← 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	Amalgamated Bank New York	$303M	+$14M	27	7.39%	Increased
377	AGDR AdamCapital Gestao de Recursos Rio De Janeiro, Brazil	$302M	-$165M	1	15.3%	Reduced
378	Jacobs Levy Equity Management Florham Park, New Jersey	$302M	+$14.7M	15	4.74%	Increased
379	Thornburg Investment Management Santa Fe, New Mexico	$300M	-$109M	7	2.28%	Reduced
380	HL Financial Services Louisville, Kentucky	$299M	+$7.9M	6	5.18%	Increased
381	GH GAM Holding Zurich, Switzerland	$299M	+$6.33M	26	10.39%	Increased
382	Sterling Capital Management Charlotte, North Carolina	$299M	-$64.4M	13	2.78%	Reduced
383	Advisor Group Phoenix, Arizona	$297M	+$465K	55	4.08%	Increased
384	MAMU Marathon Asset Management (UK) London, United Kingdom	$295M	+$971K	5	4.4%	Increased
385	SCGE Management Menlo Park, California	$294M	+$17.8M	3	30.2%	Increased
386	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$292M	+$66.6M	2	6.74%	Increased
387	MN Services Vermogensbeheer The Hague, Netherlands	$292M	+$1.97M	12	7.31%	Increased
388	GVI Green Valley Investors Wilmington, Delaware	$291M	-$19.2M	2	13.65%	Reduced
389	Royce & Associates New York	$291M	-$77.6M	16	2.01%	Reduced
390	Dai-ichi Life Insurance Company Tokyo, Japan	$291M	-$24.7M	16	7%	Reduced
391	CAM Contour Asset Management New York	$291M	+$89.2M	5	12.02%	Increased
392	Aristotle Capital Management Los Angeles, California	$289M	-$7K	3	1.78%	Reduced
393	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$287M	-$121M	12	3.98%	Reduced
394	Davenport & Co Richmond, Virginia	$287M	+$17.1M	11	3.53%	Increased
395	MCIM Meadow Creek Investment Management Atlanta, Georgia	$286M	-$51.1K	16	6.03%	Reduced
396	NA Neuburgh Advisers Los Angeles, California	$286M	-$6.93M	19	9.53%	Reduced
397	Harvest Fund Management Beijing, China	$285M	-$3.83M	9	45.34%	Reduced
398	Hardman Johnston Global Advisors Stamford, Connecticut	$285M	-$6M	3	12.04%	Reduced
399	Nissay Asset Management Tokyo, Japan	$284M	+$22.6M	15	8.31%	Increased
400	B BP London, United Kingdom	$281M	-$14.1M	11	9.07%	Reduced