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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	FAM Foxhaven Asset Management Charlottesville, Virginia	$485M	+$104M	3	16.29%	Increased
377	Harvest Fund Management Beijing, China	$485M	-$45.1M	16	44.82%	Reduced
378	KCMH Kontiki Capital Management (HK) Hong Kong	$484M	+$13.5M	2	73.67%	Increased
379	SEP Soma Equity Partners San Francisco, California	$483M	+$96.7M	3	18.83%	Increased
380	HCM Hitchwood Capital Management New York	$481M	+$420K	6	22.49%	Increased
381	NCA Newbrook Capital Advisors New York	$480M	+$60.6M	4	33.61%	Increased
382	Boston Partners Boston, Massachusetts	$479M	-$518M	13	0.88%	Reduced
383	ArrowMark Colorado Holdings Denver, Colorado	$476M	-$10.1M	12	4.92%	Reduced
384	Marshall Wace Asia Central, Hong Kong	$473M	-$30.7M	9	10.47%	Reduced
385	Advisors Asset Management Monument, Colorado	$473M	+$25.7M	30	9.21%	Increased
386	VanEck Associates New York	$472M	-$29.5M	18	1.64%	Reduced
387	Moore Capital Management New York	$472M	+$234M	8	12.69%	Increased
388	Employees Provident Fund Board Shah Alam, Malaysia	$471M	-$58.2M	2	10.7%	Reduced
389	Wasatch Advisors Salt Lake City, Utah	$468M	+$1.11M	9	3.39%	Increased
390	Balyasny Asset Management Chicago, Illinois	$466M	-$41.6M	24	4.05%	Reduced
391	Regions Financial Corp Birmingham, Alabama	$466M	-$8.8M	14	5.43%	Reduced
392	Oregon Public Employees Retirement Fund Tigard, Oregon	$462M	+$20.3M	24	6.83%	Increased
393	Mutual of America Capital Management New York	$459M	-$29.9M	23	6.49%	Reduced
394	GP Galileo PTC Road Town, Tortola, British Virgin Islands	$458M	+$290M	2	69.73%	Increased
395	CAM Contour Asset Management New York	$456M	+$165M	7	22.42%	Increased
396	Marsico Capital Management Denver, Colorado	$456M	-$29.5M	7	14.32%	Reduced
397	Pacer Advisors Malvern, Pennsylvania	$454M	+$211M	15	9.2%	Increased
398	CIP CAS Investment Partners Westport, Connecticut	$454M	-$42.1M	1	48.85%	Reduced
399	Private Advisor Group Morristown, New Jersey	$453M	+$44.3M	53	6.29%	Increased
400	SC US (TTGP) Menlo Park, California	$452M	$0	2	26.53%	Maintained