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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	Saturna Capital Bellingham, Washington	$207M	-$651K	7	5.54%	Reduced
377	Capstone Investment Advisors New York	$206M	+$185M	3	2.32%	Increased
378	WestEnd Advisors Charlotte, North Carolina	$202M	-$24.7M	2	10.23%	Reduced
379	Sustainable Growth Advisers Stamford, Connecticut	$202M	-$94.9M	3	4.54%	Reduced
380	First Eagle Investment Management New York	$201M	+$6.12M	6	0.5%	Increased
381	Baird Milwaukee, Wisconsin	$200M	+$810K	11	2.81%	Increased
382	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$200M	-$12.3M	13	3%	Reduced
383	Banque Pictet & Cie Geneva 73, Switzerland	$199M	-$25.1M	7	5.12%	Reduced
384	Atalanta Sosnoff Capital New York	$198M	+$2.38M	3	4.89%	Increased
385	MVP Miller Value Partners Sarasota, Florida	$197M	+$9.84M	5	7.9%	Increased
386	Maverick Capital Dallas, Texas	$195M	+$176M	1	2.86%	Increased
387	Laurion Capital Management New York	$192M	+$173M	5	4.1%	Increased
388	AC Axon Capital New York	$191M	+$68.5M	2	13.03%	Increased
389	ArrowMark Colorado Holdings Denver, Colorado	$190M	+$37.9M	11	5.2%	Increased
390	FI Focused Investors Los Angeles, California	$190M	-$1.19M	1	6.97%	Reduced
391	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$188M	+$137M	10	4.82%	Increased
392	Mitsubishi UFJ Asset Management Tokyo, Japan	$187M	-$37.2M	14	5.61%	Reduced
393	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$184M	-$39.9M	11	7.44%	Reduced
394	Utah Retirement Systems Salt Lake City, Utah	$183M	-$384K	15	5.25%	Reduced
395	MAM Marketfield Asset Management New York	$182M	+$188M	1	1.72%	New
396	Appaloosa Management Miami Beach, Florida	$181M	+$13.5M	2	2.67%	Increased
397	Markel Group Glen Allen, Virginia	$179M	+$4.88M	4	5.04%	Increased
398	United Capital Financial Advisors Irving, Texas	$179M	+$2.62M	7	3.1%	Increased
399	Nicholas Company Milwaukee, Wisconsin	$177M	+$6.52M	6	4.16%	Increased
400	Vaughan Nelson Investment Management Houston, Texas	$177M	-$13.1M	3	2.64%	Reduced