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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	Glenview Capital Management New York	$201M	-$257M	1	0.8%	Reduced
402	AC Alleghany Corporation New York	$201M	+$48.3M	1	6.87%	Increased
403	Nicholas Company Milwaukee, Wisconsin	$200M	+$5.97M	6	3.51%	Increased
404	Cincinnati Financial Corp Fairfield, Ohio	$199M	$0	2	12.44%	Maintained
405	Ladenburg Thalmann Financial Services Miami, Florida	$194M	+$6.3M	44	3.59%	Increased
406	LSCM Light Street Capital Management Palo Alto, California	$194M	+$9.06M	7	26.83%	Increased
407	Mondrian Investment Partners London, United Kingdom	$193M	+$13.4M	3	3.27%	Increased
408	Natixis Advisors Boston, Massachusetts	$192M	+$10.1M	14	3.26%	Increased
409	BWA Brave Warrior Advisors New York	$191M	-$22.8M	1	5.51%	Reduced
410	Melvin Capital Management New York	$191M	+$49.6M	4	10.3%	Increased
411	RP RBS Partners Bay Harbor Islands, Florida	$190M	-$8.64M	1	11.29%	Reduced
412	Crawford Investment Counsel Atlanta, Georgia	$190M	-$11.5M	4	7.19%	Reduced
413	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$190M	$0	2	2.31%	Maintained
414	VCM Valiant Capital Management San Francisco, California	$190M	-$72.4M	2	17.71%	Reduced
415	PineBridge Investments New York	$189M	+$37.8M	15	7.48%	Increased
416	Markel Group Glen Allen, Virginia	$188M	+$4.15M	5	4.7%	Increased
417	WIM Weitz Investment Management Omaha, Nebraska	$188M	-$142K	3	5.26%	Reduced
418	Moore Capital Management New York	$187M	-$136M	8	4.02%	Reduced
419	Horizon Kinetics New York	$186M	-$9.5M	11	2.67%	Reduced
420	NM Nokota Management New York	$185M	+$127M	2	5.01%	Increased
421	AGA Altrinsic Global Advisors Stamford, Connecticut	$185M	+$2.62M	4	3.79%	Increased
422	Parallax Volatility Advisers San Francisco, California	$185M	-$160M	22	0.39%	Reduced
423	Ruane, Cunniff & Goldfarb New York	$185M	-$5.23M	6	0.88%	Reduced
424	HI Honeywell International Charlotte, North Carolina	$184M	+$171M	3	4.5%	Increased
425	Asset Management One Tokyo, Japan	$183M	-$14.4M	20	2.54%	Reduced