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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	$381M	+$21.7M	17	5.81%	Increased
352	AIA Group Hong Kong	$380M	+$357M	9	78.98%	Increased
353	Hosking Partners London, United Kingdom	$377M	-$15.1M	7	9.2%	Reduced
354	Atalanta Sosnoff Capital New York	$372M	-$13.2M	5	11.7%	Reduced
355	AIM Allen Investment Management New York	$367M	+$34.7M	12	10.48%	Increased
356	ACA Abdiel Capital Advisors New York	$366M	-$103M	2	23.41%	Reduced
357	Scotia Capital Toronto, Ontario, Canada	$364M	-$3.28M	13	4.44%	Reduced
358	WA WFM Asia Road Town, Tortola, British Virgin Islands	$363M	+$31.9M	4	37.37%	Increased
359	TI TT International London, United Kingdom	$363M	+$82.4M	1	27%	Increased
360	GBCP Glade Brook Capital Partners Greenwich, Connecticut	$362M	+$331M	1	57.03%	New
361	PineBridge Investments New York	$361M	+$98.8M	17	5.87%	Increased
362	SRS Investment Management New York	$361M	+$50M	4	7.72%	Increased
363	FineMark National Bank & Trust Fort Myers, Florida	$360M	+$1.76M	4	20.01%	Increased
364	Mondrian Investment Partners London, United Kingdom	$359M	-$1.74M	4	11.48%	Reduced
365	FAM Foxhaven Asset Management Charlottesville, Virginia	$357M	-$33.4M	5	15.68%	Reduced
366	Moore Capital Management New York	$357M	+$60.8M	11	8.41%	Increased
367	General Atlantic New York	$356M	+$306M	2	20.78%	Increased
368	Manning & Napier Group Fairport, New York	$356M	+$47.6M	10	3.87%	Increased
369	MCIM Meadow Creek Investment Management Atlanta, Georgia	$353M	+$8.16M	22	7.03%	Increased
370	Castle Hook Partners New York	$352M	+$64.4M	6	16.35%	Increased
371	Appaloosa LP Short Hills, New Jersey	$350M	-$90.5M	1	3.78%	Reduced
372	MAM Myriad Asset Management North Point, Hong Kong	$350M	+$182M	8	32.73%	Increased
373	Riverbridge Partners Minneapolis, Minnesota	$349M	-$11.7M	5	6.6%	Reduced
374	BB&T Securities Richmond, Virginia	$348M	+$10.9M	22	3.17%	Increased
375	Norinchukin Bank Tokyo, Japan	$347M	-$139M	9	5.33%	Reduced