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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	PFU Parus Finance (UK) London, United Kingdom	$202M	+$80.9M	6	30.54%	Increased
402	CEP Chicago Equity Partners Chicago, Illinois	$202M	+$10.9M	9	5.58%	Increased
403	Commerce Bank Kansas City, Missouri	$200M	-$556K	9	3.11%	Reduced
404	Nicholas Company Milwaukee, Wisconsin	$198M	-$39.1M	8	4.35%	Reduced
405	EAM EastBay Asset Management New York	$198M	+$78.9M	8	30.24%	Increased
406	CAM Contour Asset Management New York	$197M	-$33.6M	4	10.62%	Reduced
407	Candriam SCA Strassen, Luxembourg, Luxembourg	$197M	+$15M	11	4.74%	Increased
408	Dorsal Capital Management Redwood City, California	$195M	-$7.6M	4	12.27%	Reduced
409	SIG Senator Investment Group New York	$192M	-$73.8M	2	2.53%	Reduced
410	CIBC Asset Management Toronto, Ontario, Canada	$191M	-$8.16M	18	1.41%	Reduced
411	Capital Fund Management (CFM) Paris, France	$190M	+$63.7M	13	1.75%	Increased
412	HBK Investments Dallas, Texas	$188M	+$14.2M	13	1.7%	Increased
413	ESG Emerging Sovereign Group New York	$187M	+$7.1M	2	12.59%	Increased
414	AVC Arlington Value Capital Salt Lake City, Utah	$187M	-$1.39M	2	21.69%	Reduced
415	Gabelli Funds Rye, New York	$187M	-$6.2M	13	1.11%	Reduced
416	BWA Brave Warrior Advisors New York	$186M	-$68.3M	1	9.02%	Reduced
417	DILH Dai-ichi Life Holdings Tokyo, Japan	$186M	+$4.16M	13	5.67%	Increased
418	Cincinnati Financial Corp Fairfield, Ohio	$186M	$0	2	10.3%	Maintained
419	Janney Montgomery Scott Philadelphia, Pennsylvania	$184M	+$97.7M	13	3.24%	Increased
420	AGF Investments Inc Toronto, Ontario, Canada	$183M	+$12.7M	9	2.04%	Increased
421	SH Svenska Handelsbanken Stockholm, Sweden	$179M	-$164M	4	15.05%	Reduced
422	CLC Charles-Lim Capital Central, Hong Kong	$179M	+$37.4M	2	46.76%	Increased
423	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$179M	-$6.95M	6	3.42%	Reduced
424	Zurich Insurance Group Zurich, Switzerland	$179M	-$3.96M	5	6%	Reduced
425	Winton Group London, United Kingdom	$179M	-$43.1M	6	3.07%	Reduced