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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 Shapiro Capital Management Atlanta, Georgia	$239M	-$36M	4	5.8%	Reduced
377	AEGON Asset Management (UK) Edinburgh, United Kingdom	$238M	-$68.3M	6	6.71%	Reduced
378	FP FPR Partners San Francisco, California	$238M	-$2.79M	1	5.11%	Reduced
379	Laurion Capital Management New York	$238M	+$223M	16	1.3%	Increased
380	Gotham Asset Management New York	$238M	+$37.6M	17	3.34%	Increased
381	Letko, Brosseau & Associates Montreal, Quebec, Canada	$237M	+$11M	3	2.32%	Increased
382	Envestnet Asset Management Chicago, Illinois	$237M	-$21.7M	35	0.66%	Reduced
383	SAM Shell Asset Management The Hague, Netherlands	$237M	-$3.12M	21	5.07%	Reduced
384	PEAK6 Group Chicago, Illinois	$235M	+$193M	24	1.36%	Increased
385	Swiss Life Asset Management Zurich,	$234M	-$7.8M	6	6.02%	Reduced
386	London Company of Virginia Richmond, Virginia	$234M	-$17.8M	3	1.59%	Reduced
387	MG Meritage Group San Francisco, California	$233M	$0	1	5.72%	Maintained
388	Dai-ichi Life Insurance Company Tokyo, Japan	$233M	-$6.66M	10	5.18%	Reduced
389	OMERS Administration Corp Toronto, Ontario, Canada	$233M	-$6.17M	9	2.94%	Reduced
390	VM Valinor Management New York	$232M	+$69.8M	3	7.05%	Increased
391	MC Maplelane Capital New York	$232M	+$130M	7	4.2%	Increased
392	Regions Financial Corp Birmingham, Alabama	$229M	-$22.3M	12	2.69%	Reduced
393	HL Financial Services Louisville, Kentucky	$227M	+$2.09M	6	4.53%	Increased
394	PC Pelham Capital London, United Kingdom	$227M	$0	1	80.96%	Maintained
395	SD Sumway Development Shanghai, China	$226M	+$66.4M	3	55.54%	Increased
396	Aristotle Capital Management Los Angeles, California	$225M	+$6.38M	3	1.88%	Increased
397	Columbia Wanger Asset Management Chicago, Illinois	$225M	-$66.6M	4	3.21%	Reduced
398	Nicholas Company Milwaukee, Wisconsin	$222M	-$44.3M	7	4.95%	Reduced
399	PHS PFM Health Sciences San Francisco, California	$222M	+$69.5M	5	5.99%	Increased
400	MCIM Meadow Creek Investment Management Atlanta, Georgia	$222M	-$7.24M	16	5.29%	Reduced