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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	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$198M	+$8.6M	8	5.75%	Increased
377	Martingale Asset Management Boston, Massachusetts	$197M	+$14.7M	10	3.9%	Increased
378	Regions Financial Corp Birmingham, Alabama	$197M	+$42.4M	13	2.62%	Increased
379	Jane Street New York	$197M	+$60.4M	27	1.11%	Increased
380	Oregon Public Employees Retirement Fund Tigard, Oregon	$197M	+$3.88M	12	4.51%	Increased
381	Ladenburg Thalmann Financial Services Miami, Florida	$196M	+$9.67M	46	3.46%	Increased
382	HAM HHR Asset Management Berkeley Heights, New Jersey	$196M	+$8.33M	3	9.26%	Increased
383	LSCM Light Street Capital Management Palo Alto, California	$196M	+$20.6M	6	33.31%	Increased
384	VM Valinor Management New York	$196M	+$42.2M	2	5.63%	Increased
385	Apex Capital Management Dayton, Ohio	$195M	+$4.01M	11	4.3%	Increased
386	MIM Marco Investment Management Atlanta, Georgia	$195M	-$852K	6	28.15%	Reduced
387	Vaughan Nelson Investment Management Houston, Texas	$193M	-$44.5M	3	2.44%	Reduced
388	SGAM Smith Group Asset Management Dallas, Texas	$192M	-$62.4M	9	5.75%	Reduced
389	Scharf Investments Los Gatos, California	$191M	+$7.51M	2	4.45%	Increased
390	SCH Sylebra Capital (HK) Hong Kong	$189M	+$40.2M	3	17.95%	Increased
391	Iconiq Capital San Francisco, California	$188M	-$125K	2	35.03%	Reduced
392	Cambiar Investors Denver, Colorado	$188M	-$20.5M	3	2.69%	Reduced
393	Alkeon Capital Management New York	$187M	+$1.24M	2	3.85%	Increased
394	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$185M	-$43.4M	20	1.43%	Reduced
395	B BP London, United Kingdom	$184M	-$3.36M	11	7.41%	Reduced
396	Gabelli Funds Rye, New York	$183M	+$6.43M	14	1.11%	Increased
397	Haverford Trust Company Radnor, Pennsylvania	$183M	+$8.04M	5	4.75%	Increased
398	SCM Shapiro Capital Management Atlanta, Georgia	$182M	+$61.9M	3	5.28%	Increased
399	DnB Asset Management Oslo, Norway	$182M	+$20.8M	8	3.8%	Increased
400	CIBC Asset Management Toronto, Ontario, Canada	$181M	+$4.78M	15	1.35%	Increased