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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	WorldQuant Millennium Advisors New York	$362M	+$134M	5	8.79%	Increased
377	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$361M	-$47.1M	3	9.23%	Reduced
378	KM Kora Management Brooklyn, New York	$359M	+$15.7M	3	81.2%	Increased
379	MC Maplelane Capital New York	$359M	+$140M	3	16.47%	Increased
380	OAM Origin Asset Management London, United Kingdom	$355M	+$46.9M	7	45.62%	Increased
381	ICVCFIA IDG China Venture Capital Fund IV Associates Hong Kong	$353M	+$6.33M	2	97.59%	Increased
382	Nissay Asset Management Tokyo, Japan	$353M	+$9.99M	16	8.99%	Increased
383	ACA Abdiel Capital Advisors New York	$351M	-$16.2M	2	16.4%	Reduced
384	AustralianSuper Melbourne, Australia	$350M	+$45.9M	2	4.49%	Increased
385	Marshall Wace Asia Central, Hong Kong	$350M	+$166M	6	9.63%	Increased
386	Marsico Capital Management Denver, Colorado	$350M	+$22.3M	7	15.02%	Increased
387	CCM Cadian Capital Management New York	$348M	+$264M	4	17.14%	Increased
388	WA WFM Asia Road Town, Tortola, British Virgin Islands	$346M	-$31.8M	3	56.9%	Reduced
389	Mutual of America Capital Management New York	$344M	+$2.02M	23	5.76%	Increased
390	FineMark National Bank & Trust Fort Myers, Florida	$344M	+$1.77M	6	21.59%	Increased
391	FFM Fullerton Fund Management Singapore	$341M	+$61.6M	12	64.94%	Increased
392	Railway Pension Investments London, United Kingdom	$341M	-$102M	10	4.73%	Reduced
393	Hardman Johnston Global Advisors Stamford, Connecticut	$341M	-$1.45M	6	19.82%	Reduced
394	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$340M	+$84.3M	29	7.9%	Increased
395	Commerzbank Aktiengesellschaft Frankfurt, Germany	$339M	-$2.14B	12	15.16%	Reduced
396	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$338M	+$13.8M	13	14.2%	Increased
397	Antipodes Partners Royal Exchange, Australia	$338M	+$26.4M	4	17.69%	Increased
398	TIAM TT International Asset Management London, United Kingdom	$336M	+$361M	2	32.97%	New
399	Riverbridge Partners Minneapolis, Minnesota	$335M	-$3.49M	5	7.01%	Reduced
400	HCM Hitchwood Capital Management New York	$334M	-$25.1M	7	27.35%	Reduced