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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	SCA Southpoint Capital Advisors New York	$198M	+$188M	2	9.92%	New
402	Utah Retirement Systems Salt Lake City, Utah	$197M	-$559K	15	5.41%	Reduced
403	Farallon Capital Management San Francisco, California	$196M	-$97.4M	2	2.67%	Reduced
404	SGAM Smith Group Asset Management Dallas, Texas	$193M	+$33.1M	6	6.76%	Increased
405	Cincinnati Financial Corp Fairfield, Ohio	$193M	+$2.03M	2	11.75%	Increased
406	HT HAP Trading New York	$193M	+$163M	5	7.12%	Increased
407	LSV Asset Management Chicago, Illinois	$192M	+$13.2M	8	0.4%	Increased
408	Walleye Trading New York	$190M	+$35.2M	27	1.72%	Increased
409	Asset Management One Tokyo, Japan	$188M	-$5.12M	15	2.44%	Reduced
410	SCGE Management Menlo Park, California	$188M	+$26.7M	6	26.01%	Increased
411	LT Lindsell Train London, United Kingdom	$187M	+$27M	1	17.39%	Increased
412	CPCM Clifton Park Capital Management Wilmington, Delaware	$185M	$0	2	10.96%	Maintained
413	Mitsubishi UFJ Asset Management Tokyo, Japan	$184M	-$14.8M	14	5.68%	Reduced
414	Oregon Public Employees Retirement Fund Tigard, Oregon	$184M	+$10.8M	10	4.32%	Increased
415	BRC Blue Ridge Capital New York	$183M	-$201M	1	2.23%	Reduced
416	Two Sigma Investments New York	$183M	-$243M	27	1.01%	Reduced
417	Santa Barbara Asset Management Los Angeles, California	$183M	-$6.39M	1	3.68%	Reduced
418	Sustainable Growth Advisers Stamford, Connecticut	$182M	-$16.2M	2	4.12%	Reduced
419	B BP London, United Kingdom	$182M	+$23.4M	9	4.62%	Increased
420	Davidson Kempner Capital Management New York	$181M	+$96M	5	3.38%	Increased
421	SA SQ Advisors Naples, Florida	$181M	-$103M	1	6.88%	Reduced
422	ArrowMark Colorado Holdings Denver, Colorado	$181M	-$52.1M	9	4.65%	Reduced
423	Mirae Asset Global Investments Seoul, South Korea	$181M	-$7.72M	10	6.56%	Reduced
424	Columbia Wanger Asset Management Chicago, Illinois	$181M	-$53.8M	5	0.89%	Reduced
425	Creative Planning Overland Park, Kansas	$180M	+$35.5M	34	1.87%	Increased