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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	SCA Southpoint Capital Advisors New York	$802M	+$169M	5	13.89%	Increased
352	State of Alaska Department of Revenue Juneau, Alaska	$795M	+$6.46M	24	8.04%	Increased
353	EC Eminence Capital New York	$789M	+$269M	5	9.71%	Increased
354	Davenport & Co Richmond, Virginia	$780M	-$15.4M	19	5.99%	Reduced
355	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$779M	+$184M	1	17.21%	Increased
356	WBC Westpac Banking Corp Sydney, Australia	$778M	-$42.2M	28	7.81%	Reduced
357	Huntington National Bank Columbus, Ohio	$763M	+$39.4M	39	7.63%	Increased
358	Xponance Philadelphia, Pennsylvania	$756M	+$25.4M	24	13.9%	Increased
359	Catterton Management Company Greenwich, Connecticut	$749M	-$78.1M	1	35.35%	Reduced
360	CA Capitolis Advisors New York	$747M	+$220M	12	8.78%	Increased
361	CIBC World Markets New York	$745M	-$263M	14	5.18%	Reduced
362	AIM Anatole Investment Management Central, Hong Kong	$744M	+$122M	6	56.7%	Increased
363	CAPTRUST Financial Advisors Raleigh, North Carolina	$740M	+$19.8M	80	6.89%	Increased
364	MN Services Vermogensbeheer The Hague, Netherlands	$739M	+$821M	10	5.74%	New
365	HCM Hitchwood Capital Management New York	$733M	+$75.5M	12	13.44%	Increased
366	Riverbridge Partners Minneapolis, Minnesota	$733M	+$71.3M	6	7.45%	Increased
367	MVP Miller Value Partners Sarasota, Florida	$730M	+$52.9M	11	17.38%	Increased
368	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$724M	+$147M	22	7.6%	Increased
369	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$714M	-$1.95M	30	7.97%	Reduced
370	WMIG White Mountains Insurance Group Hanover, New Hampshire	$713M	$0	1	100%	Maintained
371	Findlay Park Partners London, United Kingdom	$713M	+$159M	2	4.85%	Increased
372	Nissay Asset Management Tokyo, Japan	$712M	+$30.5M	22	6.25%	Increased
373	Comgest Global Investors Paris, France	$711M	+$10.7M	9	9.65%	Increased
374	TPSF Texas Permanent School Fund Austin, Texas	$706M	-$9.48M	21	8.22%	Reduced
375	TCW Group Los Angeles, California	$703M	-$59.3M	15	6.09%	Reduced