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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	Cincinnati Financial Corp Fairfield, Ohio	$144M	+$1M	2	10.49%	Increased
402	United Capital Financial Advisors Irving, Texas	$144M	+$22.2M	8	3.07%	Increased
403	PIM Profit Investment Management North Bethesda, Maryland	$144M	+$1.67M	4	6.5%	Increased
404	DILH Dai-ichi Life Holdings Tokyo, Japan	$143M	-$2.36M	11	4.55%	Reduced
405	First Pacific Advisors El Segundo, California	$143M	-$333K	4	1.25%	Reduced
406	CIBC Asset Management Toronto, Ontario, Canada	$143M	+$2.81M	13	0.84%	Increased
407	Soros Fund Management New York	$140M	-$89.2M	6	1.39%	Reduced
408	WI WBI Investments Red Bank, New Jersey	$140M	+$10.1M	3	6.15%	Increased
409	FP FPR Partners San Francisco, California	$139M	-$18.3M	1	4.63%	Reduced
410	LOAMU Lombard Odier Asset Management (USA) New York	$139M	-$73.7M	4	5.37%	Reduced
411	VCM Valiant Capital Management San Francisco, California	$139M	$0	1	17.01%	Maintained
412	HCM Hoplite Capital Management New York	$138M	$0	1	3.82%	Maintained
413	Jericho Capital Asset Management New York	$138M	+$42.3M	3	9.71%	Increased
414	Livforsakringsbolaget Skandia Stockholm, Sweden	$136M	+$132M	8	5.12%	Increased
415	DSM Capital Partners Palm Beach Gardens, Florida	$136M	-$44M	3	2.84%	Reduced
416	Huntington National Bank Columbus, Ohio	$135M	+$7.75M	12	2.59%	Increased
417	Winton Capital Management London, United Kingdom	$135M	+$32.3M	6	0.93%	Increased
418	Crawford Investment Counsel Atlanta, Georgia	$135M	-$1.07M	4	4.89%	Reduced
419	Appaloosa Management Miami Beach, Florida	$134M	+$18.7M	1	1.48%	Increased
420	PIA Piedmont Investment Advisors Durham, North Carolina	$134M	+$30.7M	5	7.36%	Increased
421	CCM Corsair Capital Management New York	$134M	+$3.32M	3	13.63%	Increased
422	Numeric Investors Boston, Massachusetts	$134M	-$55.3M	7	2.27%	Reduced
423	CCM Criterion Capital Management San Francisco, California	$132M	-$89.2M	3	4.42%	Reduced
424	Mondrian Investment Partners London, United Kingdom	$132M	-$6.19M	3	1.94%	Reduced
425	AC Axon Capital New York	$131M	+$45.4M	1	6.28%	Increased