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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	Third Point New York	$214M	-$349M	1	2.1%	Reduced
377	London Company of Virginia Richmond, Virginia	$214M	-$6.17M	3	1.47%	Reduced
378	TAM Tyers Asset Management Austin, Texas	$213M	+$212M	15	9%	New
379	ING Group Amsterdam, Netherlands	$212M	-$47M	8	3.99%	Reduced
380	GVI Green Valley Investors Wilmington, Delaware	$212M	-$5.8M	2	11.12%	Reduced
381	Blackhill Capital Morristown, New Jersey	$211M	-$40M	3	40.04%	Reduced
382	SCH Sylebra Capital (HK) Hong Kong	$209M	+$29.9M	3	20.82%	Increased
383	NA Neuburgh Advisers Los Angeles, California	$209M	+$209M	19	9.39%	New
384	Vaughan Nelson Investment Management Houston, Texas	$206M	-$3.88M	3	2.43%	Reduced
385	Scharf Investments Los Gatos, California	$206M	-$6.85M	2	4.78%	Reduced
386	Gotham Asset Management New York	$203M	-$51.2M	15	2.61%	Reduced
387	SHIM Spruce House Investment Management New York	$202M	$0	1	20.25%	Maintained
388	Commerce Bank Kansas City, Missouri	$201M	+$3.99M	9	3%	Increased
389	QS Investors New York	$201M	-$20.6M	28	1.64%	Reduced
390	Causeway Capital Management Los Angeles, California	$200M	+$30.5M	3	3.5%	Increased
391	ESG Emerging Sovereign Group New York	$198M	+$33.8M	2	27.38%	Increased
392	Janney Montgomery Scott Philadelphia, Pennsylvania	$198M	+$15.9M	13	2.98%	Increased
393	Xact Kapitalforvaltning Stockholm, Sweden	$196M	-$13.2M	16	6.87%	Reduced
394	OMERS Administration Corp Toronto, Ontario, Canada	$195M	-$57.4M	7	3.63%	Reduced
395	CIBC Asset Management Toronto, Ontario, Canada	$191M	+$5.54M	18	1.37%	Increased
396	CEP Chicago Equity Partners Chicago, Illinois	$190M	-$5.36M	11	5.05%	Reduced
397	Dai-ichi Life Insurance Company Tokyo, Japan	$188M	+$191M	11	5.56%	New
398	Two Sigma Investments New York	$188M	-$500M	30	0.72%	Reduced
399	Cincinnati Financial Corp Fairfield, Ohio	$187M	$0	2	10.19%	Maintained
400	SAM Shell Asset Management The Hague, Netherlands	$186M	-$19M	19	4.35%	Reduced