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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	WBC Westpac Banking Corp Sydney, Australia	$337M	-$35.4M	16	5.56%	Reduced
352	Riverbridge Partners Minneapolis, Minnesota	$336M	-$12.8M	5	6.52%	Reduced
353	GTP Global Thematic Partners New York	$336M	-$9.39M	6	15.61%	Reduced
354	VanEck Associates New York	$332M	+$21.8M	9	1.63%	Increased
355	Segall Bryant & Hamill Chicago, Illinois	$332M	+$18.8M	17	5.15%	Increased
356	LSCM Light Street Capital Management Palo Alto, California	$330M	-$69.9M	5	22.08%	Reduced
357	BB&T Securities Richmond, Virginia	$330M	+$7.58M	21	3.19%	Increased
358	HL Financial Services Louisville, Kentucky	$330M	+$11.4M	7	5.08%	Increased
359	LT Lindsell Train London, United Kingdom	$329M	+$798K	1	6.37%	Increased
360	Gotham Asset Management New York	$329M	+$3.92M	24	4.81%	Increased
361	Jacobs Levy Equity Management Florham Park, New Jersey	$326M	+$10.6M	12	4.71%	Increased
362	AIM Allen Investment Management New York	$325M	+$95.2M	11	10.17%	Increased
363	TCM Tybourne Capital Management Hong Kong	$321M	+$4.48M	2	12.5%	Increased
364	HP Hound Partners New York	$320M	+$19.8M	3	13.76%	Increased
365	SAM Shell Asset Management The Hague, Netherlands	$320M	+$2.7M	31	7.06%	Increased
366	Penserra Capital Management Orinda, California	$320M	+$3.33M	36	25.63%	Increased
367	Railway Pension Investments London, United Kingdom	$318M	-$5.89M	7	4.45%	Reduced
368	Boston Trust Walden Boston, Massachusetts	$317M	+$6.9M	6	4.32%	Increased
369	MCIM Meadow Creek Investment Management Atlanta, Georgia	$316M	-$3.33M	19	6.44%	Reduced
370	PointState Capital New York	$316M	+$131M	4	6.23%	Increased
371	LCG Luxor Capital Group New York	$314M	-$91M	5	10.5%	Reduced
372	GVI Green Valley Investors Wilmington, Delaware	$314M	$0	2	16.04%	Maintained
373	Mawer Investment Management Calgary, Alberta, Canada	$314M	-$65.3M	4	2.23%	Reduced
374	FCM Flinton Capital Management Philadelphia, Pennsylvania	$312M	-$12.5M	16	10.25%	Reduced
375	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$310M	+$48.2M	16	2.9%	Increased