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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	First Pacific Advisors El Segundo, California	$308M	-$7.47M	5	2.7%	Reduced
377	Squarepoint New York	$305M	+$75M	36	3.23%	Increased
378	EA Echinus Advisors New York	$302M	+$6.76M	1	38.8%	Increased
379	Nissay Asset Management Tokyo, Japan	$302M	-$10.9M	17	7.99%	Reduced
380	Dragoneer Investment Group San Francisco, California	$302M	-$48M	7	18.27%	Reduced
381	Davenport & Co Richmond, Virginia	$301M	+$6.56M	8	3.76%	Increased
382	CBT Capital Bank & Trust Irvine, California	$299M	-$12.7M	18	3.78%	Reduced
383	Amalgamated Bank New York	$299M	+$7.75M	28	7.24%	Increased
384	Maverick Capital Dallas, Texas	$296M	-$127M	12	3.93%	Reduced
385	ARK Investment Management St. Petersburg, Florida	$296M	-$280K	12	8.46%	Reduced
386	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$295M	+$15.7M	32	1.29%	Increased
387	CLC Charles-Lim Capital Central, Hong Kong	$294M	+$17.8M	1	60.59%	Increased
388	NA Neuburgh Advisers Los Angeles, California	$293M	-$8.28M	19	9.97%	Reduced
389	Moore Capital Management New York	$292M	+$167M	10	9.01%	Increased
390	WA WFM Asia Road Town, Tortola, British Virgin Islands	$291M	+$62.1M	3	31.36%	Increased
391	Mutual of America Capital Management New York	$291M	+$1.76M	21	4.23%	Increased
392	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$290M	-$9.38M	14	5.27%	Reduced
393	TI TT International London, United Kingdom	$289M	+$19.1M	1	30.43%	Increased
394	SC Spinnaker Capital Boston, Massachusetts	$286M	-$46M	1	99.74%	Reduced
395	State of Alaska Department of Revenue Juneau, Alaska	$286M	-$41.3M	23	5.06%	Reduced
396	Menora Mivtachim Holdings Ramat Gan, Israel	$286M	+$89.8K	5	7.67%	Increased
397	Aristotle Capital Management Los Angeles, California	$285M	+$1.07M	3	1.7%	Increased
398	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$284M	+$94M	4	5.6%	Increased
399	Marshall Wace Asia Central, Hong Kong	$283M	+$160M	3	8.55%	Increased
400	Sterling Capital Management Charlotte, North Carolina	$283M	-$9.92M	12	2.79%	Reduced