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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	OMERS Administration Corp Toronto, Ontario, Canada	$176M	-$30.7M	10	3.62%	Reduced
402	Commerce Bank Kansas City, Missouri	$175M	+$31.3M	9	2.77%	Increased
403	BA Boston Advisors Boston, Massachusetts	$174M	-$19.8M	4	4.35%	Reduced
404	MC Maplelane Capital New York	$173M	+$134M	5	7.39%	Increased
405	DnB Asset Management Oslo, Norway	$173M	+$6.33M	8	3.66%	Increased
406	AVC Arlington Value Capital Salt Lake City, Utah	$172M	-$34.5M	2	19.1%	Reduced
407	Haverford Trust Company Radnor, Pennsylvania	$172M	+$1.25M	4	4.32%	Increased
408	Dorsal Capital Management Redwood City, California	$171M	+$43.1M	4	12.6%	Increased
409	EPCM Eton Park Capital Management New York	$171M	+$119M	3	2.57%	Increased
410	CCM Criterion Capital Management San Francisco, California	$170M	-$32.4M	2	8.12%	Reduced
411	USSCPF United States Steel & Carnegie Pension Fund New York	$169M	+$35M	2	3.9%	Increased
412	CEP Chicago Equity Partners Chicago, Illinois	$166M	+$42.4M	5	4.84%	Increased
413	Cincinnati Financial Corp Fairfield, Ohio	$166M	$0	2	9.36%	Maintained
414	Artemis Investment Management Edinburgh, United Kingdom	$165M	-$55.8M	6	4.49%	Reduced
415	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$163M	+$16.4M	3	3.3%	Increased
416	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$162M	+$1.04M	11	4.93%	Increased
417	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$162M	-$24.3M	6	3.23%	Reduced
418	HCM Herndon Capital Management Atlanta, Georgia	$162M	-$95.3M	9	6.21%	Reduced
419	HBK Investments Dallas, Texas	$161M	+$10.5M	11	1.18%	Increased
420	Lyrical Asset Management New York	$161M	+$4.86M	1	3.35%	Increased
421	Snyder Capital Management San Francisco, California	$160M	-$554K	2	10.4%	Reduced
422	Zurich Insurance Group Zurich, Switzerland	$159M	+$10.5M	5	5.57%	Increased
423	FP FPR Partners San Francisco, California	$157M	$0	1	3.78%	Maintained
424	DVC Deer VII & Co Larchmont, New York	$155M	-$148M	1	70.7%	Reduced
425	Cooke & Bieler Philadelphia, Pennsylvania	$155M	-$1.63M	3	3.44%	Reduced