	13.78%	Reduced
363	TimesSquare Capital Management New York	$246M	-$39.7M	4	1.59%	Reduced
364	GVI Green Valley Investors Wilmington, Delaware	$246M	-$9.6M	2	12%	Reduced
365	TAM Tyers Asset Management Austin, Texas	$246M	-$13.1M	15	9.02%	Reduced
366	AIA Group Hong Kong	$245M	+$27.1M	7	48.78%	Increased
367	Janney Montgomery Scott Philadelphia, Pennsylvania	$245M	+$4.46M	13	3.06%	Increased
368	OAM Origin Asset Management London, United Kingdom	$244M	+$25.5M	8	15.02%	Increased
369	SCM Scopia Capital Management New York	$244M	-$168M	1	5.04%	Reduced
370	NA Neuburgh Advisers Los Angeles, California	$244M	-$11.4M	19	9.24%	Reduced
371	CG Cutler Group San Francisco, California	$244M	+$46.1M	52	9%	Increased
372	SRS Investment Management New York	$243M	-$40.1M	3	5.87%	Reduced
373	Assenagon Asset Management Senningerberg, Luxembourg	$243M	+$236M	4	5.25%	Increased
374	Hotchkis & Wiley Capital Management Los Angeles, California	$241M	-$21.4M	3	0.97%	Reduced
375	Commerce Bank Kansas City, Missouri	$240M	-$10.2M	9	3.37%	Reduced