← 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	Harvest Fund Management Beijing, China	$270M	-$65.2M	8	42.93%	Reduced
377	River Road Asset Management Louisville, Kentucky	$268M	+$9.85M	4	5.09%	Increased
378	HL Financial Services Louisville, Kentucky	$268M	-$2.73M	6	5.19%	Reduced
379	AGF Investments Inc Toronto, Ontario, Canada	$267M	+$46.2M	6	2.6%	Increased
380	TAM Tyers Asset Management Austin, Texas	$266M	-$9.19M	16	9.31%	Reduced
381	NA Neuburgh Advisers Los Angeles, California	$263M	-$7.61M	20	9.43%	Reduced
382	AWM Ashmore Wealth Management Wilmington, Delaware	$262M	-$18.2M	2	13.67%	Reduced
383	Envestnet Asset Management Chicago, Illinois	$261M	-$2.24M	34	0.58%	Reduced
384	GX Greylock XII Menlo Park, California	$260M	+$202M	1	70.02%	New
385	AG Alibaba Group Causeway Bay, Hong Kong	$258M	$0	2	19.67%	Maintained
386	VanEck Associates New York	$258M	+$14.1M	6	1.27%	Increased
387	ExxonMobil Investment Management Irving, Texas	$258M	-$37.9M	8	7.06%	Reduced
388	WBC Westpac Banking Corp Sydney, Australia	$256M	-$35.9M	16	5.83%	Reduced
389	PEAK6 Group Chicago, Illinois	$256M	-$140M	23	1.19%	Reduced
390	Advisor Group Phoenix, Arizona	$256M	+$21.3M	54	3.41%	Increased
391	GH GAM Holding Zurich, Switzerland	$255M	-$40.7M	21	7.83%	Reduced
392	CBT Capital Bank & Trust Irvine, California	$254M	-$40.4M	17	3.47%	Reduced
393	HMP HS Management Partners New York	$252M	-$54.3M	1	7.74%	Reduced
394	AI AIA International Hong Kong	$251M	+$258M	2	66.46%	New
395	Norinchukin Bank Tokyo, Japan	$246M	+$19.7M	9	4.31%	Increased
396	HAM HHR Asset Management Berkeley Heights, New Jersey	$246M	+$52.8M	4	13.71%	Increased
397	GVI Green Valley Investors Wilmington, Delaware	$245M	-$4.92M	2	11.7%	Reduced
398	FP FPR Partners San Francisco, California	$245M	+$553K	1	5.25%	Increased
399	NA Newport Asia San Francisco, California	$245M	-$6.74M	2	37.3%	Reduced
400	South Dakota Investment Council Sioux Falls, South Dakota	$244M	-$72.9M	7	5.4%	Reduced