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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	Walleye Trading New York	$152M	+$65.7M	16	2.07%	Increased
402	Oregon Public Employees Retirement Fund Tigard, Oregon	$152M	-$11.9M	10	3.78%	Reduced
403	Livforsakringsbolaget Skandia Stockholm, Sweden	$151M	+$726K	8	5.43%	Increased
404	AGA Altrinsic Global Advisors Stamford, Connecticut	$150M	+$4.83M	2	2.64%	Increased
405	Santa Barbara Asset Management Los Angeles, California	$148M	-$2M	1	3.03%	Reduced
406	BWA Brave Warrior Advisors New York	$147M	+$19.7M	1	5.92%	Increased
407	KCM Kames Capital Management Edinburgh, United Kingdom	$147M	+$4.75M	5	4.67%	Increased
408	GA Geneva Advisors Chicago, Illinois	$146M	-$50.3M	8	2.67%	Reduced
409	1919 Investment Counsel Baltimore, Maryland	$145M	+$9.37M	12	2.96%	Increased
410	PIA Piedmont Investment Advisors Durham, North Carolina	$145M	-$3.84M	5	7.59%	Reduced
411	CCM Criterion Capital Management San Francisco, California	$144M	+$14.8M	1	4.3%	Increased
412	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$143M	+$43.4M	2	1.68%	Increased
413	Rockefeller Financial Services New York	$143M	+$70.1M	6	3.22%	Increased
414	Huntington National Bank Columbus, Ohio	$143M	-$893K	10	2.82%	Reduced
415	Jane Street New York	$142M	+$111M	20	1.81%	Increased
416	Placemark Investments Chicago, Illinois	$142M	+$6.42M	16	2.54%	Increased
417	CCM Corsair Capital Management New York	$142M	+$2.69M	3	12.83%	Increased
418	AR Advisory Research Chicago, Illinois	$142M	-$11.5M	4	1.31%	Reduced
419	Tudor Investment Corp Stamford, Connecticut	$141M	+$110M	16	5.42%	Increased
420	Commerce Bank Kansas City, Missouri	$141M	-$1.98M	12	2.31%	Reduced
421	Moore Capital Management New York	$141M	+$31.7M	7	3.4%	Increased
422	CIBC Asset Management Toronto, Ontario, Canada	$141M	-$13.7M	11	0.8%	Reduced
423	SGAM Smith Group Asset Management Dallas, Texas	$140M	+$39.6M	6	5.18%	Increased
424	Axiom Investors Greenwich, Connecticut	$140M	+$56.9M	3	3.3%	Increased
425	Whale Rock Capital Management Boston, Massachusetts	$140M	+$17.6M	6	18.05%	Increased