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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	Jericho Capital Asset Management New York	$285M	+$178M	6	16.17%	Increased
352	HCM Hitchwood Capital Management New York	$284M	+$4.86M	5	12.13%	Increased
353	DnB Asset Management Oslo, Norway	$284M	-$19.3M	11	3.77%	Reduced
354	South Dakota Investment Council Sioux Falls, South Dakota	$283M	-$5.33M	8	5.74%	Reduced
355	Xact Kapitalforvaltning Stockholm, Sweden	$282M	+$6.32M	16	8.08%	Increased
356	Voloridge Investment Management Jupiter, Florida	$281M	+$94.2M	12	6.28%	Increased
357	B BP London, United Kingdom	$280M	-$16M	8	9.93%	Reduced
358	FQ First Quadrant Glendale, California	$272M	-$22.7M	13	5.27%	Reduced
359	Utah Retirement Systems Salt Lake City, Utah	$272M	+$253K	16	6.12%	Increased
360	Janney Montgomery Scott Philadelphia, Pennsylvania	$269M	+$10.9M	18	3.07%	Increased
361	Alyeska Investment Group Chicago, Illinois	$268M	-$218M	8	2%	Reduced
362	OAM Origin Asset Management London, United Kingdom	$266M	-$24.2M	8	16.31%	Reduced
363	WBC Westpac Banking Corp Sydney, Australia	$265M	+$37.8M	21	5.84%	Increased
364	Santa Barbara Asset Management Los Angeles, California	$265M	+$344K	1	4.22%	Increased
365	Simplex Trading Chicago, Illinois	$264M	+$73.6M	32	10.78%	Increased
366	Walleye Trading New York	$264M	+$45.5M	24	1.3%	Increased
367	Boston Trust Walden Boston, Massachusetts	$262M	-$6.8M	6	4.09%	Reduced
368	ExxonMobil Investment Management Irving, Texas	$261M	-$14.9M	8	6.61%	Reduced
369	TimesSquare Capital Management New York	$259M	+$5.46M	4	1.74%	Increased
370	AWM Ashmore Wealth Management Wilmington, Delaware	$257M	-$7.13M	2	13.91%	Reduced
371	Nomura Holdings Tokyo, Japan	$257M	-$109M	19	0.54%	Reduced
372	VM Valinor Management New York	$257M	-$1.3M	3	8.05%	Reduced
373	CBT Capital Bank & Trust Irvine, California	$257M	-$34.8M	14	3.28%	Reduced
374	PHS PFM Health Sciences San Francisco, California	$254M	+$14.5M	4	4.98%	Increased
375	Swiss Life Asset Management Zurich,	$252M	+$10M	6	6.75%	Increased