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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	Railway Pension Investments London, United Kingdom	$345M	+$1.68M	8	4.47%	Increased
377	LCG Luxor Capital Group New York	$338M	+$60.7M	7	13.82%	Increased
378	VanEck Associates New York	$337M	-$1.98M	11	1.62%	Reduced
379	EA Echinus Advisors New York	$333M	-$28.4M	1	33.47%	Reduced
380	Jacobs Levy Equity Management Florham Park, New Jersey	$331M	-$11.4M	13	4.58%	Reduced
381	Wolverine Trading Chicago, Illinois	$331M	+$79.1M	37	0.94%	Increased
382	Aristotle Capital Management Los Angeles, California	$329M	-$319K	3	1.84%	Reduced
383	NCA Newbrook Capital Advisors New York	$328M	+$219M	5	24.52%	Increased
384	Penserra Capital Management Orinda, California	$327M	+$3.73M	42	25.4%	Increased
385	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$326M	+$3.69M	14	2.96%	Increased
386	Boston Trust Walden Boston, Massachusetts	$326M	+$4.24M	6	4.25%	Increased
387	Natixis Paris, France	$324M	-$123M	12	2.49%	Reduced
388	Altimeter Capital Management Boston, Massachusetts	$322M	+$216M	7	8.82%	Increased
389	WorldQuant Millennium Advisors New York	$322M	+$90.6M	8	6.12%	Increased
390	TimesSquare Capital Management New York	$321M	-$72.3M	7	2.47%	Reduced
391	Segall Bryant & Hamill Chicago, Illinois	$319M	-$28.8M	17	4.82%	Reduced
392	Menora Mivtachim Holdings Ramat Gan, Israel	$319M	+$13.6M	5	8.62%	Increased
393	Pacer Advisors Malvern, Pennsylvania	$317M	+$40.8M	18	7.75%	Increased
394	SAM Shell Asset Management The Hague, Netherlands	$314M	-$14.6M	33	6.95%	Reduced
395	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$312M	+$4.58M	31	1.26%	Increased
396	FCM Flinton Capital Management Philadelphia, Pennsylvania	$312M	-$15.7M	18	9.81%	Reduced
397	HP Hound Partners New York	$310M	+$8.13M	4	15.15%	Increased
398	SCM Segantii Capital Management Hong Kong	$310M	+$213M	11	27.4%	Increased
399	NA Neuburgh Advisers Los Angeles, California	$310M	-$3.71M	20	9.98%	Reduced
400	Mutual of America Capital Management New York	$309M	+$4.05M	23	4.38%	Increased