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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	JC Joho Capital New York	$180M	+$41.9M	4	45.2%	Increased
402	Melvin Capital Management New York	$178M	+$35.6M	4	6.73%	Increased
403	Cincinnati Financial Corp Fairfield, Ohio	$178M	$0	2	10.52%	Maintained
404	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$177M	-$53.8M	10	2.33%	Reduced
405	CIM Contrarius Investment Management St. Helier, Jersey	$177M	-$15.4M	6	15.73%	Reduced
406	River Road Asset Management Louisville, Kentucky	$177M	-$44.5M	3	3.17%	Reduced
407	NMC NEA Management Company Timonium, Maryland	$176M	$0	1	11.7%	Maintained
408	Asset Management One Tokyo, Japan	$175M	-$2.96M	20	2.56%	Reduced
409	Hosking Partners London, United Kingdom	$175M	+$23.3M	6	8.04%	Increased
410	HP Harbourvest Partners Boston, Massachusetts	$174M	-$14.5M	2	74.18%	Reduced
411	Mondrian Investment Partners London, United Kingdom	$173M	-$26.1M	3	3.84%	Reduced
412	OAMG Odey Asset Management Group London, United Kingdom	$173M	+$62.7M	2	19.01%	Increased
413	SH Svenska Handelsbanken Stockholm, Sweden	$171M	+$154M	3	18.44%	Increased
414	RP RBS Partners Bay Harbor Islands, Florida	$171M	$0	1	15.19%	Maintained
415	PCM Prime Capital Management Hong Kong	$169M	-$69.2M	3	79.94%	Reduced
416	AEGON Asset Management (UK) Edinburgh, United Kingdom	$169M	-$69.8M	4	5.08%	Reduced
417	Voloridge Investment Management Jupiter, Florida	$167M	+$35.4M	6	3.9%	Increased
418	Rockefeller Financial Services New York	$167M	+$87M	9	3.23%	Increased
419	SCGE Management Menlo Park, California	$166M	+$16.1M	3	27.77%	Increased
420	Kornitzer Capital Management Shawnee Mission, Kansas	$166M	+$7.62M	9	2.85%	Increased
421	Cornerstone Investment Partners Atlanta, Georgia	$165M	+$13.4M	3	5.36%	Increased
422	NM NWI Management New York	$165M	+$30.5M	2	10.33%	Increased
423	Soros Fund Management New York	$164M	-$14.9M	7	3.61%	Reduced
424	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$163M	-$20.9M	1	1.57%	Reduced
425	CCM Criterion Capital Management San Francisco, California	$163M	+$1.76M	2	6.67%	Increased