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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	Mutual of America Capital Management New York	$314M	-$8.36M	20	4.45%	Reduced
377	GVI Green Valley Investors Wilmington, Delaware	$314M	-$23.1M	2	14.01%	Reduced
378	B BP London, United Kingdom	$314M	-$5.63M	11	9.6%	Reduced
379	SCGE Management Menlo Park, California	$310M	-$6.78M	3	26.08%	Reduced
380	Holocene Advisors New York	$309M	+$107M	13	4.98%	Increased
381	TI TRG Investments Richmond, Virginia	$308M	-$306M	2	100%	Reduced
382	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$308M	+$212M	1	2.63%	Increased
383	TAM Tyers Asset Management Austin, Texas	$307M	-$10.8M	13	10.13%	Reduced
384	MSA Mason Street Advisors Milwaukee, Wisconsin	$306M	-$7.45M	18	6.32%	Reduced
385	PC Pelham Capital London, United Kingdom	$305M	-$48.5M	2	38.24%	Reduced
386	Dai-ichi Life Insurance Company Tokyo, Japan	$304M	-$21M	15	6.58%	Reduced
387	ACA Abdiel Capital Advisors New York	$302M	+$29.6M	2	21.55%	Increased
388	VanEck Associates New York	$301M	+$1.85M	10	1.47%	Increased
389	Carillon Tower Advisers St. Petersburg, Florida	$299M	+$30.5M	9	2.15%	Increased
390	Parallax Volatility Advisers San Francisco, California	$299M	+$192M	28	0.37%	Increased
391	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$295M	+$7.78M	33	1.49%	Increased
392	Huntington National Bank Columbus, Ohio	$294M	+$3.97M	29	4.6%	Increased
393	PAR Capital Management Boston, Massachusetts	$294M	-$600M	9	3.37%	Reduced
394	MCM Manchester Capital Management Manchester, Vermont	$292M	-$7.6M	12	41.81%	Reduced
395	SCM Shapiro Capital Management Atlanta, Georgia	$291M	-$12.9M	3	6.18%	Reduced
396	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$291M	+$11.2M	9	10.19%	Increased
397	AEGON Asset Management (UK) Edinburgh, United Kingdom	$291M	-$14.1M	4	6.92%	Reduced
398	Waverton Investment Management London, United Kingdom	$290M	-$8.83M	4	14.24%	Reduced
399	FP FPR Partners San Francisco, California	$288M	+$22.6M	1	6.28%	Increased
400	Profund Advisors Bethesda, Maryland	$284M	+$12.7M	30	10.78%	Increased