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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	KM Kora Management Brooklyn, New York	$779M	$0	1	90.8%	Maintained
352	Employees Retirement System of Texas Austin, Texas	$779M	-$24M	22	8.71%	Reduced
353	Riverbridge Partners Minneapolis, Minnesota	$777M	+$114M	8	7.69%	Increased
354	Yousif Capital Management Bloomfield Hills, Michigan	$772M	+$734M	36	7.99%	New
355	AKRE Capital Management Middleburg, Virginia	$772M	+$113K	2	4.31%	Increased
356	Personal Capital Advisors Redwood City, California	$771M	+$26.7M	10	3.55%	Increased
357	CIP CAS Investment Partners Westport, Connecticut	$768M	+$2.55M	1	40.09%	Increased
358	MLICM Metropolitan Life Insurance Company (MetLife) New York	$768M	-$21.1M	59	10.43%	Reduced
359	Verition Fund Management Greenwich, Connecticut	$765M	-$324M	43	5.52%	Reduced
360	VanEck Associates New York	$761M	+$75.8M	25	1.76%	Increased
361	General Atlantic New York	$759M	+$1.13M	5	5.86%	Increased
362	AGF Investments Inc Toronto, Ontario, Canada	$759M	+$110M	21	5.47%	Increased
363	Voloridge Investment Management Jupiter, Florida	$750M	+$211M	43	4.1%	Increased
364	AIM Allen Investment Management New York	$750M	-$81.1M	14	9.4%	Reduced
365	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$748M	$0	1	16.68%	Maintained
366	Employees Provident Fund Board Shah Alam, Malaysia	$747M	-$43.3M	4	12.3%	Reduced
367	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$741M	+$3.43M	20	9.84%	Increased
368	Vontobel Holding Zurich, Switzerland	$738M	-$515M	36	6.14%	Reduced
369	B. Metzler seel. Sohn & Co Frankfurt, Germany	$738M	+$37.2M	31	9.59%	Increased
370	SRS Investment Management New York	$735M	+$31M	3	8.7%	Increased
371	Blackhill Capital Morristown, New Jersey	$732M	$0	3	62.56%	Maintained
372	Factory Mutual Insurance Waltham, Massachusetts	$729M	-$118M	4	10.52%	Reduced
373	ACA Abdiel Capital Advisors New York	$726M	+$74.9M	2	22.22%	Increased
374	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$725M	+$10.6M	27	7%	Increased
375	CFM Coronation Fund Managers Cape Town, South Africa	$719M	+$22.9M	10	26.39%	Increased