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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	ACA Abdiel Capital Advisors New York	$376M	-$81.3M	1	23.5%	Reduced
377	TC Tairen Capital Hong Kong	$375M	+$87.9M	8	57.67%	Increased
378	Nissay Asset Management Tokyo, Japan	$373M	-$1.67M	16	8.3%	Reduced
379	Aristotle Capital Management Los Angeles, California	$373M	+$61.7K	3	1.23%	Increased
380	Hardman Johnston Global Advisors Stamford, Connecticut	$372M	-$4.96M	3	15.02%	Reduced
381	Rathbones Group Liverpool, United Kingdom	$371M	+$14.2M	10	9.78%	Increased
382	Avalon Investment & Advisory Houston, Texas	$371M	-$1.17M	6	7.59%	Reduced
383	Squarepoint New York	$370M	-$71.7M	53	2.2%	Reduced
384	Riverbridge Partners Minneapolis, Minnesota	$369M	-$9.55M	5	6.63%	Reduced
385	FAM Foxhaven Asset Management Charlottesville, Virginia	$369M	-$37.8M	6	17.49%	Reduced
386	HCM Hitchwood Capital Management New York	$366M	+$42M	7	8.74%	Increased
387	ICVCFIA IDG China Venture Capital Fund IV Associates Hong Kong	$366M	+$361M	1	97.01%	New
388	Mariner Overland Park, Kansas	$366M	+$23.2M	6	3.8%	Increased
389	AL AJO LP Philadelphia, Pennsylvania	$364M	-$35.9M	14	2.15%	Reduced
390	Elliott Management New York	$357M	$0	1	3.02%	Maintained
391	Capital International Inc Los Angeles, California	$357M	-$7.28M	4	4.97%	Reduced
392	Epoch Investment Partners New York	$352M	+$26.9M	8	1.52%	Increased
393	WA WFM Asia Road Town, Tortola, British Virgin Islands	$351M	-$47.4M	4	41.47%	Reduced
394	Personal Capital Advisors Redwood City, California	$349M	+$27.3M	10	2.94%	Increased
395	Wasatch Advisors Salt Lake City, Utah	$345M	-$166M	8	2.83%	Reduced
396	MSA Mason Street Advisors Milwaukee, Wisconsin	$344M	-$1.97M	21	6.59%	Reduced
397	Wolverine Trading Chicago, Illinois	$344M	-$5.11M	41	0.84%	Reduced
398	Rockefeller Capital Management New York	$344M	+$32.1M	37	4.28%	Increased
399	Cincinnati Financial Corp Fairfield, Ohio	$343M	$0	1	11.19%	Maintained
400	Burgundy Asset Management Toronto, Ontario, Canada	$342M	-$72.7M	5	3.37%	Reduced