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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	Santa Barbara Asset Management Los Angeles, California	$218M	+$3.2M	1	4.38%	Increased
377	General Atlantic New York	$216M	-$276M	1	9.83%	Reduced
378	KDA KPCB DGF Associates Menlo Park, California	$216M	$0	1	49.59%	Maintained
379	Utah Retirement Systems Salt Lake City, Utah	$216M	-$6.98M	16	5.73%	Reduced
380	RCM Riverhead Capital Management Wilmington, Delaware	$215M	+$2.71M	7	3.26%	Increased
381	LSV Asset Management Chicago, Illinois	$214M	+$18.5M	8	0.44%	Increased
382	Frontier Capital Management Boston, Massachusetts	$214M	-$15.4M	7	1.54%	Reduced
383	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$213M	+$8.62M	10	2.29%	Increased
384	GVI Green Valley Investors Wilmington, Delaware	$213M	$0	1	4.1%	Maintained
385	Two Sigma Advisers New York	$212M	-$27.6M	27	1.58%	Reduced
386	MICM Matthews International Capital Management San Francisco, California	$211M	+$38.3M	4	7.33%	Increased
387	MVP Miller Value Partners Sarasota, Florida	$210M	-$22.8M	6	7.29%	Reduced
388	Samlyn Capital New York	$210M	+$79.9M	3	3.34%	Increased
389	Oregon Public Employees Retirement Fund Tigard, Oregon	$210M	+$11.4M	12	4.87%	Increased
390	FTCM Fir Tree Capital Management New York	$208M	$0	2	3.31%	Maintained
391	WM WS Management Jacksonville, Florida	$208M	+$6.65M	2	7.2%	Increased
392	Iconiq Capital San Francisco, California	$207M	+$33.6M	3	37.05%	Increased
393	Kornitzer Capital Management Shawnee Mission, Kansas	$207M	-$64.4M	9	2.81%	Reduced
394	Axiom Investors Greenwich, Connecticut	$206M	+$54.9M	3	5.91%	Increased
395	Haverford Trust Company Radnor, Pennsylvania	$205M	+$2.55M	5	5.63%	Increased
396	AXA Accel X Associates Palo Alto, California	$204M	+$279M	1	89.33%	New
397	Apex Capital Management Dayton, Ohio	$204M	+$8.94M	10	4.35%	Increased
398	Mitsubishi UFJ Asset Management Tokyo, Japan	$203M	-$7.34M	15	6.24%	Reduced
399	Analytic Investors Los Angeles, California	$203M	+$1.3M	9	2.84%	Increased
400	Gotham Asset Management New York	$202M	-$55.8M	12	1.69%	Reduced