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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	Stonehage Fleming Financial Services St. Helier, Jersey	$258M	+$133M	5	14.54%	Increased
377	Nissay Asset Management Tokyo, Japan	$256M	+$9.47M	17	7.8%	Increased
378	NA Neuburgh Advisers Los Angeles, California	$256M	+$4.73M	19	10.03%	Increased
379	SCGE Management Menlo Park, California	$256M	+$5.94M	3	22.61%	Increased
380	Aristotle Capital Management Los Angeles, California	$255M	+$540K	3	1.72%	Increased
381	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$254M	-$44.4M	17	4.25%	Reduced
382	LT Lindsell Train London, United Kingdom	$248M	+$29.6M	1	6.01%	Increased
383	Amalgamated Bank New York	$245M	-$5.12M	27	6.96%	Reduced
384	Sterling Capital Management Charlotte, North Carolina	$245M	-$16.9M	13	2.66%	Reduced
385	MAMU Marathon Asset Management (UK) London, United Kingdom	$244M	-$22M	5	3.61%	Reduced
386	Mutual of America Capital Management New York	$244M	+$9.74M	21	4.02%	Increased
387	Advisors Asset Management Monument, Colorado	$242M	-$3.56M	29	4.87%	Reduced
388	ARK Investment Management St. Petersburg, Florida	$240M	-$76.5M	13	9.73%	Reduced
389	VanEck Associates New York	$239M	+$3.58M	9	1.2%	Increased
390	Santa Barbara Asset Management Los Angeles, California	$239M	-$5.7M	1	3.85%	Reduced
391	Employees Provident Fund Board Shah Alam, Malaysia	$239M	+$14.3M	2	6.68%	Increased
392	APG Andrew P. Goldfarb	$237M	+$244M	2	90.34%	New
393	Hillhouse Investment Management Grand Cayman, Cayman Islands	$235M	-$379M	6	17.63%	Reduced
394	Davenport & Co Richmond, Virginia	$235M	-$14.5M	8	3.23%	Reduced
395	Menora Mivtachim Holdings Ramat Gan, Israel	$235M	+$96.4M	5	6.78%	Increased
396	FP FPR Partners San Francisco, California	$234M	-$21.5M	1	6.17%	Reduced
397	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$232M	+$15.9M	30	1.16%	Increased
398	Penserra Capital Management Orinda, California	$232M	-$101M	32	22.53%	Reduced
399	Huntington National Bank Columbus, Ohio	$231M	+$13.4M	30	4.13%	Increased
400	HP Hound Partners New York	$230M	+$140M	2	7.39%	Increased