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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	SCM Scopia Capital Management New York	$227M	+$3.37M	1	4%	Increased
377	Utah Retirement Systems Salt Lake City, Utah	$225M	-$36.5K	17	5.81%	Reduced
378	QS Investors New York	$224M	-$1.47M	26	1.75%	Reduced
379	ACM Atlanta Capital Management Atlanta, Georgia	$224M	-$61.4M	2	1.48%	Reduced
380	Regions Financial Corp Birmingham, Alabama	$223M	+$3.14M	13	2.87%	Increased
381	SHIM Spruce House Investment Management New York	$223M	$0	1	25.33%	Maintained
382	Envestnet Asset Management Chicago, Illinois	$222M	-$57.2M	25	0.86%	Reduced
383	Ladenburg Thalmann Financial Services Miami, Florida	$221M	+$1.94M	45	3.3%	Increased
384	SCH Sylebra Capital (HK) Hong Kong	$220M	+$645K	3	19.38%	Increased
385	Santa Barbara Asset Management Los Angeles, California	$219M	+$1.66M	1	4.03%	Increased
386	Xact Kapitalforvaltning Stockholm, Sweden	$217M	+$202M	15	7.68%	New
387	Haverford Trust Company Radnor, Pennsylvania	$215M	+$26.8M	5	5.37%	Increased
388	London Company of Virginia Richmond, Virginia	$214M	+$11.9M	2	1.6%	Increased
389	SAM Shell Asset Management The Hague, Netherlands	$213M	+$92M	18	4.43%	Increased
390	MCM McKinley Capital Management Anchorage, Alaska	$212M	+$66M	6	7.65%	Increased
391	Employees Provident Fund Board Shah Alam, Malaysia	$212M	-$13.1M	1	7.55%	Reduced
392	Vaughan Nelson Investment Management Houston, Texas	$210M	-$15M	3	2.49%	Reduced
393	AWM Ashmore Wealth Management Wilmington, Delaware	$209M	-$147M	1	12.87%	Reduced
394	Scharf Investments Los Gatos, California	$208M	-$3.55M	2	4.82%	Reduced
395	Bank of Nova Scotia Toronto, Ontario, Canada	$207M	+$141M	9	1.18%	Increased
396	Capstone Investment Advisors New York	$207M	+$160M	9	4.54%	Increased
397	Capital International Inc Los Angeles, California	$206M	+$68.5M	6	24.45%	Increased
398	Causeway Capital Management Los Angeles, California	$205M	+$51.8M	3	3.76%	Increased
399	SCM Shapiro Capital Management Atlanta, Georgia	$204M	-$2.56M	3	5.43%	Reduced
400	LCG Luxor Capital Group New York	$203M	-$47.5M	3	5.72%	Reduced