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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	RCM Riverhead Capital Management Wilmington, Delaware	$217M	-$13.3M	7	3.26%	Reduced
377	Banque Pictet & Cie Geneva 73, Switzerland	$214M	-$10.6M	7	5.58%	Reduced
378	BWA Brave Warrior Advisors New York	$214M	-$23.8M	1	6.53%	Reduced
379	GL GLG LLC New York	$214M	+$52.6M	14	6.09%	Increased
380	Santa Barbara Asset Management Los Angeles, California	$213M	+$6.82M	1	4.12%	Increased
381	Fort Washington Investment Advisors Cincinnati, Ohio	$211M	+$34.8M	7	4.2%	Increased
382	Sit Investment Associates Minneapolis, Minnesota	$211M	+$57.5M	6	3.65%	Increased
383	Crawford Investment Counsel Atlanta, Georgia	$210M	+$4.62M	4	7.6%	Increased
384	AEGON Asset Management (UK) Edinburgh, United Kingdom	$208M	+$194M	5	5.47%	Increased
385	Horizon Kinetics New York	$208M	-$36.8M	11	2.87%	Reduced
386	Mitsubishi UFJ Asset Management Tokyo, Japan	$208M	+$5.59M	14	6.15%	Increased
387	LSV Asset Management Chicago, Illinois	$208M	+$9.11M	8	0.43%	Increased
388	Creative Planning Overland Park, Kansas	$208M	+$10.2M	39	1.95%	Increased
389	SCGE Management Menlo Park, California	$207M	-$7.34M	6	29.73%	Reduced
390	Cincinnati Financial Corp Fairfield, Ohio	$206M	$0	2	12.46%	Maintained
391	GA Geneva Advisors Chicago, Illinois	$206M	-$40.2M	8	3.73%	Reduced
392	Westwood Holdings Group Dallas, Texas	$206M	-$19.3M	4	1.57%	Reduced
393	Sustainable Growth Advisers Stamford, Connecticut	$205M	-$4.99M	3	4.72%	Reduced
394	EverPoint Asset Management Stamford, Connecticut	$205M	-$20.3M	10	3.87%	Reduced
395	FTCM Fir Tree Capital Management New York	$204M	-$382M	2	2.91%	Reduced
396	AGA Altrinsic Global Advisors Stamford, Connecticut	$204M	-$18.7M	4	4.44%	Reduced
397	DnB Asset Management Oslo, Norway	$202M	-$46.6M	8	4.49%	Reduced
398	Haverford Trust Company Radnor, Pennsylvania	$202M	+$2.09M	5	5.58%	Increased
399	CIM Contrarius Investment Management St. Helier, Jersey	$201M	-$55.9M	5	16.17%	Reduced
400	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$201M	-$105M	10	2.1%	Reduced