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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	HMP HS Management Partners New York	$425M	-$31.7M	3	13.54%	Reduced
352	BAM Brilliance Asset Management Admiralty, Hong Kong, Hong Kong	$424M	+$14.9M	3	99.47%	Increased
353	CC Cederberg Capital London, United Kingdom	$423M	+$21.8M	4	59.41%	Increased
354	VanEck Associates New York	$418M	+$60.4M	13	1.61%	Increased
355	FineMark National Bank & Trust Fort Myers, Florida	$417M	-$1.65M	6	20.88%	Reduced
356	AAM Anglepoint Asset Management George Town, Cayman Islands	$416M	+$388M	8	50.05%	New
357	AIMH AIA Investment Management (HK) Hong Kong	$412M	+$367M	3	77.25%	New
358	Moore Capital Management New York	$409M	+$153M	7	13.38%	Increased
359	Manning & Napier Group Fairport, New York	$409M	-$41.6M	7	4.42%	Reduced
360	LT Lindsell Train London, United Kingdom	$409M	+$39.8M	1	6.54%	Increased
361	Menora Mivtachim Holdings Ramat Gan, Israel	$408M	+$21.8M	5	9.73%	Increased
362	AIM Allen Investment Management New York	$407M	+$28.1M	11	9.69%	Increased
363	Stockbridge Partners Boston, Massachusetts	$406M	+$67.1M	2	14.73%	Increased
364	TCW Group Los Angeles, California	$403M	-$29.9M	5	4.46%	Reduced
365	Norinchukin Bank Tokyo, Japan	$400M	-$26.6M	9	5.22%	Reduced
366	SAM Shell Asset Management The Hague, Netherlands	$399M	-$9.03M	31	8.59%	Reduced
367	ARK Investment Management St. Petersburg, Florida	$399M	+$77.6M	13	10.05%	Increased
368	Driehaus Capital Management Chicago, Illinois	$398M	+$16M	12	10.57%	Increased
369	First Pacific Advisors El Segundo, California	$393M	+$66M	4	3.74%	Increased
370	Hosking Partners London, United Kingdom	$392M	-$1.25M	8	9.53%	Reduced
371	CCM Composite Capital Management Hong Kong	$390M	+$329M	2	73.82%	New
372	Employees Provident Fund Board Shah Alam, Malaysia	$388M	+$44.4M	2	8.19%	Increased
373	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$383M	-$914K	34	1.31%	Reduced
374	Mutual of America Capital Management New York	$380M	-$2.84M	24	4.84%	Reduced
375	Charles Schwab Investment Advisory San Francisco, California	$377M	+$489K	2	0.53%	Increased