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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	FAM Foxhaven Asset Management Charlottesville, Virginia	$373M	+$41.6M	6	15.11%	Increased
352	Jacobs Levy Equity Management Florham Park, New Jersey	$372M	+$47.4M	12	4.57%	Increased
353	AIM Allen Investment Management New York	$372M	+$57.9M	11	9.81%	Increased
354	ACA Abdiel Capital Advisors New York	$370M	-$8.94M	2	22.74%	Reduced
355	LCG Luxor Capital Group New York	$368M	+$154M	8	9.75%	Increased
356	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$367M	+$39.2M	15	3.46%	Increased
357	Boston Trust Walden Boston, Massachusetts	$366M	-$116K	7	4.6%	Reduced
358	Norinchukin Bank Tokyo, Japan	$365M	+$4M	9	5.15%	Increased
359	WA WFM Asia Road Town, Tortola, British Virgin Islands	$362M	+$16M	4	43.32%	Increased
360	BB&T Securities Richmond, Virginia	$362M	-$6.05M	22	3.31%	Reduced
361	Riverbridge Partners Minneapolis, Minnesota	$361M	-$19.6M	5	6.85%	Reduced
362	SC US (TTGP) Menlo Park, California	$360M	+$820K	3	15.97%	Increased
363	Marsico Capital Management Denver, Colorado	$360M	-$39.5M	4	14.03%	Reduced
364	Jericho Capital Asset Management New York	$357M	-$380M	3	20.4%	Reduced
365	Hosking Partners London, United Kingdom	$356M	+$2.46M	7	9.24%	Increased
366	Amalgamated Bank New York	$354M	+$61.9M	31	7.45%	Increased
367	Fiduciary Management Inc Milwaukee, Wisconsin	$353M	-$156M	1	2.29%	Reduced
368	Pacer Advisors Malvern, Pennsylvania	$352M	+$26.1M	22	7.92%	Increased
369	AIA Group Hong Kong	$352M	-$24M	10	76.16%	Reduced
370	MUFG Securities EMEA London, United Kingdom	$350M	-$54.4M	9	4.18%	Reduced
371	FCM Flinton Capital Management Philadelphia, Pennsylvania	$349M	+$689K	16	10.84%	Increased
372	Aristotle Capital Management Los Angeles, California	$345M	+$689K	3	1.83%	Increased
373	PineBridge Investments New York	$343M	-$35.1M	19	5.56%	Reduced
374	SAM Shell Asset Management The Hague, Netherlands	$343M	+$18M	32	7.83%	Increased
375	Railway Pension Investments London, United Kingdom	$342M	-$5.73M	9	4.16%	Reduced