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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	CAM Contour Asset Management New York	$665M	+$76.9M	8	27.01%	Increased
352	Driehaus Capital Management Chicago, Illinois	$664M	-$82M	21	13.62%	Reduced
353	LSCM Light Street Capital Management Palo Alto, California	$660M	-$103M	10	20.78%	Reduced
354	MVP Miller Value Partners Sarasota, Florida	$659M	+$94M	9	23.64%	Increased
355	AMF Tjänstepension Stockholm, Sweden	$653M	+$12.1M	9	5.96%	Increased
356	Zurich Insurance Group Zurich, Switzerland	$652M	+$2.35B	5	11.3%	Increased
357	Huntington National Bank Columbus, Ohio	$649M	-$1.62M	33	9.49%	Reduced
358	AGF Investments Inc Toronto, Ontario, Canada	$649M	-$170M	18	6.53%	Reduced
359	Swiss Life Asset Management Zurich,	$648M	+$3.96M	9	9.63%	Increased
360	Thornburg Investment Management Santa Fe, New Mexico	$648M	-$71.5M	7	8.56%	Reduced
361	Xponance Philadelphia, Pennsylvania	$643M	-$26.5M	18	15.81%	Reduced
362	KCMH Kontiki Capital Management (HK) Hong Kong	$641M	-$21.8M	2	73.79%	Reduced
363	TCW Group Los Angeles, California	$637M	-$21.9M	12	6.95%	Reduced
364	SCM Suvretta Capital Management New York	$630M	+$38.1M	4	11.35%	Increased
365	Moore Capital Management New York	$627M	+$33.6M	8	11.96%	Increased
366	Första AP-fonden Stockholm, Sweden	$626M	+$129M	11	12.93%	Increased
367	VanEck Associates New York	$624M	+$15.7M	16	1.99%	Increased
368	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$619M	-$62.2M	31	8.6%	Reduced
369	Sarasin & Partners London, United Kingdom	$615M	-$225M	6	8.89%	Reduced
370	Nissay Asset Management Tokyo, Japan	$615M	-$1.27M	16	10.38%	Reduced
371	Artemis Investment Management Edinburgh, United Kingdom	$611M	-$95.4M	7	7.68%	Reduced
372	Manning & Napier Group Fairport, New York	$606M	-$87.1M	6	6.14%	Reduced
373	Atalanta Sosnoff Capital New York	$606M	-$50.3M	7	17.15%	Reduced
374	Brighton Jones LLC Seattle, Washington	$603M	-$4.19M	14	41.7%	Reduced
375	TLA Tree Line Advisors Central, Hong Kong	$597M	$0	3	78.79%	Maintained