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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	Eagle Asset Management St Petersburg, Florida	$197M	-$9.65M	9	1.36%	Reduced
377	Utah Retirement Systems Salt Lake City, Utah	$197M	-$2.72M	17	5.24%	Reduced
378	LSCM Light Street Capital Management Palo Alto, California	$196M	-$8.07M	5	35.74%	Reduced
379	CI Investments Inc Toronto, Ontario, Canada	$194M	-$122M	6	2.21%	Reduced
380	Voloridge Investment Management Jupiter, Florida	$193M	+$5.94M	5	5.5%	Increased
381	Employees Provident Fund Board Shah Alam, Malaysia	$191M	-$34.2M	1	8.15%	Reduced
382	Ladenburg Thalmann Financial Services Miami, Florida	$190M	+$4.1M	46	3.04%	Increased
383	CAM Contour Asset Management New York	$189M	+$34.2M	4	12.83%	Increased
384	Comgest Global Investors Paris, France	$189M	+$37.1M	4	5.75%	Increased
385	B BP London, United Kingdom	$188M	+$6.09M	9	7.48%	Increased
386	Santa Barbara Asset Management Los Angeles, California	$184M	+$942K	1	3.45%	Increased
387	TCM Tran Capital Management San Rafael, California	$183M	-$107M	3	6.22%	Reduced
388	Cambiar Investors Denver, Colorado	$183M	-$4.7M	3	2.59%	Reduced
389	SCM Scopia Capital Management New York	$182M	+$68.1M	1	3.75%	Increased
390	CCM Cornerstone Capital Management Edina, Minnesota	$180M	-$59.5M	3	9.53%	Reduced
391	EverPoint Asset Management Stamford, Connecticut	$180M	+$50.7M	11	3.55%	Increased
392	SCH Sylebra Capital (HK) Hong Kong	$179M	+$5.38M	3	16.85%	Increased
393	Winton Group London, United Kingdom	$179M	-$97.8M	4	2.96%	Reduced
394	PC Pelham Capital London, United Kingdom	$179M	$0	1	85.05%	Maintained
395	Scharf Investments Los Gatos, California	$179M	+$11.7M	2	4.02%	Increased
396	SAM Scopus Asset Management New York	$179M	+$115M	3	2.38%	Increased
397	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$179M	-$1.24M	8	1.99%	Reduced
398	Gabelli Funds Rye, New York	$177M	-$5.18M	14	1.04%	Reduced
399	London Company of Virginia Richmond, Virginia	$177M	+$96.1M	3	1.36%	Increased
400	CIBC Asset Management Toronto, Ontario, Canada	$176M	-$4.26M	19	1.32%	Reduced