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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	Brighton Jones LLC Seattle, Washington	$681M	+$581K	15	31.72%	Increased
352	Employees Provident Fund Board Shah Alam, Malaysia	$680M	-$39.5M	5	11.67%	Reduced
353	AIM Allen Investment Management New York	$673M	+$15.2M	13	9.02%	Increased
354	Dorsal Capital Management Redwood City, California	$670M	+$370M	4	33.51%	Increased
355	SP Summit Partners Boston, Massachusetts	$668M	-$42.9M	2	29.61%	Reduced
356	MSL Mackay Shields LLC New York	$666M	-$26.5M	11	5.86%	Reduced
357	Durable Capital Partners Bethesda, Maryland	$665M	-$429M	7	5.84%	Reduced
358	DSM Capital Partners Palm Beach Gardens, Florida	$663M	-$237M	2	8.85%	Reduced
359	TPG GP A Fort Worth, Texas	$662M	+$562M	4	8.18%	Increased
360	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$660M	-$57.8M	22	8.92%	Reduced
361	Eagle Asset Management St Petersburg, Florida	$659M	-$142M	11	3.38%	Reduced
362	Squarepoint New York	$659M	-$28.3M	78	2.82%	Reduced
363	Regions Financial Corp Birmingham, Alabama	$659M	-$11.9M	16	5.32%	Reduced
364	Select Equity Group New York	$658M	+$274M	5	2.13%	Increased
365	Mutual of America Capital Management New York	$656M	+$1.9M	23	6.98%	Increased
366	Varma Mutual Pension Insurance Co Helsinki, Finland	$656M	+$353M	9	7.59%	Increased
367	EC Eminence Capital New York	$655M	+$201M	5	7.43%	Increased
368	Stockbridge Partners Boston, Massachusetts	$650M	+$155M	3	14.03%	Increased
369	General Atlantic New York	$648M	$0	5	5.92%	Maintained
370	VP Vitruvian Partners London, United Kingdom	$645M	-$221M	3	68.5%	Reduced
371	Atalanta Sosnoff Capital New York	$645M	+$24.9M	6	15.1%	Increased
372	RPA Rose Park Advisors Boston, Massachusetts	$644M	-$386M	1	100%	Reduced
373	AKRE Capital Management Middleburg, Virginia	$644M	-$6.38M	2	4.39%	Reduced
374	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$644M	+$498K	17	6.6%	Increased
375	Alphinity Investment Management Sydney, Australia	$639M	+$113M	2	14.88%	Increased