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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	VFA Virtus Fund Advisers Hartford, Connecticut	$186M	+$108M	6	1.57%	Increased
402	EAM EastBay Asset Management New York	$184M	-$972K	6	26.19%	Reduced
403	PIM Platinum Investment Management Sydney Australia 2000, Australia	$183M	-$122M	6	5.38%	Reduced
404	HL Financial Services Louisville, Kentucky	$181M	+$9.7M	7	3.9%	Increased
405	River Road Asset Management Louisville, Kentucky	$180M	+$35M	3	3.44%	Increased
406	Handelsbanken Fonder Stockholm, Sweden	$179M	-$44.6M	6	5.48%	Reduced
407	MCIM Meadow Creek Investment Management Atlanta, Georgia	$179M	+$180M	15	4.62%	New
408	Bank of Nova Scotia Toronto, Ontario, Canada	$178M	-$7.18M	9	0.91%	Reduced
409	CG Cutler Group San Francisco, California	$177M	+$60.9M	47	6.39%	Increased
410	CLC Charles-Lim Capital Central, Hong Kong	$176M	+$26.4M	2	48.3%	Increased
411	Candriam SCA Strassen, Luxembourg, Luxembourg	$176M	-$9.17M	11	4.03%	Reduced
412	FP FPR Partners San Francisco, California	$175M	+$20.1M	1	4.03%	Increased
413	VM Valinor Management New York	$174M	+$13.3M	2	5.19%	Increased
414	Zurich Insurance Group Zurich, Switzerland	$173M	-$1.86M	5	5.48%	Reduced
415	Gabelli Funds Rye, New York	$173M	-$8.14M	13	1.02%	Reduced
416	TC Tairen Capital Hong Kong	$172M	+$86M	5	42.58%	Increased
417	LSCM Light Street Capital Management Palo Alto, California	$172M	-$88.4M	4	23.46%	Reduced
418	Quadrature Capital London, United Kingdom	$171M	+$119M	10	5.42%	Increased
419	BB&T Securities Richmond, Virginia	$171M	+$2.55M	11	2.48%	Increased
420	Parallax Volatility Advisers San Francisco, California	$170M	+$21.5M	20	0.33%	Increased
421	PFU Parus Finance (UK) London, United Kingdom	$169M	-$32.3M	6	29.68%	Reduced
422	HP Holowesko Partners Nassau, Bahamas	$164M	+$38.5M	3	11.47%	Increased
423	Swiss Life Asset Management Zurich,	$163M	+$60.4M	5	5.48%	Increased
424	Snyder Capital Management San Francisco, California	$162M	-$6.81M	2	9.87%	Reduced
425	MSA Mason Street Advisors Milwaukee, Wisconsin	$162M	+$984K	18	4.39%	Increased