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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	CLC Charles-Lim Capital Central, Hong Kong	$302M	+$7.4M	3	61.87%	Increased
352	AGF Investments Inc Toronto, Ontario, Canada	$298M	-$10.9M	6	3.24%	Reduced
353	HMP HS Management Partners New York	$294M	+$68.5M	2	9.34%	Increased
354	FQ First Quadrant Glendale, California	$294M	+$8.4M	12	5.62%	Increased
355	Commerce Bank Kansas City, Missouri	$293M	+$308K	9	3.87%	Increased
356	Walleye Trading New York	$292M	+$120M	28	1.68%	Increased
357	VanEck Associates New York	$291M	+$14.5M	7	1.44%	Increased
358	Dai-ichi Life Insurance Company Tokyo, Japan	$291M	+$561K	15	6.01%	Increased
359	SAM Shell Asset Management The Hague, Netherlands	$288M	+$7.11M	24	5.73%	Increased
360	Santa Barbara Asset Management Los Angeles, California	$287M	+$1.48M	1	4.41%	Increased
361	Capital Fund Management (CFM) Paris, France	$285M	+$51.5M	23	1.71%	Increased
362	Harvard Management Company Boston, Massachusetts	$284M	+$291M	1	34.77%	New
363	Hardman Johnston Global Advisors Stamford, Connecticut	$283M	-$25.1M	3	12.02%	Reduced
364	Boston Trust Walden Boston, Massachusetts	$282M	-$3.15M	6	4.28%	Reduced
365	Gotham Asset Management New York	$282M	+$90.7M	17	3.94%	Increased
366	PCM Prime Capital Management Hong Kong	$281M	+$144M	2	53.6%	Increased
367	GH GAM Holding Zurich, Switzerland	$281M	+$11.2M	21	9.9%	Increased
368	TimesSquare Capital Management New York	$280M	-$74.9M	4	1.91%	Reduced
369	MG Meritage Group San Francisco, California	$280M	-$101M	1	4.87%	Reduced
370	PC Pelham Capital London, United Kingdom	$278M	-$95.7M	1	84.75%	Reduced
371	GVI Green Valley Investors Wilmington, Delaware	$278M	$0	2	13.24%	Maintained
372	Norinchukin Bank Tokyo, Japan	$278M	+$22.8M	8	4.64%	Increased
373	MAMU Marathon Asset Management (UK) London, United Kingdom	$276M	+$33.8M	5	4.26%	Increased
374	Harvest Fund Management Beijing, China	$275M	-$11M	8	44%	Reduced
375	QIM Quantitative Investment Management Charlottesville, Virginia	$275M	-$112M	18	4.78%	Reduced