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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	MIOT Massachusetts Institute of Technology Cambridge, Massachusetts	$435M	+$82.7M	2	72.23%	Increased
377	Connectus Wealth Cincinnati, Ohio	$434M	-$12M	10	10.27%	Reduced
378	Mirova US Boston, Massachusetts	$432M	+$10.7M	2	8.68%	Increased
379	Boston Partners Boston, Massachusetts	$432M	+$64.5M	16	0.58%	Increased
380	Yacktman Asset Management Austin, Texas	$429M	+$42.8M	3	4.27%	Increased
381	MN Services Vermogensbeheer The Hague, Netherlands	$427M	-$71.1M	12	4.79%	Reduced
382	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$427M	+$107M	1	8.15%	Increased
383	TC Tairen Capital Hong Kong	$423M	+$174M	7	49.38%	Increased
384	CFM Comprehensive Financial Management Los Gatos, California	$422M	-$170M	7	13.59%	Reduced
385	Mondrian Investment Partners London, United Kingdom	$416M	+$31.1M	6	9.2%	Increased
386	Cullen/Frost Bankers San Antonio, Texas	$416M	+$71.7M	20	7.93%	Increased
387	TPG GP A Fort Worth, Texas	$414M	+$54.4M	4	8.12%	Increased
388	FineMark National Bank & Trust Fort Myers, Florida	$409M	-$5.84M	7	18.4%	Reduced
389	C WorldWide Group Copenhagen, Denmark	$408M	-$4.27M	3	5.4%	Reduced
390	Swiss Life Asset Management Zurich,	$408M	-$26.6M	12	6.8%	Reduced
391	Voyager Global Management New York	$406M	+$116M	2	25.12%	Increased
392	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$399M	-$2.68M	14	4.94%	Reduced
393	WCM Investment Management Laguna Beach, California	$396M	+$45.3M	7	1.32%	Increased
394	MICM Matthews International Capital Management San Francisco, California	$395M	+$59.1M	10	46.66%	Increased
395	Brighton Jones LLC Seattle, Washington	$392M	+$15.9M	15	23.39%	Increased
396	SG Americas Securities New York	$389M	+$162M	67	4.74%	Increased
397	Cetera Investment Advisers Schaumburg, Illinois	$388M	-$74.3M	24	3.6%	Reduced
398	LSV Asset Management Chicago, Illinois	$388M	-$16M	10	0.86%	Reduced
399	Ossiam Paris, France	$388M	+$199M	19	10.05%	Increased
400	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$387M	+$413M	6	18.85%	Increased