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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	PIM Profit Investment Management North Bethesda, Maryland	$144M	-$6.49M	4	5.89%	Reduced
377	First Pacific Advisors El Segundo, California	$144M	-$12.4K	3	1.48%	Reduced
378	BC Brahman Capital New York	$143M	+$12.8M	1	3.6%	Increased
379	FP FPR Partners San Francisco, California	$143M	+$1.18M	1	5.56%	Increased
380	FQ First Quadrant Glendale, California	$142M	-$14.5M	10	3.61%	Reduced
381	TGA Trilogy Global Advisors Winter Park, Florida	$142M	-$51.8M	3	3.07%	Reduced
382	City National Bank Beverly Hills, Delaware	$142M	+$8.58M	7	2.52%	Increased
383	JP Morgan Private Wealth Advisors San Francisco, California	$141M	+$8.86M	8	3.21%	Increased
384	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$140M	-$27.7M	1	3.52%	Reduced
385	DL Delta Lloyd Amsterdam, Netherlands	$139M	-$27.5M	9	5.35%	Reduced
386	TCM Tybourne Capital Management Hong Kong	$139M	-$28.2M	2	16.49%	Reduced
387	Chilton Investment Company Stamford, Connecticut	$138M	+$25.8M	3	3.82%	Increased
388	CAM Capstone Asset Management Houston, Texas	$138M	+$3.62M	19	3.34%	Increased
389	Crawford Investment Counsel Atlanta, Georgia	$135M	+$1.71M	4	5.36%	Increased
390	CCP Clough Capital Partners Boston, Massachusetts	$135M	+$20M	4	4.19%	Increased
391	CI Investments Inc Toronto, Ontario, Canada	$134M	-$23.2M	3	1.51%	Reduced
392	MVP Miller Value Partners Sarasota, Florida	$133M	-$10.7M	3	8.01%	Reduced
393	Placemark Investments Chicago, Illinois	$133M	+$8.46M	15	2.51%	Increased
394	Cincinnati Financial Corp Fairfield, Ohio	$132M	$0	2	10.51%	Maintained
395	CIBC Asset Management Toronto, Ontario, Canada	$131M	-$7.46M	7	0.84%	Reduced
396	Haverford Trust Company Radnor, Pennsylvania	$131M	+$3.01M	4	4.76%	Increased
397	WIM Weitz Investment Management Omaha, Nebraska	$130M	+$6.63M	3	4.91%	Increased
398	Natixis Advisors Boston, Massachusetts	$130M	+$11.3M	14	2.4%	Increased
399	RCM Riverhead Capital Management Wilmington, Delaware	$130M	+$2.09M	7	4.22%	Increased
400	Andra AP-fonden Goteborg, Sweden	$130M	-$3.22M	7	3.3%	Reduced