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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	Marsico Capital Management Denver, Colorado	$635M	-$142M	9	16.56%	Reduced
377	CL CRV LLC Palo Alto, California	$633M	-$539M	2	90.05%	Reduced
378	Zurich Insurance Group Zurich, Switzerland	$633M	+$59.8M	6	9.06%	Increased
379	Riverbridge Partners Minneapolis, Minnesota	$630M	+$97.2M	6	7.18%	Increased
380	Thornburg Investment Management Santa Fe, New Mexico	$625M	+$109M	13	7.26%	Increased
381	Nissay Asset Management Tokyo, Japan	$620M	-$30.3M	20	6.11%	Reduced
382	Boston Trust Walden Boston, Massachusetts	$620M	+$15.4M	7	6%	Increased
383	SCA Southpoint Capital Advisors New York	$615M	-$2.58M	4	9.86%	Reduced
384	TMC Toyota Motor Corp Japan	$615M	$0	1	99.82%	Maintained
385	Epoch Investment Partners New York	$612M	-$305M	9	2.86%	Reduced
386	E Fund Management Guangzhou, China	$612M	+$432M	17	50.3%	Increased
387	Wolverine Trading Chicago, Illinois	$607M	+$74.3M	62	0.91%	Increased
388	WMIG White Mountains Insurance Group Hanover, New Hampshire	$600M	-$178M	1	100%	Reduced
389	MICM Matthews International Capital Management San Francisco, California	$600M	+$7.15M	7	25.06%	Increased
390	Segall Bryant & Hamill Chicago, Illinois	$599M	+$92M	19	5.92%	Increased
391	Squarepoint New York	$599M	-$77.1M	74	3.51%	Reduced
392	WP Warburg Pincus New York	$597M	-$610M	3	12.67%	Reduced
393	Private Advisor Group Morristown, New Jersey	$588M	+$8.2M	31	5.61%	Increased
394	Clal Insurance Tel-Aviv, Israel	$587M	+$48.5M	8	6.79%	Increased
395	B. Metzler seel. Sohn & Co Frankfurt, Germany	$585M	+$22.8M	25	9.61%	Increased
396	Brighton Jones LLC Seattle, Washington	$585M	+$7.12M	16	34.67%	Increased
397	Oregon Public Employees Retirement Fund Tigard, Oregon	$584M	+$17.9M	32	6.92%	Increased
398	HCM Hitchwood Capital Management New York	$582M	-$171M	10	13.26%	Reduced
399	Swiss Life Asset Management Zurich,	$581M	-$914K	10	8.31%	Reduced
400	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$572M	+$102M	20	11.32%	Increased