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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
401	CCM Cupps Capital Management Chicago, Illinois	$128M	+$20.7M	10	8.28%	Increased
402	AGF Investments Inc Toronto, Ontario, Canada	$127M	-$5.64M	3	1.43%	Reduced
403	DILH Dai-ichi Life Holdings Tokyo, Japan	$127M	-$7.55M	10	4.43%	Reduced
404	TCMV Technology Crossover Management V Menlo Park, California	$127M	-$124M	1	52.46%	Reduced
405	NG NatWest Group Edinburgh, Scotland, United Kingdom	$126M	-$188M	9	3.67%	Reduced
406	Natixis Paris, France	$126M	-$444M	8	1.35%	Reduced
407	Pzena Investment Management New York	$126M	+$125M	2	0.81%	Increased
408	Highbridge Capital Management New York	$126M	-$27.4M	11	1.33%	Reduced
409	Vontobel Asset Management New York	$125M	-$84.6M	2	1.72%	Reduced
410	VCM Valiant Capital Management San Francisco, California	$123M	$0	1	10.57%	Maintained
411	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$122M	-$2.18M	8	3.49%	Reduced
412	Granahan Investment Management Waltham, Massachusetts	$122M	+$32.9M	4	3.24%	Increased
413	Commerce Bank Kansas City, Missouri	$121M	-$2.09M	10	2.18%	Reduced
414	SCM Sigma Capital Management Stamford, Connecticut	$119M	-$50.4M	5	4.99%	Reduced
415	Scout Investments Kansas City, Missouri	$119M	+$92.4M	2	0.83%	New
416	Two Sigma Investments New York	$118M	-$18.6M	24	0.75%	Reduced
417	Arrowstreet Capital Boston, Massachusetts	$118M	+$55.2M	14	0.75%	Increased
418	Appaloosa Management Miami Beach, Florida	$116M	-$64.5M	1	1.85%	Reduced
419	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$116M	-$26.4M	2	31.85%	Reduced
420	1919 Investment Counsel Baltimore, Maryland	$115M	-$216K	10	2.59%	Reduced
421	Walleye Trading New York	$114M	-$29.4M	13	1.2%	Reduced
422	Acadian Asset Management Boston, Massachusetts	$114M	+$75.3M	17	0.74%	Increased
423	ZAM Zenit Asset Management Stockholm, Sweden	$113M	+$45.3M	5	21.07%	Increased
424	Segall Bryant & Hamill Chicago, Illinois	$112M	-$10.1M	6	2.77%	Reduced
425	B BP London, United Kingdom	$112M	+$6.82M	6	6.65%	Increased