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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
376	Great Lakes Advisors Chicago, Illinois	$1.03B	+$600M	15	7.84%	Increased
377	OP Asset Management Helsinki,	$1.03B	-$1.8B	28	10.98%	Reduced
378	AEGON Asset Management (UK) Edinburgh, United Kingdom	$1.03B	+$1.93M	7	10.98%	Increased
379	Williams Jones Wealth Management New York	$1.02B	+$42.5M	8	11.56%	Increased
380	Egerton Capital (UK) London, United Kingdom	$1.02B	+$133M	2	9.84%	Increased
381	ARK Investment Management St. Petersburg, Florida	$1.01B	-$25.4M	12	6.54%	Reduced
382	Natixis Paris, France	$1B	-$1.3B	29	4.04%	Reduced
383	Empowered Funds Havertown, Pennsylvania	$1B	+$50.5M	50	5.27%	Increased
384	Sequoia Financial Advisors Akron, Ohio	$999M	+$11.5M	33	4.98%	Increased
385	GGHC Gilder Gagnon Howe & Co New York	$990M	+$58.4M	14	10.22%	Increased
386	Whittier Trust South Pasadena, California	$986M	+$4.52M	22	9.68%	Increased
387	Krane Funds Advisors New York	$985M	+$11.8M	14	34.91%	Increased
388	Whale Rock Capital Management Boston, Massachusetts	$977M	+$129M	4	7.84%	Increased
389	Beacon Pointe Advisors Newport Beach, California	$976M	-$104M	17	4.53%	Reduced
390	GF Fund Management Guangzhou, China	$975M	-$27.4M	11	11.7%	Reduced
391	MA Madrone Advisors Menlo Park, California	$975M	$0	1	69.92%	Maintained
392	Voloridge Investment Management Jupiter, Florida	$969M	+$40.4M	17	4.12%	Increased
393	Mawer Investment Management Calgary, Alberta, Canada	$968M	-$160M	9	6.58%	Reduced
394	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$966M	+$6.23M	13	9.38%	Increased
395	Walleye Capital New York	$958M	-$156M	58	3.42%	Reduced
396	BSL Blue Sparrow LLC Dover, Delaware	$952M	+$676M	6	9.24%	Increased
397	Mairs & Power Inc St Paul, Minnesota	$952M	-$21.5M	4	8.73%	Reduced
398	Oregon Public Employees Retirement Fund Tigard, Oregon	$948M	+$65.5M	25	10.23%	Increased
399	Regions Financial Corp Birmingham, Alabama	$947M	-$7.58M	13	5.65%	Reduced
400	Wealthfront Advisers Palo Alto, California	$942M	+$26.8M	22	1.81%	Increased