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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	Placemark Investments Chicago, Illinois	$155M	+$5.72M	14	2.54%	Increased
402	ACP Ashfield Capital Partners San Francisco, California	$155M	-$19.7M	5	7.4%	Reduced
403	DILH Dai-ichi Life Holdings Tokyo, Japan	$154M	+$7.43M	11	4.74%	Increased
404	PIM Profit Investment Management North Bethesda, Maryland	$154M	-$10.7M	4	7%	Reduced
405	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$153M	+$47.6M	3	8.24%	Increased
406	ZAM Zenit Asset Management Stockholm, Sweden	$150M	+$28M	5	25.99%	Increased
407	NG NatWest Group Edinburgh, Scotland, United Kingdom	$150M	+$4.9M	8	3.8%	Increased
408	CCM Conatus Capital Management Greenwich, Connecticut	$150M	+$44.4M	1	5.62%	Increased
409	Marsico Capital Management Denver, Colorado	$149M	-$83.1M	4	1.06%	Reduced
410	Cincinnati Financial Corp Fairfield, Ohio	$149M	$0	2	10.93%	Maintained
411	Chilton Investment Company Stamford, Connecticut	$149M	-$3.75M	4	4.32%	Reduced
412	CIBC Asset Management Toronto, Ontario, Canada	$148M	-$1.15M	10	0.9%	Reduced
413	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$147M	-$59.5M	3	1.86%	Reduced
414	OMERS Administration Corp Toronto, Ontario, Canada	$147M	+$78M	4	5.4%	Increased
415	Andra AP-fonden Goteborg, Sweden	$147M	-$3.33M	7	3.46%	Reduced
416	First Pacific Advisors El Segundo, California	$147M	-$9.42M	4	1.38%	Reduced
417	WAM World Asset Management Detroit, Michigan	$146M	-$23.6M	12	4.04%	Reduced
418	Spot Trading Chicago, Illinois	$145M	+$50.7M	15	0.78%	Increased
419	VCM Valiant Capital Management San Francisco, California	$145M	$0	1	10.46%	Maintained
420	VM Valinor Management New York	$144M	+$125M	2	4.75%	Increased
421	KCM Kames Capital Management Edinburgh, United Kingdom	$144M	-$22.9M	4	4.78%	Reduced
422	Crawford Investment Counsel Atlanta, Georgia	$142M	-$3.05M	4	5.21%	Reduced
423	BL Bolton LP Greenwich, Connecticut	$141M	+$78M	3	26.22%	Increased
424	AR Advisory Research Chicago, Illinois	$139M	+$26.7M	4	1.44%	Increased
425	WestEnd Advisors Charlotte, North Carolina	$139M	+$133M	1	5.02%	New