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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	MN Services Vermogensbeheer The Hague, Netherlands	$342M	-$2.55M	12	8.03%	Reduced
352	VVP Vulcan Value Partners Birmingham, Alabama	$341M	+$2.7M	1	2.49%	Increased
353	GP Galileo PTC Road Town, Tortola, British Virgin Islands	$341M	+$355M	1	83.74%	New
354	CAM Contour Asset Management New York	$341M	+$37.8M	5	11.92%	Increased
355	MCIM Meadow Creek Investment Management Atlanta, Georgia	$340M	+$5.3M	16	6.71%	Increased
356	Amalgamated Bank New York	$336M	-$18.9M	21	8.32%	Reduced
357	NA Neuburgh Advisers Los Angeles, California	$333M	-$1.36M	18	10.74%	Reduced
358	MG Meritage Group San Francisco, California	$332M	-$53.9M	1	5.16%	Reduced
359	Aristotle Capital Management Los Angeles, California	$332M	+$21.6M	3	1.93%	Increased
360	Balyasny Asset Management Chicago, Illinois	$331M	-$186M	26	1.5%	Reduced
361	PointState Capital New York	$330M	-$79.3M	3	4.34%	Reduced
362	BB&T Securities Richmond, Virginia	$329M	+$20.7M	17	3.24%	Increased
363	Advisors Asset Management Monument, Colorado	$328M	+$13.1M	27	5.37%	Increased
364	Nissay Asset Management Tokyo, Japan	$327M	+$7.79M	15	8.8%	Increased
365	SA SPO Advisory San Anselmo, California	$327M	+$87.5M	2	7.99%	Increased
366	VIP Vantage Investment Partners Kansas City, Missouri	$325M	+$175M	5	20.49%	Increased
367	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$323M	+$65.2M	2	7.97%	Increased
368	Sterling Capital Management Charlotte, North Carolina	$322M	+$15.5M	15	2.91%	Increased
369	WBC Westpac Banking Corp Sydney, Australia	$322M	-$39.7M	17	5.52%	Reduced
370	MAMU Marathon Asset Management (UK) London, United Kingdom	$322M	+$1.78M	5	4.07%	Increased
371	PIM Platinum Investment Management Sydney Australia 2000, Australia	$322M	-$288M	7	9.12%	Reduced
372	Davenport & Co Richmond, Virginia	$319M	+$2.16M	11	3.7%	Increased
373	AWM Ashmore Wealth Management Wilmington, Delaware	$319M	-$6.07M	3	16.27%	Reduced
374	SCM Scopia Capital Management New York	$318M	-$87.8M	2	6.12%	Reduced
375	Employees Provident Fund Board Shah Alam, Malaysia	$318M	-$83.1M	2	8.77%	Reduced