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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	B BP London, United Kingdom	$274M	-$22.8M	11	9.93%	Reduced
377	AI AIA International Hong Kong	$272M	+$7.83M	2	71.67%	Increased
378	LSCM Light Street Capital Management Palo Alto, California	$270M	-$9.53M	5	22.19%	Reduced
379	NA Neuburgh Advisers Los Angeles, California	$270M	+$1.7M	20	9.44%	Increased
380	Treasurer of the State of North Carolina Raleigh, North Carolina	$269M	+$270M	16	7.02%	Increased
381	Advisor Group Phoenix, Arizona	$269M	+$3.46M	53	3.69%	Increased
382	WBC Westpac Banking Corp Sydney, Australia	$269M	-$2.21M	16	5.37%	Reduced
383	CBT Capital Bank & Trust Irvine, California	$268M	-$8.99M	17	3.64%	Reduced
384	BB&T Securities Richmond, Virginia	$267M	+$47.3M	18	3.02%	Increased
385	HL Financial Services Louisville, Kentucky	$266M	-$139K	6	4.71%	Reduced
386	ARK Investment Management St. Petersburg, Florida	$265M	+$93M	9	13.15%	Increased
387	MCM Manchester Capital Management Manchester, Vermont	$263M	-$2.83M	12	41.94%	Reduced
388	Lyrical Asset Management New York	$262M	+$22.3M	1	3.21%	Increased
389	Mutual of America Capital Management New York	$261M	+$7.63M	15	4.04%	Increased
390	TAM Tyers Asset Management Austin, Texas	$261M	+$2.12M	15	9.16%	Increased
391	AWM Ashmore Wealth Management Wilmington, Delaware	$261M	$0	2	13.06%	Maintained
392	MCIM Meadow Creek Investment Management Atlanta, Georgia	$260M	-$687K	16	5.63%	Reduced
393	Amalgamated Bank New York	$260M	+$22M	24	6.89%	Increased
394	ExxonMobil Investment Management Irving, Texas	$259M	-$11.8M	8	7.48%	Reduced
395	MN Services Vermogensbeheer The Hague, Netherlands	$259M	+$733K	11	6.76%	Increased
396	Scotia Capital Toronto, Ontario, Canada	$258M	+$15.4M	13	3.55%	Increased
397	H Hexavest Montreal, Quebec, Canada	$256M	-$21.7M	3	3.2%	Reduced
398	Jacobs Levy Equity Management Florham Park, New Jersey	$256M	+$456K	14	4.25%	Increased
399	Davenport & Co Richmond, Virginia	$254M	+$83.5M	10	3.13%	Increased
400	RA Rovida Advisors Fort Lauderdale, Florida	$254M	+$29.6M	3	23.79%	Increased