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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	Edgewood Management Greenwich, Connecticut	$1.05B	-$967M	4	4.98%	Reduced
377	New York Life Investment Management New York	$1.05B	+$17.9M	17	9.01%	Increased
378	Jupiter Asset Management London, United Kingdom	$1.04B	+$103M	19	8.33%	Increased
379	Maverick Capital Dallas, Texas	$1.03B	+$107M	15	11.09%	Increased
380	Vinva Investment Management Sydney, Australia	$1.03B	+$346M	19	12.87%	Increased
381	INTECH Investment Management West Palm Beach, Florida	$1.03B	+$75.6M	64	9.18%	Increased
382	MA Madrone Advisors Menlo Park, California	$1.03B	$0	1	63.41%	Maintained
383	CFM Coronation Fund Managers Cape Town, South Africa	$1.02B	+$352M	10	45.71%	Increased
384	Private Advisor Group Morristown, New Jersey	$1.02B	-$21.8M	27	4.79%	Reduced
385	Voloridge Investment Management Jupiter, Florida	$1.02B	+$362M	24	3.57%	Increased
386	Veritas Asset Management London, United Kingdom	$1.02B	-$46.5M	3	10.39%	Reduced
387	GGHC Gilder Gagnon Howe & Co New York	$1B	-$22.8M	11	10.58%	Reduced
388	Gotham Asset Management New York	$1,000M	+$45.5M	39	3.65%	Increased
389	Congress Asset Management Boston, Massachusetts	$996M	+$51.8M	9	7.01%	Increased
390	LGT Group Foundation Vaduz, Liechtenstein	$993M	+$1.81M	8	10.82%	Increased
391	Capstone Investment Advisors New York	$985M	-$543M	22	1.93%	Reduced
392	OP Asset Management Helsinki,	$982M	+$83M	27	11.94%	Increased
393	ASR Vermogensbeheer Utrecht, Netherlands	$980M	+$12.4M	18	11.4%	Increased
394	Zacks Investment Management Chicago, Illinois	$980M	-$589K	16	7.7%	Reduced
395	Banco Santander Madrid, Spain	$975M	+$125M	13	7.3%	Increased
396	Verition Fund Management Greenwich, Connecticut	$970M	+$407M	74	3.81%	Increased
397	Erste Asset Management Vienna, Austria	$966M	+$136M	15	8.11%	Increased
398	M&G plc London, United Kingdom	$964M	-$64.5M	11	4.95%	Reduced
399	Epoch Investment Partners New York	$960M	-$14.9M	8	5.45%	Reduced
400	BDP Brehaut David Pascal	$958M	+$926M	1	100%	New