← All themes

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	Janney Montgomery Scott Philadelphia, Pennsylvania	$233M	+$1.94M	11	3.1%	Increased
377	CIBC Asset Management Toronto, Ontario, Canada	$233M	+$6.31M	18	1.6%	Increased
378	Swiss Life Asset Management Zurich,	$231M	+$39.2M	5	6.24%	Increased
379	VFA Virtus Fund Advisers Hartford, Connecticut	$228M	+$5.57M	5	2.15%	Increased
380	Sentry Investments Toronto, Ontario, Canada	$226M	+$1.29M	2	1.56%	Increased
381	Blackhill Capital Morristown, New Jersey	$224M	-$10.4M	3	41.3%	Reduced
382	FQ First Quadrant Glendale, California	$224M	-$37.2M	12	4.4%	Reduced
383	HL Financial Services Louisville, Kentucky	$223M	+$886K	5	4.58%	Increased
384	Dai-ichi Life Insurance Company Tokyo, Japan	$223M	+$115K	12	6.03%	Increased
385	SCM Suvretta Capital Management New York	$222M	+$133M	4	6.93%	Increased
386	SAM Shell Asset Management The Hague, Netherlands	$221M	+$3.36M	20	4.85%	Increased
387	IIM Ivory Investment Management New York	$220M	-$42.3M	4	7.77%	Reduced
388	MCIM Meadow Creek Investment Management Atlanta, Georgia	$220M	+$9.61M	15	5.31%	Increased
389	QIM Quantitative Investment Management Charlottesville, Virginia	$219M	+$85.1M	14	3.33%	Increased
390	Letko, Brosseau & Associates Montreal, Quebec, Canada	$218M	-$8.77M	2	2.04%	Reduced
391	CAM Contour Asset Management New York	$217M	-$70.5M	4	14.32%	Reduced
392	Jacobs Levy Equity Management Florham Park, New Jersey	$215M	-$59.3M	14	4.34%	Reduced
393	CIM Contrarius Investment Management St. Helier, Jersey	$214M	-$58.5M	6	13.77%	Reduced
394	MG Meritage Group San Francisco, California	$214M	+$200M	1	5.55%	Increased
395	Harvest Fund Management Beijing, China	$212M	+$27.8M	7	39.14%	Increased
396	Gotham Asset Management New York	$211M	-$15.1M	13	2.68%	Reduced
397	CLC Charles-Lim Capital Central, Hong Kong	$209M	-$4.36M	2	58.7%	Reduced
398	Zurich Insurance Group Zurich, Switzerland	$209M	+$3.36M	9	6.05%	Increased
399	John W. Bristol & Co New York	$209M	-$32.7M	3	5.74%	Reduced
400	CEP Chicago Equity Partners Chicago, Illinois	$208M	-$10.7M	11	5.96%	Reduced