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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	TGA Trilogy Global Advisors Winter Park, Florida	$164M	+$8.81M	5	3.27%	Increased
377	GAMCO Investors Greenwich, Connecticut	$164M	-$6.27M	10	0.88%	Reduced
378	IACCA IDG-Accel China Capital Associates Central, Hong Kong	$162M	$0	1	100%	Maintained
379	Natixis Advisors Boston, Massachusetts	$161M	+$6.43M	16	2.48%	Increased
380	CCM Cornerstone Capital Management Edina, Minnesota	$161M	-$33M	2	5.2%	Reduced
381	ARC Absolute Return Capital Boston, Massachusetts	$160M	-$121M	15	2.31%	Reduced
382	City National Bank Beverly Hills, Delaware	$159M	-$13.7M	8	2.23%	Reduced
383	Asset Management One Tokyo, Japan	$159M	-$6.04M	15	2.5%	Reduced
384	OI Oakbrook Investments Lisle, Illinois	$158M	-$27.7M	8	4.99%	Reduced
385	FQ First Quadrant Glendale, California	$157M	-$24.6M	13	3.56%	Reduced
386	Regions Financial Corp Birmingham, Alabama	$157M	+$503K	13	1.99%	Increased
387	BWA Brave Warrior Advisors New York	$156M	-$590K	1	6.32%	Reduced
388	Chilton Investment Company Stamford, Connecticut	$154M	+$12.4M	4	4.78%	Increased
389	LSCM Light Street Capital Management Palo Alto, California	$154M	+$22.1M	6	28.14%	Increased
390	KIG Kovitz Investment Group Chicago, Illinois	$153M	-$16.4M	4	7.85%	Reduced
391	Vontobel Asset Management New York	$152M	+$58M	4	1.76%	Increased
392	Oregon Public Employees Retirement Fund Tigard, Oregon	$151M	-$862K	10	3.94%	Reduced
393	IIM Ivory Investment Management New York	$150M	+$55M	7	6.34%	Increased
394	Andra AP-fonden Goteborg, Sweden	$149M	+$11.2M	7	3.45%	Increased
395	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$149M	-$8.29M	9	1.78%	Reduced
396	AGA Altrinsic Global Advisors Stamford, Connecticut	$148M	-$5.54M	1	2.55%	Reduced
397	AR Advisory Research Chicago, Illinois	$148M	+$14.2M	8	1.53%	Increased
398	DVC Deer VII & Co Larchmont, New York	$146M	-$19.5M	1	38.17%	Reduced
399	Driehaus Capital Management Chicago, Illinois	$146M	-$14.8M	10	4.59%	Reduced
400	Sit Investment Associates Minneapolis, Minnesota	$146M	-$40.8M	6	2.56%	Reduced