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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	State of Alaska Department of Revenue Juneau, Alaska	$282M	-$2.78M	23	5.45%	Reduced
352	SC Spinnaker Capital Boston, Massachusetts	$281M	-$31M	1	99.82%	Reduced
353	Gotham Asset Management New York	$280M	-$50.4M	22	4.35%	Reduced
354	FCM Flinton Capital Management Philadelphia, Pennsylvania	$278M	-$511K	15	10.52%	Reduced
355	AL AJO LP Philadelphia, Pennsylvania	$276M	-$130M	13	1.55%	Reduced
356	Parallax Volatility Advisers San Francisco, California	$275M	+$40M	37	0.36%	Increased
357	Hudson Bay Capital Management Stamford, Connecticut	$274M	+$99.7M	12	3.67%	Increased
358	BB&T Securities Richmond, Virginia	$273M	+$16M	18	3.03%	Increased
359	GVI Green Valley Investors Wilmington, Delaware	$272M	+$24.1M	2	15.64%	Increased
360	Scotia Capital Toronto, Ontario, Canada	$272M	+$5.2M	10	4.02%	Increased
361	MCM Manchester Capital Management Manchester, Vermont	$271M	+$7M	12	41.33%	Increased
362	Dragoneer Investment Group San Francisco, California	$271M	+$58.5M	8	21.12%	Increased
363	SCM Scopia Capital Management New York	$270M	+$45.7M	2	9.16%	Increased
364	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$270M	+$64.3M	2	8.94%	Increased
365	Jacobs Levy Equity Management Florham Park, New Jersey	$269M	+$8.56M	15	4.72%	Increased
366	MCIM Meadow Creek Investment Management Atlanta, Georgia	$267M	+$11.8M	18	6.2%	Increased
367	Segall Bryant & Hamill Chicago, Illinois	$267M	-$20M	17	4.6%	Reduced
368	TCM Tybourne Capital Management Hong Kong	$266M	+$194M	1	11.84%	Increased
369	HL Financial Services Louisville, Kentucky	$266M	+$4.21M	5	4.65%	Increased
370	Boston Trust Walden Boston, Massachusetts	$266M	-$3.28M	6	4.23%	Reduced
371	ACA Abdiel Capital Advisors New York	$265M	+$13.8M	2	23.76%	Increased
372	GTP Global Thematic Partners New York	$264M	+$121M	6	14.31%	Increased
373	LSCM Light Street Capital Management Palo Alto, California	$263M	+$51.5M	4	20.1%	Increased
374	SAM Shell Asset Management The Hague, Netherlands	$261M	-$30.7M	27	6.51%	Reduced
375	CBT Capital Bank & Trust Irvine, California	$259M	-$354K	17	3.77%	Reduced